Wealth Advisor: CFP-Driven Holistic Planning

Mercer Advisors Inc.; Radnor (Delaware County); Hybrid; USD 145,000 - 250,000; Full time

Benefits offered by this job

Health insurance

401(k) Retirement Plan

Paid time off

Parental Leave

Job summary

Mercer Advisors is seeking a Wealth Advisor to deepen client relationships and grow the practice with referrals, supported by an in-house team of experts in portfolio management, tax, estate planning, and more. This role focuses on delivering tailored financial planning and investment strategies for affluent clients, with a dedicated Sales team to support client-focused service.

The ideal candidate has CFP designation, 7–10 years of relevant experience, and excellent communication skills, with

Qualifications

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus.
• 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, CPA).
• CFP designation required; Series 65 required unless exemptions apply.

Responsibilities

• Identify clients' financial goals and develop recommendations to reach well-defined objectives.
• Communicate complex financial solutions using interpersonal skills.
• Retain clients by building meaningful, long-lasting relationships and implementing appropriate solutions.
• Leverage Mercer’s tax, estate planning, insurance, and other offerings for a comprehensive client service.
• Ensure adherence to compliance and regulatory policies and company standards.
• Act as a fiduciary, placing client interests and outcomes first.

Skills

Advanced knowledge of the industry/fin

Superior communication skills

Financial planning concepts

Asset allocation

Collaboration

Sales aptitude

Entrepreneurial spirit

Portfolio review

Travel up to 20%

Education

Bachelor's degree (Business/Economics/Accounting/Finance)

Tools

Financial planning software

Job description

Mercer Advisors is seeking a Wealth Advisor to deepen client relationships and grow the practice with referrals, supported by an in-house team of experts in portfolio management, tax, estate planning, and more. This role focuses on delivering tailored financial planning and investment strategies for affluent clients, with a dedicated Sales team to support client-focused service.

The ideal candidate has CFP designation, 7–10 years of relevant experience, and excellent communication skills, with