Senior Wealth Advisor – Hybrid (Dallas–Fort Worth)

Mercer Advisors; Texas; Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan with match

Paid time off and holidays

Parental leave and family benefits

Wellness and life insurance

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 experts across portfolio management, tax, estate planning, and more.

Our dedicated Sales team lets advisors focus on clients while delivering fiduciary, client-first financial planning. A CFP or equivalent certification plus Series 65 is required, with travel up to 20% as needed.

Qualifications

• Bachelor's degree in a business, economics, accounting or finance related field; Master’s degree is a plus.
• 7-10 years of job-related experience in advisory/financial planning roles.
• CFP designation required; other certifications may be acceptable.
• Series 65 required or exemptions where applicable.
• Strong communication, presentation and analytical skills.
• Willingness to travel up to 20% for meetings/trainings.

Responsibilities

• Partner with affluent clients to identify financial goals and develop recommendations.
• Communicate complex financial solutions clearly to clients.
• Enhance client retention through long-lasting relationships and appropriate financial solutions.
• Leverage Mercer’s tax, estate planning, and insurance offerings to provide a comprehensive service.
• Ensure compliance with policies and fiduciary responsibilities.
• Act as a fiduciary prioritizing client interests.

Skills

Excellent communication

Sales aptitude

Entrepreneurial spirit

Client relationship building

Team collaboration

Education

Bachelor's degree in Business/Economics/Accounting/Finance

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 experts across portfolio management, tax, estate planning, and more.

Our dedicated Sales team lets advisors focus on clients while delivering fiduciary, client-first financial planning. A CFP or equivalent certification plus Series 65 is required, with travel up to 20% as needed.