About this role
Wealth Advisor (Scottsdale, AZ) at Mercer Advisors. Location: Scottsdale, Arizona, United States. Role: partnering clients, advising clients, retaining clients Requirements: Bachelor's degree; CFP required; Series 65; 7-10 years experience; financial planning/wealth advisory. Category: Finance and Accounting Seniority: Senior Level Tools: Financial planning software Certifications: cfp, chfc, pfs, cfa, cic, series 65 Commitment: Full Time Workplace: Hybrid Languages: English