Associate Wealth Advisor — Remote Wealth Planning

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

Benefits offered by this job

Health Insurance

401(k) with company match

Paid holidays

Generous PTO

Disability & Life Insurance

Job summary

Mercer Advisors seeks an Associate Wealth Advisor I to deepen client relationships and grow the practice with referrals, backed by our in-house wealth experts. You will perform comprehensive financial planning analyses and partner with Senior Wealth Advisors to deliver tailored solutions.

Remote or Hybrid schedule with up to 20% travel; development-focused role with increasing responsibility. CFP and Series 65 required; strong communication and service mindset essential.

Qualifications

• Bachelor's degree in Business, Economics, Accounting or Finance; Master’s degree a plus.
• Certified Financial Planner (CFP) designation required; Series 65 required unless exempt.
• Strong knowledge of financial planning concepts and client relationship skills.
• Experience with financial planning software and investment products.

Responsibilities

• Anticipates client needs and prepares pre- and post-meeting deliverables.
• Develops financial solutions with internal partners to deliver integrated offerings.
• Prepares comprehensive financial plans reflecting client goals and circumstances.
• Collaborates with portfolio management, tax, and estate planning teams.
• Communicates progress and next steps to the Senior Wealth Advisor.
• Delivers accurate, timely client service while ensuring compliance.

Skills

CFP designation

Series 65

Financial planning software

Client relationship skills

Travel up to 20%

Education

Bachelor's degree

Master's degree a plus

Job description

Mercer Advisors seeks an Associate Wealth Advisor I to deepen client relationships and grow the practice with referrals, backed by our in-house wealth experts. You will perform comprehensive financial planning analyses and partner with Senior Wealth Advisors to deliver tailored solutions.

Remote or Hybrid schedule with up to 20% travel; development-focused role with increasing responsibility. CFP and Series 65 required; strong communication and service mindset essential.