Associate Wealth Advisor — Remote/Hybrid with Growth Path

Mercer Advisors; Tampa (FL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid holidays

Job summary

Mercer Advisors seeks an Associate Wealth Advisor I to deepen client relationships and grow the practice with an integrated, in-house team of specialists. You will deliver comprehensive financial planning, collaborate across tax, estate planning and portfolio management, and maintain fiduciary standards to drive client outcomes.

Role emphasizes developmental growth, increasing client ownership, and leveraging a national fiduciary platform. Remote/hybrid work with travel up to 20% may be required.

Qualifications

• Bachelor's degree from an accredited institution (Business, Economics, Accounting or Finance related)
• CFP designation required; other certifications may be acceptable
• Series 65 required unless exempted by designations

Responsibilities

• Deepen client relationships and grow practice through referrals
• Deliver comprehensive financial planning analyses and recommendations
• Coordinate with internal partners to deliver integrated wealth management solutions
• Ensure accuracy, timeliness, and client-focused service across engagements
• Travel up to 20% for client meetings and training as required

Skills

Wealth management

Financial planning

Relationship building

Portfolio management

Investment knowledge

Client service

Communication skills

Sales aptitude

Education

Bachelor's degree

Master's degree (plus)

Tools

Financial planning software

Job description

Mercer Advisors seeks an Associate Wealth Advisor I to deepen client relationships and grow the practice with an integrated, in-house team of specialists. You will deliver comprehensive financial planning, collaborate across tax, estate planning and portfolio management, and maintain fiduciary standards to drive client outcomes.

Role emphasizes developmental growth, increasing client ownership, and leveraging a national fiduciary platform. Remote/hybrid work with travel up to 20% may be required.