CFP-Certified Wealth Advisor | Hybrid & Client Growth

Merceradvisors; Tampa (FL); Hybrid; USD 85,000 - 145,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Parental leave

Vacation/sick days

Job summary

Mercer Advisors seeks a Wealth Advisor to deepen relationships with an established client base and drive organic growth through referrals. You’ll work with a dedicated Sales team and leverage in-house experts in portfolio management, planning, and tax to tailor comprehensive financial solutions.

Responsibilities include diagnosing client needs, presenting strategies, and delivering fiduciary guidance aligned with clients’ goals.

Qualifications

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
• CFP designation required; alternative certifications may be acceptable: ChFC, PFS, CFA, CIC
• Series 65 required, unless exemptions apply
• Advanced knowledge of financial planning concepts and investment products

Responsibilities

• Partner with affluent clients to identify financial goals and develop recommendations
• Communicate complex financial solutions clearly to clients
• Ensure client retention through meaningful relationships and tailored solutions
• Leverage Mercer’s broad set of solutions including tax, estate planning and insurance
• Adhere to compliance and regulatory policies and company standards
• Act as a fiduciary, placing client interests first

Skills

Financial planning

Communication skills

Investment knowledge

Regulatory compliance

Team collaboration

Sales aptitude

Entrepreneurial spirit

Asset allocation

Education

Bachelor's degree in Business, Economics, Accounting or Finance

CFP designation

Series 65

Other certifications (ChFC, PFS, CFA, CIC)

Job description

Mercer Advisors seeks a Wealth Advisor to deepen relationships with an established client base and drive organic growth through referrals. You’ll work with a dedicated Sales team and leverage in-house experts in portfolio management, planning, and tax to tailor comprehensive financial solutions.

Responsibilities include diagnosing client needs, presenting strategies, and delivering fiduciary guidance aligned with clients’ goals.