About this role
Wealth Advisor (Morristown, NJ) at Mercer Advisors. Location: Morristown, New Jersey, United States. Role: Serve clients, Support team, Travel as needed Requirements: Bachelor's degree required; 5+ years financial services experience; CFP preferred; strong knowledge of investments, taxes, retirement planning and client service. Category: Sales Seniority: Senior Level Tools: MS Word, MS Excel, PowerPoint, Outlook, Salesforce, Financial planning software Certifications: cfp, chfc, pfs, cfa, cic Commitment: Full Time Workplace: Hybrid Languages: English