About this role
Wealth Advisor (Woodbridge, CT) at Mercer Advisors. Location: Woodbridge, Connecticut, United States. Role: Build client relationships, Prepare financial plans, Coordinate with advisors Requirements: Bachelor's degree; 5+ years experience; CFP or other certifications; strong financial planning and client service. Category: Finance and Accounting Seniority: Mid Level Tools: MS Word, Excel, PowerPoint, Outlook, Salesforce, Financial planning software Certifications: cfp, chfc, pfs, cfa, cic Commitment: Full Time Workplace: Hybrid Languages: English