Wealth Advisor: Grow Your Practice with Expert Support

Mercer Advisors Inc.; Tampa (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

Mercer Advisors is seeking an experienced Wealth Advisor to deepen client relationships and grow a practice with access to an in-house team of experts in portfolio management, tax, estate planning, and more.

The role emphasizes client-centric fiduciary service, deep knowledge of financial planning, and the ability to diagnose client needs and propose tailored solutions. A dedicated Sales team supports advisors' client focus.

Qualifications

• Client relationship management
• Fiduciary financial planning
• Diagnosing client needs and tailoring solutions

Responsibilities

• Deepen client relationships and grow a practice with access to in-house experts in portfolio management, tax, estate planning, and more.
• Provide client-centric fiduciary service and apply financial planning knowledge to propose tailored solutions with sales support.

Job description

Mercer Advisors is seeking an experienced Wealth Advisor to deepen client relationships and grow a practice with access to an in-house team of experts in portfolio management, tax, estate planning, and more.

The role emphasizes client-centric fiduciary service, deep knowledge of financial planning, and the ability to diagnose client needs and propose tailored solutions. A dedicated Sales team supports advisors' client focus.