Hybrid Wealth Advisor: Client‑Focused Growth & Impact

Mercer Advisors Inc.; Tampa (FL); Hybrid; USD 85,000 - 145,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid holidays

Job summary

Mercer Advisors is seeking an experienced Wealth Advisor to deepen client relationships and grow a practice with access to an in-house team of experts in portfolio management, tax, estate planning, and more.

The role emphasizes client-centric fiduciary service, deep knowledge of financial planning, and the ability to diagnose client needs and propose tailored solutions. A dedicated Sales team supports advisors’ client focus.

Qualifications

• CFP designation required; in lieu of CFP, other certifications may be acceptable.
• Series 65 required, unless exemptions apply.
• 7–10 years of related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, CPA).

Responsibilities

• Identify clients' financial goals and develop recommendations.
• Communicate complex financial solutions clearly to clients.
• Build and retain client relationships to support growth.
• Leverage tax, estate planning, and insurance offerings to provide holistic solutions.

Skills

Relationship management

Communication skills

Portfolio analysis

Sales aptitude

Team collaboration

Education

Bachelor's degree in Business/Finance

Master’s degree preferred

Tools

Financial planning software

Job description

Mercer Advisors is seeking an experienced Wealth Advisor to deepen client relationships and grow a practice with access to an in-house team of experts in portfolio management, tax, estate planning, and more.

The role emphasizes client-centric fiduciary service, deep knowledge of financial planning, and the ability to diagnose client needs and propose tailored solutions. A dedicated Sales team supports advisors’ client focus.