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Senior Wealth Advisor Planning & Client Care
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-01
Listing for:
Mercer Advisors
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Mercer Advisors is hiring a Wealth Path Wealth Advisor in Houston, Texas. This role involves acting as a trusted advisor to 150-250 clients, enhancing client retention, and onboarding new clients. Candidates should possess a Bachelor's degree and CFP designation, with 5-25 years of relevant experience. The role includes client communications, financial analysis, and teamwork, complemented by a competitive salary range of $85,000 - $145,000 and comprehensive benefits.
Join us to help families navigate their financial lives confidently.
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Position Requirements
10+ Years
work experience
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