Wealth Advisor - Client Growth & Financial Planning
Posted yesterday
mercer advisorsScottsdale (AZ)
Personal Financial AdvisorsPortfolio Management and Investment Advice
SENIORITY
Senior
SALARY
$85,000 to $145,000
About the role
A financial advisory firm in Scottsdale is seeking a Wealth Advisor to deepen client relationships and grow their practice. This role involves identifying financial goals, communicating solutions, and ensuring client retention through comprehensive offerings. Candidates should have at least 7-10 years of experience, a CFP designation, and strong communication skills. The position comes with a hybrid work schedule and an annual salary range of $85,000 to $145,000, along with various benefits including medical coverage and retirement plans.
#J-18808-Ljbffr
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
More like this