Wealth Advisor: Planner Driving Client
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-03-04
Listing for:
Mercer Advisors
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial advisory firm in Dallas seeks a Wealth Path Wealth Advisor to manage a book of clients and provide expert financial planning. The role requires a Bachelor's degree and a CFP designation. Candidates should have strong knowledge of finance, investment, and tax planning, with a client-focused approach. The firm offers competitive compensation including a base salary and additional benefits.
If you are a team-oriented individual with significant experience, apply to join this esteemed firm.
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