Associate Wealth Advisor, Regis (uhnw)

Mercer Advisors

Remote, US
Base: $97,750 - $130,000 usd; bonus/equity: eligib...
Remote
Ultra-high-net-worth client experience
Comprehensive financial planning solutions
Fiduciary standard of care
Mercer Advisors is seeking an Associate Wealth Advisor to join their Regis Group, which focuses on serving ultra-high-net-worth families. The role involves supporting a Senior Wealth Advisor and requires strong relationship-building skills, technical knowledge in financial planning, and a commitment to client-centered service

Job Summary

  • The role focuses on serving ultra-high-net-worth families ($50M+) by providing a boutique-level, highly intimate financial experience backed by a national fiduciary team.
  • Candidates will work hand-in-hand with a Senior Wealth Advisor to deepen client relationships, organize workflow, and deliver seamless high-touch client experiences.
  • Mercer Advisors offers a competitive benefit package including company-paid life and disability insurance, multiple medical plan options, and flexible remote working arrangements.

Matching Summary

Match Score: 85

Mercer Advisors is seeking an Associate Wealth Advisor to join their Regis Group, which focuses on serving ultra-high-net-worth families. The role involves supporting a Senior Wealth Advisor and requires strong relationship-building skills, technical knowledge in financial planning, and a commitment to client-centered service.

Salary

Base: $97,750 - $130,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Company paid basic life, AD&D, short-term and long-term disability, and supplemental insurance options

Skills & Requirements

Must-have

  • Ultra-high-net-worth client experience
  • Comprehensive financial planning solutions
  • Fiduciary standard of care
  • Client meeting preparation and follow-up
  • Collaboration with functional experts

Nice-to-have

  • Entrepreneurial spirit and growth mindset
  • Sales aptitude and experience
  • Positive attitude contributing to culture
  • Advanced economic landscape knowledge
  • Willingness to travel up to 20%

Key Requirements

  • Bachelor's degree required; Master's preferred
  • Minimum 5 years of relevant financial industry experience
  • Certified Financial Planner (CFP) designation required
  • Series 65 license required unless exempt
  • Experience with financial planning software

Work Rights

Not specified

Tailored Resume

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