Associate Wealth Advisor – UHNW Planning & Growth (Remote)

Merceradvisors; Tampa (FL); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Parental leave

Paid holidays

Paid time off

Job summary

Mercer Advisors seeks an Associate Wealth Advisor I to deepen relationships with an established client base and grow practice through referrals. You will work with our in-house experts to deliver comprehensive financial planning and tailored investment guidance.

The role is developmental, offering increasing exposure and responsibility while supporting the Senior Wealth Advisor and a growing book of business. A hybrid work arrangement with advanced resources supports client outcomes.

Qualifications

• Bachelor’s degree in Business/Economics/Accounting or Finance; Master’s degree a plus.
• CFP designation required; other certifications may be acceptable (ChFC, PFS, CFA, CIC).
• Series 65 required, unless exemptions apply.
• 5+ years of related experience as listed (Independent Advisor, etc.).
• Strong knowledge of financial planning concepts and financial products.

Responsibilities

• Anticipates needs of Senior Advisor; manages pre- and post-meeting deliverables.
• Prepares for and participates in client meetings; follows up for high-touch service.
• Develops financial solutions with internal partners to deliver integrated offerings.
• Prepares comprehensive financial plans reflecting client goals and circumstances.
• Coordinates with portfolio management, tax, and estate planning teams.
• Communicates progress and next steps to Senior Wealth Advisor.
• Builds skills and client ownership over time; translates complex concepts into client-friendly materials.
• Delivers exceptional client experience with accuracy, timeliness and compliance.

Skills

Financial planning

Communication skills

Industry knowledge

Financial products

Sales experience

Entrepreneurial mindset

Education

Bachelor's degree (Business/Economics/Accounting/Finance)

CFP designation (or equivalent)

Series 65 license

Master’s degree a plus

Tools

Financial planning software

Job description

Mercer Advisors seeks an Associate Wealth Advisor I to deepen relationships with an established client base and grow practice through referrals. You will work with our in-house experts to deliver comprehensive financial planning and tailored investment guidance.

The role is developmental, offering increasing exposure and responsibility while supporting the Senior Wealth Advisor and a growing book of business. A hybrid work arrangement with advanced resources supports client outcomes.