About this role
Wealth Advisor (Radnor, PA) at Mercer Advisors. Location: Radnor, Pennsylvania, United States. Role: Develop recommendations, Communicate solutions, Retain clients Requirements: Bachelor's degree; CFP required; 7-10 years in related roles; Series 65; able to travel up to 20%; strong client relations and financial planning skills. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, series 65, chfc, pfs, cfa, cic Commitment: Full Time Workplace: Hybrid Languages: English