About this role
Wealth Advisor (Green Bay, WI) at Mercer Advisors. Location: Green Bay, Wisconsin, United States. Role: deepening relationships, developing recommendations, ensuring compliance Requirements: Bachelor's degree, 7+ years of related experience, CFP (or approved equivalent) and Series 65, advanced financial planning and product knowledge, strong communication, compliance awareness, and ability to travel up to 20%. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, chfc, pfs, cfa, cic, series 65 Commitment: Full Time Workplace: Hybrid Languages: English