Hybrid Wealth Advisor — Client-Focused Growth

Mercer Advisors Inc.; United States; Hybrid; USD 125,000 - 180,000; Full time

Benefits offered by this job

Life Insurance

Disability Insurance

Medical plans

HSA with employer contributions

Dental & Vision

Paid holidays

Parental Leave

Job summary

Mercer Advisors seeks a Wealth Advisor to deepen relationships with an established client base and grow their practice through referrals. You will work with an in-house team of experts to help clients achieve financial goals, focusing on fiduciary client service.

Our dedicated Sales team allows advisors to stay client-focused, leveraging advanced planning and investment knowledge with a robust technology platform and cross-functional support in tax, estate planning, and more.

Qualifications

• Bachelor's degree in Business, Economics, Accounting or Finance; Master’s a plus.
• Certified Financial Planner (CFP) designation required; alternative certifications acceptable.
• Series 65 required, unless exemptions apply.
• 7–10 years of related experience in independent advisory/financial planning.

Responsibilities

• Identify client financial goals and develop recommendations to reach defined objectives.
• Communicate complex financial solutions clearly to clients.
• Retain clients by building meaningful long-term relationships and delivering solutions.
• Leverage tax, estate planning and insurance offerings to provide comprehensive client service.
• Adhere to compliance and fiduciary standards; travel up to 20% as needed.

Skills

Communication skills

Relationship building

Financial planning concepts

Industry knowledge

Education

CFP designation

Series 65

Bachelor's degree (Business/Economics/Finance)

Tools

Financial planning software

Job description

Mercer Advisors seeks a Wealth Advisor to deepen relationships with an established client base and grow their practice through referrals. You will work with an in-house team of experts to help clients achieve financial goals, focusing on fiduciary client service.

Our dedicated Sales team allows advisors to stay client-focused, leveraging advanced planning and investment knowledge with a robust technology platform and cross-functional support in tax, estate planning, and more.