Senior Wealth Advisor — Build Plans, Grow Assets

Mercer Advisors; Rochester (MN); On-site; USD 85,000 - 145,000; Full time

Job summary

Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-centered environment under leadership to support region-wide business development and client service efforts.

The role requires serving as a primary advisor for a large client book, onboarding new clients annually, and delivering comprehensive financial planning across investments, tax, estate, and risk planning, with travel up to 50% for meetings and trainings.

Qualifications

• Bachelor’s degree in business, economics, accounting, or finance required; Master’s degree a plus.
• Five to twenty-five years of related experience.
• CFP designation preferred; additional certifications are a plus.

Responsibilities

• Serve as the primary trusted advisor to a book of 150-250 Wealth Path clients.
• Onboard or transition 10-50 new clients a year, building a client book of 250.
• Analyze, draft, edit, deliver, and present financial planning modules to clients.
• Manage client communications and coordinate with clients’ other advisors.
• Attend company workshops or lectures and speak to potential client groups when called upon.
• Travel up to 50% of the time for client meetings and trainings.

Skills

Investment knowledge

Financial planning

Client service

Sales aptitude

Communication

Teamwork

Travel flexibility

Education

Bachelor’s degree (Business/Economics/Accounting/Finance)

Master’s degree a plus

CFP designation encouraged

Tools

MS Office

Salesforce

Financial planning software

Custodian sites

Job description

Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-centered environment under leadership to support region-wide business development and client service efforts.

The role requires serving as a primary advisor for a large client book, onboarding new clients annually, and delivering comprehensive financial planning across investments, tax, estate, and risk planning, with travel up to 50% for meetings and trainings.