Senior Wealth Advisor: Grow Client Portfolios & Planning

Mercer Advisors in Plano, Texas is hiring a Wealth Path Wealth Advisor to enhance client relationships and aid business development efforts. This role requires a strong financial planning background, coupled with a CFP designation and 5-25 years of relevant experience. A successful candidate will manage a portfolio of clients, onboard new customers, and ensure retention through productive client interactions. Competitive compensation includes a base salary ranging from $85,000 to $145,000, plus annual bonuses and a comprehensive benefits package.
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