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Senior Wealth Planner & Advisor
Job in
Berwyn, Chester County, Pennsylvania, 19312, USA
Listed on 2026-09-04
Listing for:
Socket.dev
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Merit Financial Advisors is seeking a Wealth Manager to guide clients with financial planning, investments, and risk management. You will work closely with the Business Development team to grow the client base and deliver tailored strategies.
The role emphasizes building long-term relationships, regular portfolio reviews, and collaboration across tax, legal, and insurance professionals to meet client goals.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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