Senior Wealth Advisor – Hybrid, High-Impact Growth

Mercer Advisors; Scottsdale (AZ); Hybrid; USD 170,000 - 300,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with match

Paid holidays

Parental leave

Training & development

Job summary

Mercer Advisors in Scottsdale, AZ, seeks a Senior Wealth Advisor focused on deepening client relationships and growing practice through referrals. You will work with an in-house team of experts to address financial planning, investments, tax, and estate considerations.

The role emphasizes fiduciary client service, sophisticated financial planning, and collaboration. Travel up to 20% for meetings and training. Hybrid schedule with remote and office work.

Qualifications

• Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
• CFP designation required. In lieu of the CFP, acceptable: ChFC, PFS, CFA, CIC.
• Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s).
• Advanced knowledge of the industry, financial products, and financial planning concepts
• Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
• An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
• Travel up to 20% for client meetings, training, etc.

Responsibilities

• Partners with affluent clients to identify financial goals and develop recommendations.
• Communicates complex financial solutions clearly to clients.
• Ensures client retention by building meaningful long-term relationships and implementing financial solutions.
• Leverages Mercer’s broad solutions including tax, estate planning, and insurance to provide comprehensive client offerings.
• Ensures adherence to compliance and regulatory policies and company standards of client care.
• Acts as a fiduciary with client interests and outcomes first.

Education

Bachelor's degree in Business, Economics, Accounting or Finance

Master’s degree a plus

Tools

CFP certification

Series 65

ChFC

PFS

CFA

CIC

Job description

Mercer Advisors in Scottsdale, AZ, seeks a Senior Wealth Advisor focused on deepening client relationships and growing practice through referrals. You will work with an in-house team of experts to address financial planning, investments, tax, and estate considerations.

The role emphasizes fiduciary client service, sophisticated financial planning, and collaboration. Travel up to 20% for meetings and training. Hybrid schedule with remote and office work.