Senior Wealth Advisor - Hybrid, Client & Planning
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-02-16
Listing for:
Mercer Advisors
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A prominent financial advisory firm is seeking a Wealth Path Wealth Advisor in Boca Raton, FL. This position is focused on providing exemplary service to a diverse clientele, supporting firm growth through client retention and onboarding. Candidates should possess a bachelor's degree and relevant certifications, alongside strong analytical and client relation skills. The role requires a proactive approach, flexibility in travel, and proficiency in financial planning tools, with opportunities for hybrid work arrangements.
A competitive salary and comprehensive benefits are offered.
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Position Requirements
10+ Years
work experience
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