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Wealth Advisor: Lead Client Relationships & Growth

Mercer Advisors, New Haven, CT, United States


A leading financial advisory firm in Woodbridge is seeking a Wealth Advisor to manage a portfolio of 150-250 clients. This role involves client retention, onboarding new clients, and supporting regional leaders with financial expertise. Ideal candidates hold a Bachelor's degree, ideally have 5+ years of experience, and possess the CFP certification. The position offers competitive compensation and comprehensive benefits including healthcare, retirement planning, and paid parental leave. #J-18808-Ljbffr