Hybrid Wealth Advisor: Fiduciary, Client Growth

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

Benefits offered by this job

Health insurance

401(k) plan with company match

Paid time off

Parental leave

Life & AD&D insurance

Disability insurance

HSA with company contributions

Job summary

Mercer Advisors seeks an experienced Wealth Advisor to deepen relationships with an established client base and grow practice through referrals. The role leverages in-house experts in portfolio management, tax, and estate planning to tailor comprehensive financial solutions.

A dedicated Sales team supports advisors to focus on clients and fiduciary responsibilities. Required CFP designation (or equivalent), Series 65, 7–10 years of relevant experience, and strong communication and collaborative

Qualifications

• CFP designation required; other recognized certifications allowed (ChFC, PFS, CFA, CIC).
• Series 65 required unless exemptions apply.
• Advanced knowledge of investments and financial planning concepts.
• Strong communication skills and client-focused fiduciary mindset.
• Willingness to travel up to 20% for client meetings and training.

Responsibilities

• Partner with affluent clients to identify goals and develop recommendations.
• Communicate complex financial solutions with clear, relationship-based approach.
• Retain clients by building long-term relationships and implementing strategies.
• Leverage tax, estate planning, insurance, and other Mercer solutions.
• Ensure compliance with regulatory policies and company standards.

Education

Bachelor's degree

Master's degree

Job description

Mercer Advisors seeks an experienced Wealth Advisor to deepen relationships with an established client base and grow practice through referrals. The role leverages in-house experts in portfolio management, tax, and estate planning to tailor comprehensive financial solutions.

A dedicated Sales team supports advisors to focus on clients and fiduciary responsibilities. Required CFP designation (or equivalent), Series 65, 7–10 years of relevant experience, and strong communication and collaborative