Wealth Advisor: Fiduciary, Client & Planning
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-24
Listing for:
Canadian Software Testing Board
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Mercer Advisors seeks a Wealth Advisor to deepen client relationships with affluent families and organically grow practice. You will leverage an in-house team of experts to diagnose needs and propose comprehensive financial solutions while maintaining fiduciary standards.
Wealth Advisors work with tax, estate planning, investments and planning specialists, supported by advanced technology. Hybrid schedule with remote and office work; travel up to 20% for meetings and training is common.
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