Hybrid Wealth Advisor - Fiduciary, Client Growth

Mercer Advisors; Denver (CO); Hybrid; USD 85,000 - 145,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) contributions

Paid time off

Family Medical Leave

Parental Leave

Life Insurance

Disability Insurance

Health Savings Account (HSA)

Job summary

Mercer Advisors is seeking a Wealth Advisor to deepen relationships with an established client base and grow their practice through referrals. You will work with our in-house team of experts in portfolio management, tax, and estate planning to tailor financial solutions for each client’s goals.

Our Wealth Advisors focus on client-centered fiduciary service, leveraging advanced planning and investments knowledge to diagnose client needs and propose suitable strategies.

Qualifications

• Bachelor's degree in Business, Economics, Accounting or Finance related (Master’s degree a plus).
• 7-10 years of job-related experience (Independent Advisor, Registered Representative, etc.).
• CFP or alternative certifications and Series 65 may be required depending on state.

Responsibilities

• Partners with affluent clients to identify financial goals and develop recommendations.
• Communicates complex financial solutions to clients.
• Ensures client retention by building long-lasting relationships and implementing solutions.
• Leverages Mercer’s tax, estate planning, and insurance solutions for a comprehensive offering.
• Ensures adherence to compliance and regulatory policies.
• Acts as a fiduciary placing client interests first.

Skills

Advanced financial knowledge

Superior communication

Client relationship skills

Portfolio analysis

Asset allocation

Compliance understanding

Travel up to 20%

Education

Bachelor's degree

Master’s degree a plus

Tools

Financial planning software

Job description

Mercer Advisors is seeking a Wealth Advisor to deepen relationships with an established client base and grow their practice through referrals. You will work with our in-house team of experts in portfolio management, tax, and estate planning to tailor financial solutions for each client’s goals.

Our Wealth Advisors focus on client-centered fiduciary service, leveraging advanced planning and investments knowledge to diagnose client needs and propose suitable strategies.