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Job description
Mercer Advisors is seeking a Senior Wealth Advisor in California to deepen relationships with high net worth clients and organically grow their practice with the support of our in-house team of experts. You will diagnose client needs, present tailored financial solutions, and uphold fiduciary standards.
The role emphasizes client-centric fiduciary service, collaboration with specialists, and leveraging a robust technology platform for portfolio management and planning.
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Worksite address
los angeles, CA, 90079, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.