Associate Wealth Advisor - Client Growth & Planning

Mercer Advisors; Denver (CO); Hybrid; USD 95,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Health and welfare benefits

Paid holidays and generous PTO

Parental Leave

Life insurance

Job summary

Mercer Advisors is seeking an Associate Wealth Advisor I in a hybrid work model to deepen client relationships and grow a current book through referrals. You will support Senior Wealth Advisors with comprehensive financial plans, collaborate with specialists, and help clients progress toward their goals with confidence.

The role emphasizes developing client solutions, leveraging our in‑house team, and delivering a boutique, highly personal client experience within a national fiduciary framework.

Qualifications

• Bachelor’s degree in Business, Economics, Accounting or Finance; Master’s degree a plus.
• At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, CPA).
• Certified Financial Planner (CFP) designation required. In lieu of CFP, acceptable alternatives: ChFC, PFS, CFA, CIC.
• Series 65 required, unless exemptions apply.

Responsibilities

• Anticipates the Senior Advisor’s needs, manages pre- and post-meeting deliverables, and helps to prioritize workflow to maximize the Senior Advisor’s capacity for client growth.
• Prepares for, participates in, and follows up after client meetings to ensure a seamless, high-touch client experience.
• Participates in the development of financial solutions to clients, utilizing interpersonal communication and relationship-building skills to gather information and share results with clients as needed.
• Prepares comprehensive financial plans that reflect each client’s unique goals, financial circumstances, and long‑term objectives.
• Collaborates closely with internal partners across portfolio management, tax, estate planning, and other specialized teams to coordinate expertise and deliver integrated, comprehensive offering to our clients.
• Effectively coordinates multiple client initiatives and priorities, proactively communicating progress, next steps, and considerations to the Senior Wealth Advisor.
• Actively builds technical, relational, and advisor capabilities with the expectation of increased client ownership and responsibility over time.
• Translates complex financial planning concepts into clear, client‑friendly materials and deliverables.
• Partner with the Senior Wealth Advisor to deliver exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client’s future.
• Ensures adherence to compliance and regulatory policies as well as company standards of client care.
• Acts as a fiduciary, placing client interests and outcomes first.

Skills

Financial planning

Client communication

Portfolio analysis

Team collaboration

Sales aptitude

Travel readiness

Education

Bachelor’s degree in Business/Economics/Accounting/Finance

Certified Financial Planner (CFP)

Series 65

Master’s degree (plus)

Job description

Mercer Advisors is seeking an Associate Wealth Advisor I in a hybrid work model to deepen client relationships and grow a current book through referrals. You will support Senior Wealth Advisors with comprehensive financial plans, collaborate with specialists, and help clients progress toward their goals with confidence.

The role emphasizes developing client solutions, leveraging our in‑house team, and delivering a boutique, highly personal client experience within a national fiduciary framework.