Wealth Advisor (boulder, Fort Collins, Co)

Mercer Advisors

Boulder, US
**
Client-focused, team-centered environment
Subject matter expert in financial planning
Analyze, draft, and present financial plans
** Mercer Advisors is seeking a Wealth Advisor for its Boulder and Fort Collins locations. The role involves managing a client portfolio, ensuring retention and growth, while providing comprehensive financial planning and investment management services. **

Job Summary

  • Mercer Advisors has worked with families to help them amplify and simplify their financial lives for 40 years.
  • The Wealth Path Wealth Advisor will function as the primary trusted advisor to a book of 150-250 Wealth Path clients.
  • Mercer Advisors offers a distinct work environment with a commitment to diversity, with 50% of the employee base and client-facing team being women.

Matching Summary

Match Score: 75

** Mercer Advisors is seeking a Wealth Advisor for its Boulder and Fort Collins locations. The role involves managing a client portfolio, ensuring retention and growth, while providing comprehensive financial planning and investment management services. **

Skills & Requirements

Must-have

  • Client-focused, team-centered environment
  • Subject matter expert in financial planning
  • Analyze, draft, and present financial plans
  • Manage client communications and follow-up
  • Adherence to company standards of client care
  • Proficiency with MS Office Suite

Nice-to-have

  • Entrepreneurial, hardworking team player
  • Positive 'can do' attitude
  • Flexibility and versatility
  • Ability to work without close supervision

Key Requirements

  • Bachelor's degree in Business, Economics, Accounting or Finance
  • Five to twenty-five years of job-related experience
  • Certified Financial Planner (CFP) designation
  • Proficiency with Salesforce and financial planning software preferred
  • Ability to travel up to 50% as required

Work Rights

Not specified

Tailored Resume

Cover Letter