merceradvisors
Wealth Advisor (Dallas, TX)
At a Glance
- Location
- Park Cities
- Posted
- 2026-02-20T08:58:10-05:00
Key Requirements
Required Skills
Certifications
- CFA
- CPA
Domain Knowledge
- Accounting
- Education
- Finance
- Insurance
- Regulatory
Benefits & Perks
ensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for
Requirements
Education:
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
Experience:
Five to twenty-five years of job-related experience
Certifications:
Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered
Responsibilities
The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts.