Wealth Advisor — Client‑Focused Growth (Hybrid)

Mercer Advisors Inc.; Portsmouth (NH); Hybride; USD 125 000 - 180 000; Plein temps

Avantages offerts par ce poste

Company Paid Life Insurance

Company Paid Disability Insurance

Health Insurance Plans

Health Savings Account (HSA) with会社con

401(k) Retirement Plan with match

Paid Holidays

Résumé du poste

Mercer Advisors is seeking a Wealth Advisor to deepen client relationships and organically grow their practice from an established base, while leveraging our in-house team of experts in planning, tax, and investments.

You will be supported by a dedicated Sales team and a sophisticated technology platform that enables tailored, fiduciary guidance across complex financial needs. The role features a hybrid schedule with Maine/Portsmouth client travel and broad opportunity for growth.

Qualifications

• Bachelor's degree from an accredited institution (Business, Economics, Accounting or Finance related); Master’s degree a plus.
• 7–10 years of job-related experience in advisory roles (Independent Advisor, Registered Representative, Financial Planner, CPA).
• CFP designation required; alternative certifications listed: ChFC, PFS, CFA, CIC; Series 65 required unless exempted.
• Advanced knowledge of financial planning concepts with strong communication and client-facing skills; ability to travel up to 20%.

Responsabilités

• Partner with affluent clients to identify goals, analyze their financial landscape, and develop recommendations.
• Communicate complex financial solutions clearly to clients and build lasting relationships.
• Ensure client retention and implement comprehensive financial solutions across tax, estate and investments.
• Leverage Mercer’s solutions to provide a full offering and ensure regulatory compliance.

Connaissances

Relationship management

Financial planning

Communication skills

Sales aptitude

Travel planning

Formation

CFP designation

Series 65

Bachelor's degree in Business/Finance

Description du poste

Mercer Advisors is seeking a Wealth Advisor to deepen client relationships and organically grow their practice from an established base, while leveraging our in-house team of experts in planning, tax, and investments.

You will be supported by a dedicated Sales team and a sophisticated technology platform that enables tailored, fiduciary guidance across complex financial needs. The role features a hybrid schedule with Maine/Portsmouth client travel and broad opportunity for growth.