Wealth Advisor — Client-Focused, Hybrid Role

Socket.dev; Boulder (CO); Hybrid; USD 85,000 - 145,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Paid holidays and vacation

Parental leave

Job summary

Mercer Advisors seeks a Wealth Advisor to deepen relationships with an established client base and organically grow practice through referrals, while leveraging our unified in-house team of experts in portfolio management, tax, estate planning, and planning software.

As a fiduciary, you will translate complex investment and financial planning concepts into clear recommendations, maintain regulatory compliance, collaborate across disciplines, and travel up to 20% for client meetings and training

Qualifications

• Bachelor’s degree in business, economics, accounting or finance; Master’s preferred
• CFP designation or equivalent; Series 65 required unless exemptions
• 7–10 years in related advisory/financial planning roles
• Proven client relationship and fiduciary experience
• Travel up to 20% for meetings and training

Responsibilities

• Deepen relationships with an established client base and grow practice through referrals
• Collaborate with in-house team of experts to serve clients
• Provide comprehensive financial planning and investment recommendations
• Communicate complex solutions clearly to clients
• Ensure compliance with regulatory policies and company standards

Skills

Financial planning

Relationship management

Communication skills

Sales aptitude

Portfolio analysis

Compliance knowledge

Travel readiness

Education

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

Master’s degree (a plus)

Tools

Financial planning software

Job description

Mercer Advisors seeks a Wealth Advisor to deepen relationships with an established client base and organically grow practice through referrals, while leveraging our unified in-house team of experts in portfolio management, tax, estate planning, and planning software.

As a fiduciary, you will translate complex investment and financial planning concepts into clear recommendations, maintain regulatory compliance, collaborate across disciplines, and travel up to 20% for client meetings and training