Senior Wealth Advisor: Fiduciary, Client-Centric

merceradvisors; Portsmouth (NH); Hybrid; USD 150,000 - 210,000; Full time

Job summary

Mercer Advisors in Portsmouth, NH is seeking a seasoned Wealth Advisor to deepen client relationships and expand their practice. You will work with an in-house team of experts to tailor financial planning, investments, tax, and estate strategies and convert referrals into lasting partnerships.

The role requires CFP designation (or equivalent), 7–10 years of experience, Series 65, and strong communication and sales skills.

Qualifications

• CFP designation required; in lieu, ChFC, PFS, CFA, or CIC may qualify.
• 7–10 years of job-related experience as an Independent Advisor, Registered Representative, or Financial Planner.
• Series 65 required unless exemptions apply in the applicable state(s).

Responsibilities

• Identify client financial goals and develop recommendations to reach defined objectives.
• Explain complex financial solutions with clear, client-friendly communication.
• Maintain client retention by building long-lasting relationships and delivering suitable solutions.
• Leverage Mercer’s broad solution set including tax, estate planning, and insurance.
• Ensure adherence to compliance policies and company standards of client care.
• Act as a fiduciary placing client interests first and foremost.

Skills

Client relationships

Financial planning

Investment knowledge

Sales aptitude

Communication skills

Team collaboration

Education

Bachelor's degree in Business/Finance

Master's degree a plus

Job description

Mercer Advisors in Portsmouth, NH is seeking a seasoned Wealth Advisor to deepen client relationships and expand their practice. You will work with an in-house team of experts to tailor financial planning, investments, tax, and estate strategies and convert referrals into lasting partnerships.

The role requires CFP designation (or equivalent), 7–10 years of experience, Series 65, and strong communication and sales skills.