Senior Wealth Advisor | Hybrid, Client-Centric Fiduciary

merceradvisors; Scottsdale (AZ); Hybrid; USD 120,000 - 210,000; Full time

Job summary

Mercer Advisors is seeking a Senior Wealth Advisor to deepen relationships with an established client base and grow their practice through referrals. You will leverage an in-house team of experts in portfolio management, tax, estate planning, and financial planning to deliver tailored wealth solutions.

Our dedicated Sales team allows advisors to focus on clients, providing fiduciary guidance with a client-first approach. Strong communication and a growth mindset are essential.

Qualifications

• Deep knowledge of financial planning, investments, tax planning and estate planning.
• Excellent communication and relationship-building skills with clients at high levels.
• Sales aptitude and ability to grow a practice through referrals and new clients.

Responsibilities

• Partner with affluent clients to identify goals and develop comprehensive financial plans.
• Explain complex financial strategies clearly to clients.
• Maintain client retention through meaningful long-term relationships and tailored solutions.
• Leverage Mercer’s team of experts in portfolio management, planning, and tax to serve clients.

Skills

Client relationships

Communication skills

Sales experience

Entrepreneurial spirit

Growth mindset

Travel readiness

Education

Bachelor's degree in business, economics or finance

Master's degree a plus

Tools

Financial planning software

Job description

Mercer Advisors is seeking a Senior Wealth Advisor to deepen relationships with an established client base and grow their practice through referrals. You will leverage an in-house team of experts in portfolio management, tax, estate planning, and financial planning to deliver tailored wealth solutions.

Our dedicated Sales team allows advisors to focus on clients, providing fiduciary guidance with a client-first approach. Strong communication and a growth mindset are essential.