Elite Wealth Advisor — Hybrid: Client‑First Growth

Merceradvisors; Connecticut; Hybrid; USD 85,000 - 145,000; Full time

Benefits offered by this job

Health Savings Account (HSA)

Generous paid time off program

401(k) Retirement Plan with matches

Paid Parental Leave

Job summary

Mercer Advisors is looking for a Wealth Advisor in Connecticut. The role focuses on deepening relationships with clients, utilizing a dedicated sales team to serve clients efficiently and meet their financial goals through personalized strategies.

The position requires a Bachelor’s degree, substantial experience, and a CFP or equivalent certification. The role also offers a hybrid work schedule combining remote and office work, along with a competitive salary range of $85,000 to $145,000.

Qualifications

• 7-10 years of job-related experience as a Financial Planner or related role.
• Certified Financial Planner (CFP) designation required.
• Series 65 required unless exempt.

Responsibilities

• Identify financial goals and develop tailored recommendations.
• Communicate complex financial solutions effectively.
• Build long-lasting client relationships and ensure retention.

Skills

Advanced knowledge of the industry

Superior communication skills

Sales aptitude

Experience utilizing financial planning software

Education

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

Master’s degree

Job description

Mercer Advisors is looking for a Wealth Advisor in Connecticut. The role focuses on deepening relationships with clients, utilizing a dedicated sales team to serve clients efficiently and meet their financial goals through personalized strategies.

The position requires a Bachelor’s degree, substantial experience, and a CFP or equivalent certification. The role also offers a hybrid work schedule combining remote and office work, along with a competitive salary range of $85,000 to $145,000.