or apply directly on Mercer Advisors's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 20 days Mercer Advisors's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- No 0% of Mercer Advisors's roles list one
- Ghost-job risk at Mercer Advisors
- high 52 stale, 5 reposted of 104 open
- Hiring momentum
- 167 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Mercer Advisors's own greenhouse board since 2026-08-03. Full hiring picture for Mercer Advisors.
About this role
The Associate Wealth Advisor at Mercer Advisors will support ultra-high-net-worth clients by deepening relationships and assisting in financial planning and investment management. This role involves collaborating with a team of specialists to deliver comprehensive financial solutions, managing client interactions, and preparing financial plans tailored to clients' unique goals. The position is developmental, allowing for growth in client ownership and responsibilities over time.
- benefits
- 5/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Mercer Advisors as an employer.
What you need
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
- At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)
- Certified Financial Planner (CFP) designation required
- Series 65 required
- Advanced knowledge of the industry, financial products, and financial planning concepts
- Superior communication skills
Nice to have
- Master’s degree
- Sales aptitude and experience is preferred
- An entrepreneurial spirit and growth-mindset
What you get
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
Worth weighing
- No specific information about the technology stack used in financial planning software
- Role involves significant client interaction which may require flexibility in work hours
- The position is hybrid, combining remote and office work, which may not suit everyone
Summarised from Mercer Advisors's posting. Read the full original.
Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
More roles at Mercer Advisors
- Relationship Manager IRockville, Maryland, United States
- Service Operations Associate (Denver, Boulder, Fort Collins - CO)Denver (HQ)
- Attorney (Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)Atlanta; Dallas - Park Cities; New York, New York, United States; Schaumburg
- Senior Attorney (Sr Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)Atlanta; Dallas - Park Cities; New York, New York, United States; Schaumburg
- Wealth Advisor (Colorado, US)Boulder; Denver (Cherry Creek); Denver (Greenwood Village); Denver (HQ); Fort Collins
- Product Support Specialist (Mountain or Pacific Time Zone)Remote, USA
- Legal Assistant (Estate Planning Service Specialist) - (Pacific Time Zone)Remote, USA
- Service Operations Associate (Walnut Creek, CA)Walnut Creek