About this role
Wealth Advisor (Raleigh, NC) at Mercer Advisors. Location: Raleigh, North Carolina, United States. Role: advising clients, onboarding clients, drafting plans Requirements: Bachelor's degree, 5+ years experience, CFP preferred, proficiency with Microsoft Office and Salesforce, strong investment/tax/estate knowledge, ability to manage 150–250 client book and travel up to 50%. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, DocuSign, Box, Custodian Sites, Task Mgmt tools Certifications: cfp, chfc, pfs, cfa, cic, cpa, jd, phd, ms, mba, mtx, cdfa, crpc, msfs, cima, aef, clu, aif, cpwa Commitment: Full Time Workplace: Hybrid Languages: English