Senior Wealth Advisor, Regis (uhnw)

Mercer Advisors

New York, United States
Base: $170,000 - $210,000 usd; bonus/equity: annua...
On-site
Ultra-high-net-worth client relationship management
Comprehensive financial planning and tax strategies
Fiduciary standards and regulatory compliance
The role focuses on serving ultra-high-net-worth families ($25M+) by delivering a boutique-level, intimate experience backed by a national fiduciary team

Job Summary

  • The role focuses on serving ultra-high-net-worth families ($25M+) by delivering a boutique-level, intimate experience backed by a national fiduciary team.
  • Advisors act as primary relationship managers who leverage in-house experts in tax, estate, and insurance to solve complex financial challenges.
  • Mercer Advisors offers a hybrid work environment with competitive benefits including medical, dental, vision, and generous paid time off.

Matching Summary

The role focuses on serving ultra-high-net-worth families ($25M+) by delivering a boutique-level, intimate experience backed by a national fiduciary team.

Salary

Base: $170,000 - $210,000 USD; Bonus/Equity: Annual bonus and incentive compensation eligible; Benefits: Medical, dental, vision, life insurance, 401(k), HSA, disability coverage

Skills & Requirements

Must-have

  • Ultra-high-net-worth client relationship management
  • Comprehensive financial planning and tax strategies
  • Fiduciary standards and regulatory compliance

Nice-to-have

  • Entrepreneurial spirit and growth mindset
  • Sales aptitude and organic practice growth
  • Collaboration with functional experts

Key Requirements

  • 15+ years of job-related experience
  • Certified Financial Planner (CFP) designation required
  • Series 65 license required unless exempt
  • Bachelor's degree in Business, Economics, Accounting, or Finance

Work Rights

Not specified

Tailored Resume

Cover Letter