Wealth Advisor Associate - UHNW Client Solutions

Mercer Advisors; Minneapolis (MN); Hybrid; USD 102,000 - 120,000; Full time

Benefits offered by this job

401(k) retirement plan with match

Health insurance options

Paid time off (vacation/sick)

Parental leave

Life & disability insurance

Employee assistance program

Job summary

Mercer Advisors is seeking an Associate Wealth Advisor in Minneapolis, MN to deepen client relationships and grow practice with in‑house specialists. You will deliver comprehensive financial planning analyses and leverage the team to advance client goals, while developing ownership and responsibilities over time.

The role emphasizes fiduciary client outcomes, regulatory compliance, and collaboration across portfolio management, tax, and estate planning to provide integrated wealth solutions.

Qualifications

• Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
• At least 5 years of job-related experience in wealth advisory or financial planning roles
• CFP designation required; alternative certifications may be acceptable per state rules; Series 65 required unless exempted

Responsibilities

• Anticipates the Senior Advisor’s needs and supports prep/post‑meeting deliverables to maximize client growth.
• Prepares and participates in client meetings to ensure a seamless, high‑touch experience.
• Develops financial solutions with internal partners to deliver integrated offerings to clients.
• Performs comprehensive financial plans reflecting client goals and long‑term objectives.
• Coordinates with portfolio management, tax, estate planning and other teams for coordinated client service.
• Communicates progress, next steps, and considerations to the Senior Wealth Advisor.
• Builds advisor capabilities and takes increasing client ownership over time.
• Translates complex financial concepts into clear client materials.
• Partners with Senior Wealth Advisor to deliver accurate, timely client service.
• Ensures adherence to compliance and company standards; acts as fiduciary.

Skills

Relationship management

Financial planning

Client communication

Team collaboration

Regulatory awareness

Travel up to 20%

Education

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

CFP designation

Series 65 license

ChFC/PFS/CFA/CIC (alternate certifications)

Tools

N/A

Job description

Mercer Advisors is seeking an Associate Wealth Advisor in Minneapolis, MN to deepen client relationships and grow practice with in‑house specialists. You will deliver comprehensive financial planning analyses and leverage the team to advance client goals, while developing ownership and responsibilities over time.

The role emphasizes fiduciary client outcomes, regulatory compliance, and collaboration across portfolio management, tax, and estate planning to provide integrated wealth solutions.