Wealth Advisor Jobs in Scottsdale, AZ

Why Work at Mercer AdvisorsFor more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of compre...

Position SummaryFocus Partners Wealth is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients needs first and with a sense of urgency. Wealth Advisors take a holistic planning first appro...

Position SummaryFocus Partners Wealth is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients needs first and with a sense of urgency. Wealth Advisors take a holistic planning first appro...

Why Work at Mercer AdvisorsFor 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families...

Why Work at Mercer AdvisorsFor more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of compre...

Primary ResponsibilitiesServe as a key relationship manager for clients meeting all service needs and achieving high levels of retention.Develop and communicate customized investment strategies based on clients financial goals risk tolerance and preferences.Serve as a secondary advisor for selected...

The Wealth Advisor role is all about building relationships and following through with sales opportunities while providing superior client service; always putting clients first. You will be working alongside your Lead Advisor with a variety of tasks including but not limited to logging notes from th...