The Associate Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals
Job Summary
The Associate Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals.
The role supports a Senior Wealth Advisor and an existing book of business, designed for developmental growth while providing leverage to the Senior Wealth Advisor.
Mercer Advisors offers a competitive and robust benefit package, including health, disability, retirement plans, and generous paid time off.
Matching Summary
The Associate Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals.
Salary
Base: $97,750—$115,000 USD; Bonus/Equity: Eligible to earn incentive compensation; Benefits: Competitive and robust benefit package
Skills & Requirements
Must-have
Client relationship management
Financial planning software utilization
Adherence to compliance policies
Fiduciary duty to clients
Nice-to-have
Entrepreneurial spirit
Growth mindset
Positive work environment contribution
Key Requirements
Bachelor's degree in Business, Economics, Accounting or Finance