Partner, Senior Wealth Advisor & Practice Leader
mercer advisorsPortland, ME
Partner, Senior Wealth Advisor & Practice Leader
mercer advisorsPortland, ME
yesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOther Management Consulting ServicesAbout the role
A financial services firm in Portland, Oregon is seeking a Partner, Senior Wealth Advisor to lead a team of Wealth Advisors. The ideal candidate will have over 15 years of experience and a Certified Financial Planner (CFP) designation. Responsibilities include generating new clients, managing a team, and participating in leadership initiatives. This role offers a collaborative work environment and requires a strong client focus and mentoring abilities.
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JOB OVERVIEW
Experience level
Senior
Location
Portland, ME
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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