Mercer Advisors is a national fiduciary legally obligated to always act in the best interest of clients, serving over 31,300 families in more than 90 cities
Job Summary
Mercer Advisors is a national fiduciary legally obligated to always act in the best interest of clients, serving over 31,300 families in more than 90 cities.
The Partner, Sr. Wealth Advisor will focus on an established client base, organically growing their practice through referrals while leveraging a unified in-house team of experts.
This role requires leading and developing a high-performing team of Wealth Advisors, driving cultural integration of acquired practices, and contributing to regional and enterprise leadership.
Matching Summary
Mercer Advisors is a national fiduciary legally obligated to always act in the best interest of clients, serving over 31,300 families in more than 90 cities.
Skills & Requirements
Must-have
Client-focused fiduciary
Team-centered environment
Business development
Client service efforts
Holistic wealth management
Nice-to-have
Engaging leadership style
Entrepreneurial mindset
Growth-oriented attitude
Drive cultural integration
Key Requirements
5-15 years relevant experience
3-5 years lead advisor or team management experience
Bachelor's degree in Business, Economics, Accounting, or Finance