Wealth Advisor

Why Work at Mercer Advisors

For 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons we are an independent national fiduciary legally obligated to always act in the best interest of our clients.

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women reflecting our commitment to diversity. We attract top talent from across the country with no formal headquarters and flexible working arrangements allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

• Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barrons top RIA ranking is based on a combination of metrics including size growth service quality technology succession planning and others. No fee was paid for participation in the ranking however Mercer Advisors has paid a fee to Barrons to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary :

The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each clients unique scenario. Theyre supported by a sophisticated technology platform and a team of experts in portfolio management financial planning tax estate planning and more.

Key Responsibilities and Duties

Required Knowledge Skills and Abilities :

Education :

Experience :

Certifications / Licenses :

Skills & Competencies :

Working Conditions : Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station.

Salary : Average annual salary range for this position across our locations is : $200000 to $250000 (plus incentives). Actual base pay within this range will be based on a variety of factors including but not limited to the applicants geographic location relevant experience education skills and licenses / certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors incentive compensation programs.

#LI-Hybrid

Benefits :

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following :

We are not accepting unsolicited resumes from agencies and / or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age color disability gender marital status national origin race religion sexual orientation gender identity and expression physical or mental disability genetic predisposition or carrier status or any other characteristic protected by law in accordance with all applicable federal state and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations including recruitment hiring training and development promotion transfer demotion termination layoff compensation benefits and all other terms conditions and privileges of employment in accordance with applicable federal state and local laws.

If you need an accommodation seeking employment with Mercer Advisors please email This email is for accommodation requests only. Accommodations are made on a case-by-case basis.

Applicants have rights under federal employment laws :

U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.

If you are a resident of California learn more about Mercers California Consumer Privacy Policy here.

CCPA Notice at Collection

Required Experience :

Unclear Seniority

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills

Employment Type : Advisor

Experience : years

Vacancy : 1