Senior Wealth Advisor — Build Plans, Assets
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-centered environment under leadership to support region-wide business development and client service efforts.
The role requires serving as a primary advisor for a large client book, onboarding new clients annually, and delivering comprehensive financial planning across investments, tax, estate, and risk planning, with travel up to 50% for meetings and trainings.
We have an opening for a Senior Wealth Advisor — Build Plans, Grow Assets in Rochester, MN, United States within Finance.
We are seeking a motivated Senior Wealth Advisor — Build Plans, Grow Assets to join Mercer Advisors in Rochester, MN, United States.
Consider building your career as a Senior Wealth Advisor — Build Plans, Grow Assets at Mercer Advisors.
The Senior Wealth Advisor — Build Plans, Grow Assets position in the Finance field is open for applications.
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