More jobs:
Wealth Advisor Client Book & Lead Planning
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-07-07
Listing for:
Merceradvisors
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Mercer Advisors in Connecticut is looking for a Wealth Path Wealth Advisor to serve as the primary trusted advisor for a portfolio of clients, ensuring their retention and growth. This role involves onboarding new clients, providing financial planning support, and collaborating with team leaders on client service.
The ideal candidate has a Bachelor’s degree, between five and twenty-five years of relevant experience, and proficiency in investment and tax planning. The position offers a competitive salary and robust benefits package.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×