Wealth Advisor, Guided Investing | Client-Focused Growth

Mercer Advisors Inc.; Texas; Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

401(k) retirement plan with match

Health and welfare benefits

Paid holidays and generous PTO

Parental leave and family benefits

Job summary

Mercer Advisors seeks a Wealth Advisor, Guided Investing, to deepen relationships with an established client base and grow practice through referrals, while leveraging our unified in‑house team of experts for financial planning, tax, estate and investments.

Our firm has a dedicated Sales team so Advisors can focus on clients. The role requires Series 65, a bachelor’s degree, and 3+ years of relevant experience, with travel up to 20%.

Qualifications

• Bachelor's degree in Business, Economics, Accounting or Finance related; Master’s degree a plus
• Series 65 required, unless exemptions apply
• Advanced knowledge of the industry, financial products, and financial planning concepts
• Superior communication skills, with the ability to present investment, finance, and tax planning solutions to clients
• Sales aptitude and experience are preferred
• An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
• Strong understanding of investments and portfolio reviews; ability to perform asset allocation and analysis
• Comprehensive understanding of compliance requirements
• Ability to travel up to 20% as required for client meetings, training, etc.

Responsibilities

• Partners with clients to identify financial goals, analyze their financial landscape and develop recommendations
• Communicates complex financial solutions to clients with strong interpersonal skills
• Ensures client retention by building long-lasting relationships and implementing financial solutions
• Leverages Mercer’s tax, estate planning, insurance, and more to provide a comprehensive offering
• Ensures adherence to compliance and regulatory policies and company standards of client care
• Acts as a fiduciary, placing client interests first

Skills

Client relationship building

Financial planning

Communication skills

Analytical thinking

Education

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

Master’s degree a plus

Tools

Series 65 knowledge

Portfolio analysis

Job description

Mercer Advisors seeks a Wealth Advisor, Guided Investing, to deepen relationships with an established client base and grow practice through referrals, while leveraging our unified in‑house team of experts for financial planning, tax, estate and investments.

Our firm has a dedicated Sales team so Advisors can focus on clients. The role requires Series 65, a bachelor’s degree, and 3+ years of relevant experience, with travel up to 20%.