Boca Raton

Wealth Advisor (Boca Raton, FL)

USD 145K–250K / yearHybridFinance and legal

ExcelSalesforceCFACIMAPhDTax compliancePowerPointChange management

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Mercer Advisors, a company in banking, insurance and finance, has an open position for Wealth Advisor (Boca Raton, FL). The role is hybrid, based in Boca Raton, United States. We classify it under finance and legal. The role includes up to 50% travel. A university degree is required. Certifications named in the posting: CFA and CIMA. Mercer Advisors has 31 open positions on this site, 1 of them in IT and engineering.

Posted today · Last checked 2026-11-11

About Mercer Advisors

Banking, insurance and finance Non-tech company with an IT team 31 open positions, 3% in IT and engineering. Most open roles: Finance and legal (21), General management and executives (9), Strategy, consulting and analysis (3).

All open jobs at Mercer Advisors →

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4,576 open finance and legal jobs in the United States All open jobs at Mercer Advisors →

Workplace	Hybrid
Seniority	Not stated
Role	Finance and legal
Countries	United States
Key facts	Tools: Excel, Salesforce · Degree required · Certifications: CFA, CIMA · Travel: 50%

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