Wealth Advisor - Hybrid, Client-Centric Fiduciary

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

Benefits offered by this job

401(k) matching

Health insurance

Paid holidays

Paid time off

Parental leave

Wellness programs

Job summary

Mercer Advisors is seeking a Wealth Advisor to deepen relationships with an established client base and grow the practice with the support of an in-house team of experts.

You will diagnose client needs, present comprehensive financial planning and investment solutions, and act as a client-focused fiduciary in a hybrid work environment.

This role requires CFP designation or equivalent, 7–10 years of experience, and willingness to travel up to 20% to meet clients.

Qualifications

• Bachelor’s degree in Business/Finance or related field; CFP is preferred.
• 7–10 years of relevant experience (Independent Advisor, Registered Representative, etc.).
• CFP designation required; Series 65 required unless exempted in state(s).
• Strong knowledge of financial planning concepts and investments.

Responsibilities

• Partner with affluent clients to identify goals and develop recommendations.
• Communicate complex financial solutions clearly to clients.
• Ensure client retention by building long-term relationships and implementing solutions.
• Utilize Mercer’s broad solutions including tax, estate planning, and insurance.

Skills

Financial planning

Relationship skills

Fiduciary duty

Investment knowledge

Communication skills

Education

Bachelor’s degree in Business/Finance

Tools

Financial planning software

Job description

Mercer Advisors is seeking a Wealth Advisor to deepen relationships with an established client base and grow the practice with the support of an in-house team of experts.

You will diagnose client needs, present comprehensive financial planning and investment solutions, and act as a client-focused fiduciary in a hybrid work environment.

This role requires CFP designation or equivalent, 7–10 years of experience, and willingness to travel up to 20% to meet clients.