Wealth Advisor (Kennebunk, ME and Portsmouth, NH)
Mercer Advisors
- Salary
- $125k - $180k
- Experience
- 7+ yrs
- Location
- Portsmouth or Kennebunk
- Job type
- Full-time
Required skills
- financial planning software
About the role
Bachelor's degree in business, economics, accounting, or finance; 7-10 years experience; CFP required or ChFC/PFS/CFA/CIC; Series 65; financial planning software; travel up to 20%; hybrid schedule.
About Mercer Advisors
Independent U.S. wealth management and financial planning firm serving families and institutional clients as a fiduciary.
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