Wealth Advisor
Compensation
$85k – $145k /yr
Employment type
Full-time
Work setting
On-site
Location
Rochester, NY
Schedule
Day shift
Posted
Travel
Required
You'll be redirected to the employer's application page.
Job overview
The Wealth Advisor is an onsite position located in Rochester, NY, with a pay range of $85,000–$145,000 per year. This role supports Mercer Advisors in providing comprehensive financial planning services. This role serves as a primary trusted advisor to a book of clients, managing financial planning, investment management, and tax strategies. The advisor is responsible for client retention, business development, and presenting financial modules to help families simplify their financial lives.
What we're looking for
- Skills & competencies
- full-timeonsiterochester nyfinancewealth advisorday shifttravel requiredno on-call$85k-$145k/yrfinancial planning
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, life insurance, 401(k), HSA, disability, paid parental leave
About the employer
Mercer Advisors is hiring for this role. Industry: Miscellaneous Financial Investment Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Miscellaneous Financial Investment Activities
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 1dab71d5-8f7d-4dcb-8617-f10a530edb99