UHNW Wealth Advisory Associate

Mercer Advisors; Denver (CO); Hybrid; USD 98,000 - 115,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with match

Paid holidays

Job summary

Mercer Advisors seeks an Associate Wealth Advisor I to deepen client relationships and grow the practice through referrals. You will deliver comprehensive financial planning analyses with our in-house experts, supporting client outcomes and scalability for the Senior Wealth Advisor’s book of business.

This developmental role provides increasing exposure and responsibility over time. Join a fiduciary team with a national footprint, travel up to 20%, and a hybrid work arrangement that combines

Qualifications

• Bachelor's degree in Business, Economics, Accounting or Finance related field is required.

Responsibilities

• Anticipates needs, manages deliverables, and prioritizes workflow to maximize client growth.
• Prepares for, participates in, and follows up after client meetings to ensure a high-touch experience.
• Develops financial solutions with internal partners to deliver integrated client offerings.
• Prepares comprehensive financial plans reflecting clients' goals and circumstances.
• Collaborates with portfolio management, tax, estate planning, and other teams to coordinate expertise.

Skills

Client relations

Financial planning

Investment knowledge

Regulatory compliance

Team collaboration

Sales aptitude

Education

Bachelor's degree in Business/Finance/Economics

Tools

CRM systems

Financial planning software

Portfolio management tools

Job description

Mercer Advisors seeks an Associate Wealth Advisor I to deepen client relationships and grow the practice through referrals. You will deliver comprehensive financial planning analyses with our in-house experts, supporting client outcomes and scalability for the Senior Wealth Advisor’s book of business.

This developmental role provides increasing exposure and responsibility over time. Join a fiduciary team with a national footprint, travel up to 20%, and a hybrid work arrangement that combines