Managing Partner, Market Leader (Northeast)
Mercer Advisors
- Salary
- $170k - $210k
- Experience
- 15+ yrs
- Location
- Boston, Massachusetts, United States
- Job type
- Full-time
Required skills
- financial planning software
About the role
Bachelor's degree in business, economics, accounting, or finance; 15+ years experience; CFP required or acceptable alternatives; Series 65 required; advanced financial planning knowledge; ability to travel up to 20%.
About Mercer Advisors
Independent U.S. wealth management and financial planning firm serving families and institutional clients as a fiduciary.
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