Offer summary

Qualifications:

Bachelor's degree in finance, business, or a related field., Strong understanding of investment strategies and financial markets., Excellent communication and interpersonal skills., Proven experience in client relationship management..

Key responsibilities:

Provide personalized financial advice to clients based on their individual needs.

Develop and implement investment strategies to help clients achieve their financial goals.

Conduct regular meetings with clients to review their financial plans and adjust as necessary.

Collaborate with other financial professionals to ensure comprehensive service delivery.

Looking for a collaborative team as invested in your growth as you? We’d like to introduce ourselves. Say hello to a different kind of wealth management. As a Mercer Advisors client, you can rely on us to help guide your financial journey. Because money without purpose is just paper, we ask questions central to your deeper motivations to arrive at your financial why. We then define your goals and create a custom blueprint to help you reach them. This unified and integrated approach comprises strategic financial planning, investment management, proactive tax planning and preparation, retirement planning, estate planning, trustee services, insurance solutions, and more. Our foundational mission since 1985 remains central to Mercer Advisors core values: we help our clients achieve their unique goals by connecting the dots of their financial life and doing the heavy-lifting for them.

Required profile