Associate Wealth Advisor, Uhnw

Mercer Advisors

Remote, US
Remote
Comprehensive financial planning analysis
Client relationship management skills
Collaboration with tax and estate experts
Mercer Advisors serves over 31,300 families with a dedicated Regis Group focused on ultra-high-net-worth clients with $50M+ assets

Job Summary

  • Mercer Advisors serves over 31,300 families with a dedicated Regis Group focused on ultra-high-net-worth clients with $50M+ assets.
  • The Associate Wealth Advisor I role involves deepening client relationships, preparing comprehensive financial plans, and supporting the Senior Wealth Advisor's practice.
  • Candidates must act as fiduciaries, placing client interests first while collaborating with internal specialists in portfolio management, tax, and estate planning.

Matching Summary

Mercer Advisors serves over 31,300 families with a dedicated Regis Group focused on ultra-high-net-worth clients with $50M+ assets.

Skills & Requirements

Must-have

  • Comprehensive financial planning analysis
  • Client relationship management skills
  • Collaboration with tax and estate experts
  • Fiduciary standards adherence
  • Financial planning software proficiency

Nice-to-have

  • Sales aptitude and experience preferred
  • Entrepreneurial spirit and growth mindset
  • Ability to travel up to 20%
  • Positive attitude contributing to team culture

Key Requirements

  • Bachelor's degree required; Master's preferred
  • Minimum 5 years of job-related experience
  • Certified Financial Planner (CFP) designation required
  • Series 65 license required unless exempt
  • Advanced knowledge of financial products and planning concepts

Work Rights

Not specified

Tailored Resume

Cover Letter