Wealth Advisor (houston, Tx)

Mercer Advisors

Houston, Texas, United States
On-site
Bachelor's degree in business or finance
Certified financial planner (cfp) designation
5 to 25 years of job-related experience
Mercer Advisors is an independent fiduciary ranked #1 RIA Firm by Barron's for two consecutive years

Job Summary

  • Mercer Advisors is an independent fiduciary ranked #1 RIA Firm by Barron's for two consecutive years.
  • The role involves functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients while ensuring retention and growth.
  • Candidates must be able to analyze, draft, edit, deliver, and present financial planning modules to clients.

Matching Summary

Mercer Advisors is an independent fiduciary ranked #1 RIA Firm by Barron's for two consecutive years.

Skills & Requirements

Must-have

  • Bachelor's degree in Business or Finance
  • Certified Financial Planner (CFP) designation
  • 5 to 25 years of job-related experience
  • Strong knowledge of tax and estate planning
  • Ability to travel up to 50% for meetings

Nice-to-have

  • Master's degree preferred
  • Additional certifications like CFA or ChFC
  • Experience with Salesforce and financial planning software
  • Entrepreneurial team player attitude
  • Sales aptitude and business development skills

Key Requirements

  • Bachelor's degree from accredited institution
  • CFP certification required
  • 5-25 years experience
  • Travel up to 50%
  • Compliance understanding

Work Rights

Not specified

Tailored Resume

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