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Senior Wealth Strategist HNW/UHNW Clients
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-15
Listing for:
Mercer Advisors
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Mercer Advisors seeks a Wealth Strategist I to provide cutting edge planning support to the firm’s high net worth clients, acting as a subject matter expert within the Financial Planning Group. You will help advisors create, maintain, and implement sophisticated financial plans while handling confidential information with integrity.
You will prepare plans, co-present with advisors, and develop strategy sheets for existing clients, coordinating with internal and external service providers to
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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