Associate Wealth Advisor, UHNW

Responsibilities

• Function as a primary trusted advisor to high net worth clients
• Support Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, and insurance planning
• Analyze, draft, and present financial planning modules to clients
• Manage client communications and coordinate follow-ups with other professional advisors
• Drive client retention and generate new referrals through exceptional service
• Attend company workshops and speak to potential client groups when required
• Implement company policies and maintain high standards of client care

Requirements

• Bachelor's degree from an accredited institution (preferably in Business, Economics, Accounting, or Finance)
• 3+ years of job-related experience in financial services
• Certified Financial Planner (CFP) designation
• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook)
• Experience with Salesforce and financial planning software
• Ability to travel up to 50% for client meetings and professional training

Preferred Qualifications

• Master's degree in a relevant field
• Additional certifications such as ChFC, PFS, CFA, or CIC

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement plan with company match and Roth options
• Paid parental leave (8 weeks) and adoption assistance
• 14 company-paid holidays including a full week off at Thanksgiving
• Generous paid time off for vacation and sick days
• Company-paid life, AD&D, short-term, and long-term disability insurance
• Access to personalized financial planning at preferred employee pricing

About the Company

Mercer Advisors is an independent fiduciary ranked as the #1 RIA Firm in the nation by Barron’s for two consecutive years. For over 40 years, we have helped families simplify their financial lives by integrating planning, investment management, tax, estate, and insurance services into a single, cohesive team. We serve over 31,300 families across more than 90 cities in the U.S.