Wealth Advisor (CFP) - Hybrid, Growth-Focused

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

Benefits offered by this job

Company Paid Life & AD&D Insurance

Disability Insurance

Health Insurance Plans

HSA with company contributions

Vision Insurance

Paid holidays

Job summary

Mercer Advisors is seeking a Wealth Advisor to deepen relationships with an established client base and grow their practice through referrals, supported by our in-house experts in portfolio management, planning, tax, and estate services.

As a client-focused fiduciary, you will diagnose client needs and propose tailored solutions, collaborating with a dedicated Sales team to prioritize client outcomes and service quality.

Qualifications

• Bachelor's degree in a relevant field (Business, Economics, Accounting or Finance).
• CFP designation required; other certifications may be acceptable (ChFC, PFS, CFA, CIC).
• Series 65 required unless exempted by state law.
• Strong communication and presentation skills; ability to explain complex financial concepts.

Responsibilities

• Partner with affluent clients to identify goals and develop recommendations.
• Communicate complex financial solutions with clear, client-focused language.
• Build and retain relationships while delivering tailored financial solutions.
• Leverage tax, estate planning, insurance, and other Mercer offerings for a comprehensive plan.
• Ensure compliance with regulatory policies and fiduciary standards.
• Travel up to 20% for client meetings and training.

Skills

Communication skills

Relationship building

Fiduciary duties

Sales aptitude

Entrepreneurial mindset

Travel up to 20%

Education

Bachelor's degree in Business/Finance

Master’s degree considered a plus

Job description

Mercer Advisors is seeking a Wealth Advisor to deepen relationships with an established client base and grow their practice through referrals, supported by our in-house experts in portfolio management, planning, tax, and estate services.

As a client-focused fiduciary, you will diagnose client needs and propose tailored solutions, collaborating with a dedicated Sales team to prioritize client outcomes and service quality.