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Hybrid Wealth Advisor Affluent Clients
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-06-29
Listing for:
Mercer-Advisors
Full Time
position Listed on 2026-06-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Mercer-Advisors in Green Bay, WI seeks a Wealth Advisor to deepen client relationships and support their financial goals. The role involves working closely with clients to develop and implement financial strategies, ensuring their best interests are prioritized.
The ideal candidate will have 7-10 years of relevant experience, a CFP designation, and strong communication and analytical skills. A hybrid work schedule is offered along with competitive pay and a comprehensive benefits package.
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