Associate Wealth Advisor (Minneapolis, MN)

Mercer Advisors; Minneapolis (MN); On-site; USD 102,000 - 120,000; Full time

Benefits offered by this job

401(k) retirement plan with match

Health insurance options

Paid time off (vacation/sick)

Parental leave

Life & disability insurance

Employee assistance program

Job summary

Mercer Advisors is seeking an Associate Wealth Advisor in Minneapolis, MN to deepen client relationships and grow practice with in‑house specialists. You will deliver comprehensive financial planning analyses and leverage the team to advance client goals, while developing ownership and responsibilities over time.

The role emphasizes fiduciary client outcomes, regulatory compliance, and collaboration across portfolio management, tax, and estate planning to provide integrated wealth solutions.

Qualifications

• Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
• At least 5 years of job-related experience in wealth advisory or financial planning roles
• CFP designation required; alternative certifications may be acceptable per state rules; Series 65 required unless exempted

Responsibilities

• Anticipates the Senior Advisor’s needs and supports prep/post‑meeting deliverables to maximize client growth.
• Prepares and participates in client meetings to ensure a seamless, high‑touch experience.
• Develops financial solutions with internal partners to deliver integrated offerings to clients.
• Performs comprehensive financial plans reflecting client goals and long‑term objectives.
• Coordinates with portfolio management, tax, estate planning and other teams for coordinated client service.
• Communicates progress, next steps, and considerations to the Senior Wealth Advisor.
• Builds advisor capabilities and takes increasing client ownership over time.
• Translates complex financial concepts into clear client materials.
• Partners with Senior Wealth Advisor to deliver accurate, timely client service.
• Ensures adherence to compliance and company standards; acts as fiduciary.

Skills

Relationship management

Financial planning

Client communication

Team collaboration

Regulatory awareness

Travel up to 20%

Education

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

CFP designation

Series 65 license

ChFC/PFS/CFA/CIC (alternate certifications)

Tools

N/A

Job description

Associate Wealth Advisor (Minneapolis, MN)

Job Summary

Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand or $300 million, our family office model – which integrates financial planning, investment management, tax and estate planning, insurance, and more – was designed to help them not worry about money. Our Regis Group was specifically formed to serve ultra‑high‑net‑worth families ($50M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand‑in‑hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be a part of the team responsible for delivering a boutique‑level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress.

The Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in‑house team of experts to help clients achieve their financial goals. This role is designed to be developmental in nature, offering increasing exposure and responsibility while providing leverage to the Senior Wealth Advisor and their existing book of business. The Associate Wealth Advisor I plays a key role in delivering comprehensive financial planning analyses and recommendations, supporting both client outcomes and the scalability of the Senior Wealth Advisor’s practice.

Key Responsibilities and Duties

• 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 (in coordination with the Senior Wealth Advisor) 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.

Required Knowledge, Skills and Abilities

Education:

• Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus

Experience:

• At least 5 years of job‑related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)

Certifications/Licenses:

• Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
• Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s).
• Advanced knowledge of the industry, financial products, and financial planning concepts.
• Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients.
• Advanced knowledge of the economic landscape/general understanding of the impact on the Firm and clients.
• Expert at collaboration and willing to help others.
• Sales aptitude and experience is preferred.
• An entrepreneurial spirit and growth‑mindset, with a positive attitude that contributes to a positive work environment.
• Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews.
• Comprehensive understanding of compliance requirements.
• Ability to travel up to 20% as required for client meetings, company training, etc.

Work Schedule

Business hours Monday through Friday. Will occasionally be expected to adjust work schedule to mirror that of the Senior Wealth Advisor to effectively serve client’s needs.

Working Conditions

Remote or Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting.

Application Deadline

The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled.

Base Pay Range

$102,000 - $120,000 USD

Benefits

• Company‑Paid Basic Life & AD&D Insurance
• Company‑Paid Short‑Term and Long‑Term Disability Insurance
• Supplemental Life & AD&D; Short‑Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co‑Pay medical plan.
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days.
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per‑pay period match as well as an after‑tax option.
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements.

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