Finance & Banking • Scottsdale, Arizona, United States
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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