About this opportunity
Mercer Advisors Inc. lists this Wealth Advisor - Hybrid, Client-Centric Fiduciary opportunity in radnor township, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Mercer Advisors is seeking a Wealth Advisor to deepen relationships with an established client base and grow the practice with the support of an in-house team of experts.
You will diagnose client needs, present comprehensive financial planning and investment solutions, and act as a client-focused fiduciary in a hybrid work environment.
This role requires CFP designation or equivalent, 7–10 years of experience, and willingness to travel up to 20% to meet clients.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.