About the job
Why Join Mercer Advisors?
For over four decades, Mercer Advisors has been dedicated to enhancing and simplifying the financial lives of families. Our unique approach integrates financial planning, investment management, tax strategies, estate planning, insurance solutions, and more, all under the guidance of a single, cohesive team. Today, we proudly support over 31,300 families across more than 90 cities nationwide. Recognized as the #1 Registered Investment Advisor (RIA) firm in the United States by Barron’s, we operate as an independent, national fiduciary committed to acting in the best interests of our clients.
At Mercer Advisors, we cultivate a work environment that is distinct within the financial industry. Our workforce is comprised of 50% women, emphasizing our commitment to diversity and inclusion. We attract top-tier talent from across the nation, supported by flexible working arrangements, which allows us to build the finest team possible.
Join our mission to make a significant impact on the financial well-being of families throughout the country.
*Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics, including size, growth, service quality, technology, and succession planning, among others. No fee was paid for participation in the ranking; however, Mercer Advisors has compensated Barron’s for using the ranking in marketing. For more information about the ranking criteria methodology, please see here.
Position Overview:
The Associate Wealth Advisor will operate within a client-centric, collaborative team environment under the guidance of the firm’s Managing Directors and local Wealth Management leadership. This role is essential in supporting the regional business development and client service initiatives of the team.
Key Responsibilities:
- Act as the primary trusted advisor to high-net-worth clients.
- Facilitate client retention and generate referrals.
- Support Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and holistic financial planning.
- Analyze, draft, edit, deliver, and present comprehensive financial planning modules to clients.
- Manage client communications and liaise with clients’ other advisors.
- Ensure compliance with regulatory requirements and internal policies.

