Senior Wealth Advisor & Team Leader

Mercer Advisors Inc.; Portland (OR); Hybrid; USD 170,000 - 210,000; Full time

Benefits offered by this job

401(k) Retirement Plan with match

Health Insurance

Paid time off

Job summary

Mercer Advisors in the United States seeks a Partner, Sr. Wealth Advisor to drive regional growth and client service excellence.

You will lead a dedicated team of Wealth Advisors, leverage in-house experts, and focus on expanding an established client base through referrals and deep financial planning knowledge. With a strong emphasis on fiduciary duty, you will deliver tailored investment and planning solutions while collaborating with a nationwide Sales team to stay client-centric and

Qualifications

• CFP certification required; alternative designations accepted (ChFC, PFS, CFA, CIC).
• Series 65 license required or qualifying exemption.
• Bachelor’s degree in Business, Economics, Accounting or Finance preferred.
• 5–15 years of wealth advisory experience in related roles.
• Experience leading advisor teams and mentoring planners.
• Willingness to travel up to 50% for client meetings and events.

Responsibilities

• Lead and develop a high-performing team of Wealth Advisors.
• Demonstrate a clear, engaging leadership style that inspires success.
• Drive integration of acquired practices with Mercer’s values.
• Contribute to regional and enterprise leadership through committees.
• Serve as trusted advisor to affluent clients with tailored recommendations.
• Communicate sophisticated strategies clearly to clients.
• Ensure client retention through long-term relationships and holistic solutions.
• Utilize Mercer’s services (tax, estate planning, insurance) for holistic wealth management.
• Maintain compliance with regulatory standards.
• Act as a fiduciary prioritizing client interests.

Skills

Team leadership

Client relations

Communication

Financial planning knowledge

Mentoring

Sales aptitude

Travel up to 50%

Education

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

Master’s degree preferred

Tools

Financial planning software

Job description

Mercer Advisors in the United States seeks a Partner, Sr. Wealth Advisor to drive regional growth and client service excellence.

You will lead a dedicated team of Wealth Advisors, leverage in-house experts, and focus on expanding an established client base through referrals and deep financial planning knowledge. With a strong emphasis on fiduciary duty, you will deliver tailored investment and planning solutions while collaborating with a nationwide Sales team to stay client-centric and