Associate Wealth Advisor – UHNW Focus

Merceradvisors; Denver (CO); On-site; USD 70,000 - 120,000; Full time

Job summary

Mercer Advisors seeks an Assistant Wealth Advisor I to deepen client relationships and grow their practice within our Regis Group. You will work with an in-house team of specialists to deliver comprehensive financial planning and tailored investment strategies.

This developmental role offers increasing exposure and responsibility while supporting senior advisors. You will help deliver an intimate, boutique-level experience to private clients, ranging from families to business owners, and

Qualifications

• Strong relationship building and client management skills.
• Solid understanding of financial planning processes.
• Effective communication in client-facing scenarios.

Responsibilities

• Deepen relationships with an established client base and grow practice through referrals.
• Deliver comprehensive financial planning analyses and recommendations.
• Collaborate with portfolio management, tax, estate planning, and other teams to coordinate offerings.
• Provide high-touch, client-centric service and ensure compliance with company standards.

Skills

Relationship building

Client management

Financial planning

Communication

Job description

Mercer Advisors seeks an Assistant Wealth Advisor I to deepen client relationships and grow their practice within our Regis Group. You will work with an in-house team of specialists to deliver comprehensive financial planning and tailored investment strategies.

This developmental role offers increasing exposure and responsibility while supporting senior advisors. You will help deliver an intimate, boutique-level experience to private clients, ranging from families to business owners, and