Hybrid Associate Wealth Advisor — Growth & Impact

Mercer-Advisors; Tampa (FL); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Health insurance

Parental leave

Life insurance

Job summary

Mercer Advisors is seeking an Associate Wealth Advisor I to deepen client relationships and organically grow a Book of Business. You will deliver comprehensive financial planning analyses and coordinate with our in‑house experts to help clients achieve their financial goals.

The role is developmental, offering increasing exposure and responsibility while supporting the Senior Wealth Advisor. A CFP designation and Series 65 are required, with travel up to 20% of the time in a hybrid workplace.

Qualifications

• Bachelor's degree required; Master’s degree a plus.
• At least 5 years of relevant experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, CPA).
• CFP designation required; other certifications may qualify (ChFC, PFS, CFA, CIC).
• Series 65 required unless exemptions apply; strong knowledge of investments, tax planning, and estate planning.

Responsibilities

• Develop comprehensive financial plans and recommendations for clients.
• Grow client base through referrals while leveraging in‑house experts.
• Coordinate with portfolio management, tax, and estate planning teams to deliver integrated solutions.
• Deliver accurate, timely, and compliant client service and advice.
• Travel up to 20% as required for client meetings and training.

Skills

Relationship management

Communication skills

Collaboration

Sales aptitude

Education

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

Master’s degree (a plus)

Job description

Mercer Advisors is seeking an Associate Wealth Advisor I to deepen client relationships and organically grow a Book of Business. You will deliver comprehensive financial planning analyses and coordinate with our in‑house experts to help clients achieve their financial goals.

The role is developmental, offering increasing exposure and responsibility while supporting the Senior Wealth Advisor. A CFP designation and Series 65 are required, with travel up to 20% of the time in a hybrid workplace.