Guided Investing Wealth Advisor

Mercer Advisors Inc.; Houston (TX); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Company Paid Life & AD&D Insurance

Disability Insurance

Health Plans (HDHP) & HSA options

Vision Insurance

Dependent Care Savings Account

Paid Holidays & PTO

401(k) with company match

Parental Leave & Family Support

Employee Assistance Program

Job summary

Mercer Advisors in the United States seeks a Wealth Advisor, Guided Investing to deepen client relationships and grow practice through referrals. You will leverage an in‑house team of experts in portfolio management, tax, estate planning, and more to diagnose client needs and propose tailored solutions.

The role focuses on client-centered fiduciary service, collaboration with a dedicated Sales team, and a broad suite of financial planning and investment capabilities.

Qualifications

• Bachelor's degree in Business, Economics, Accounting or Finance related field; Master’s degree is a plus.
• At least 3 years of related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, CPA)
• Series 65 required unless exemptions apply
• Advanced knowledge of investments and financial planning concepts
• Superior communication skills to present investment, finance and tax planning solutions
• Ability to travel up to 20% as required for client meetings, training, etc.

Responsibilities

• Partner with clients to identify financial goals, analyze their financial landscape and develop recommendations that help achieve defined objectives.
• Communicate complex financial solutions to clients with strong interpersonal skills.
• Ensure client retention by building meaningful relationships and implementing appropriate financial solutions.
• Leverage Mercer’s tax, estate planning, insurance, and more to provide a comprehensive offering.
• Ensure adherence to compliance and regulatory policies and Mercer standards of client care.
• Act as a fiduciary, placing client interests and outcomes first.

Skills

Strong communication skills

Relationship building

Fiduciary mindset

Financial planning concepts

Investment knowledge

Education

Bachelor's degree in Business/Economics/Accounting/Finance

Master’s degree (a plus)

Job description

Mercer Advisors in the United States seeks a Wealth Advisor, Guided Investing to deepen client relationships and grow practice through referrals. You will leverage an in‑house team of experts in portfolio management, tax, estate planning, and more to diagnose client needs and propose tailored solutions.

The role focuses on client-centered fiduciary service, collaboration with a dedicated Sales team, and a broad suite of financial planning and investment capabilities.