Elite Wealth Advisor: Guided Investing & Client Growth

Merceradvisors; Denver (CO); On-site; USD 85,000 - 145,000; Full time

Benefits offered by this job

401(k) Retirement Plan

Paid time off for vacation and sick days

Health, Dental, and Vision Insurance

Paid Parental Leave

Employee Assistance Plan

Job summary

Mercer Advisors in Denver, Colorado is seeking a Wealth Advisor focused on building lasting relationships with affluent clients while helping them achieve their financial goals. Candidates should have a bachelor's degree in a relevant field, significant experience in finance, and hold necessary certifications. A competitive salary and comprehensive benefits package are offered.

This position requires the ability to work collaboratively and communicate complex financial solutions effectively.

Qualifications

• At least 3 years of job-related experience in relevant fields.
• Series 65 certification required unless exempt.

Responsibilities

• Identify clients' financial goals and provide tailored recommendations.
• Communicate complex financial solutions effectively.
• Build long-lasting relationships with clients.
• Ensure compliance with policies and regulations.
• Act as a fiduciary prioritizing client interests.

Skills

Advanced knowledge of the industry

Superior communication skills

Sales aptitude and experience

Understanding of compliance requirements

Education

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

Job description

Mercer Advisors in Denver, Colorado is seeking a Wealth Advisor focused on building lasting relationships with affluent clients while helping them achieve their financial goals. Candidates should have a bachelor's degree in a relevant field, significant experience in finance, and hold necessary certifications. A competitive salary and comprehensive benefits package are offered.

This position requires the ability to work collaboratively and communicate complex financial solutions effectively.