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Associate Wealth Advisor High-Net-Worth Clients
Job in
Naples, Cumberland County, Maine, 04055, USA
Listed on 2026-03-02
Listing for:
Mercer Advisors
Full Time
position Listed on 2026-03-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Naples
A leading financial advisory firm in the U.S. is seeking an Associate Wealth Advisor. This role involves acting as the primary trusted advisor for high net worth clients, supporting business development, and providing comprehensive financial planning services. The ideal candidate will have a bachelor’s degree, at least 3 years of relevant experience, and preferably hold a Certified Financial Planner (CFP) designation.
This position offers competitive benefits, including various insurance options and flexible work arrangements.
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Position Requirements
10+ Years
work experience
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