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Financial Consultant Financial Advisor Financial Services

Associate Wealth Advisor: Impactful Client Guidance

Job in Naples, Collier County, Florida, 33939, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-04-30
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A prominent financial advisory firm is seeking an Associate Wealth Advisor in Naples, Florida. This role involves serving as the primary trusted advisor for high net worth clients, providing comprehensive financial planning and support to internal teams. Qualified candidates should possess a bachelor’s degree, 3+ years of relevant experience, and ideally hold CFP certification. The culture emphasizes client focus, teamwork, and integrity, alongside competitive benefits including health plans and a retirement savings plan.
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Position Requirements
10+ Years work experience
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