Overview

Company
Mercer Advisors
Location
Scottsdale, Arizona, United States
Mercer Advisors

Finance & Banking • Scottsdale, Arizona, United States

Senior Wealth Advisor – Hybrid, High-Impact Growth

Scottsdale, Arizona, United StatesPosted 18 hours ago
Finance & Banking

About the Role

Mercer Advisors in Scottsdale, AZ, seeks a Senior Wealth Advisor focused on deepening client relationships and growing practice through referrals. You will work with an in-house team of experts to address financial planning, investments, tax, and estate considerations.

The role emphasizes fiduciary client service, sophisticated financial planning, and collaboration. Travel up to 20% for meetings and training. Hybrid schedule with remote and office work.

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What You'll Do

Mercer Advisors in Scottsdale, AZ, seeks a Senior Wealth Advisor focused on deepening client relationships and growing practice through referrals.
You will work with an in-house team of experts to address financial planning, investments, tax, and estate considerations.
The role emphasizes fiduciary client service, sophisticated financial planning, and collaboration.
Travel up to 20% for meetings and training.

Skills & Technologies

Finance & Banking