Wealth Advisor — Hybrid, Client‑Focused Fiduciary

Mercer Advisors Inc.; Nashville (TN); Hybrid; USD 85,000 - 145,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with match

Paid holidays

Paid time off

Parental leave

HSA contributions

Job summary

Mercer Advisors seeks a Wealth Advisor to deepen relationships with an established client base and organically grow through referrals. You’ll work with our in-house experts to deliver comprehensive financial solutions and act as a client-focused fiduciary.

You’ll be supported by a technology platform and a team in portfolio management, tax and estate planning, with a dedicated sales team to focus on client service.

Qualifications

• Bachelor's degree in Business, Economics, Accounting or Finance; Master’s degree is a plus.
• 7–10 years of job-related experience in wealth management, financial planning or related fields.
• CFP designation required; alternatives: ChFC, PFS, CFA, CIC may qualify.
• Series 65 required unless exemptions apply; strong knowledge of investments and planning.
• Excellent communication and the ability to present investment and tax planning solutions.
• Entrepreneurial mindset with growth orientation and collaborative spirit.

Responsibilities

• Partner with affluent clients to identify goals and develop recommendations.
• Communicate complex financial solutions clearly to clients.
• Build lasting relationships to support client retention and growth.
• Leverage a broad suite of Mercer solutions including tax and estate planning.
• Ensure compliance with policies and fiduciary standards.
• Travel up to 20% for meetings and trainings.

Skills

Financial planning

Client relationship management

Communication skills

Fiduciary duties

Sales aptitude

Asset allocation

Portfolio review

Education

Bachelor's degree in Business, Economics, Accounting or Finance

Master’s degree a plus

Tools

CRM software

Financial planning software

Job description

Mercer Advisors seeks a Wealth Advisor to deepen relationships with an established client base and organically grow through referrals. You’ll work with our in-house experts to deliver comprehensive financial solutions and act as a client-focused fiduciary.

You’ll be supported by a technology platform and a team in portfolio management, tax and estate planning, with a dedicated sales team to focus on client service.