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Mercer Advisors

Wealth Advisor (Colorado, US)

Mercer Advisors · Boulder; Denver (Cherry Creek); Denver (Greenwood Village); Denver (HQ); Fort Collins

Posted about 2 months ago

or apply directly on Mercer Advisors's site. We never take the application ourselves.

Is this posting real?

This role has been open
65 days
Mercer Advisors's roles stay open a median of 82 days
Reposted
No
Salary listed
No
0% of Mercer Advisors's roles list one
Ghost-job risk at Mercer Advisors
high
104 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
2026-10-25

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 Wealth Advisor at Mercer Advisors is responsible for building and maintaining relationships with affluent clients, helping them achieve their financial goals through personalized financial planning and investment management. The role involves analyzing clients' financial landscapes, communicating complex solutions, and leveraging a comprehensive set of services including tax and estate planning. Advisors are supported by a dedicated sales team and a technology platform, allowing them to focus on client needs and fiduciary responsibilities.

Our read on this posting3.4out of 5
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)
  • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)
  • Certified Financial Planner (CFP) designation required or acceptable alternative certifications (ChFC, PFS, CFA, CIC)
  • Series 65 required unless exempt due to other designations
  • Advanced knowledge of the industry, financial products, and financial planning concepts
  • Superior communication skills

Nice to have

  • Master’s degree
  • Sales aptitude and experience
  • An entrepreneurial spirit and growth-mindset

What you get

  • Medical, dental, and vision coverage
  • Life insurance
  • 401(k) contributions
  • Health Savings Account (HSA)
  • Short- and long-term disability
  • Company Paid Basic Life & AD&D Insurance

Worth weighing

  • No specific mention of the technology stack used beyond 'sophisticated technology platform'
  • The role emphasizes client relationship management, which may limit opportunities for technical skill development
  • The position requires a significant amount of experience (7-10 years) which may be a barrier for entry-level candidates

Summarised from Mercer Advisors's posting. Read the full original.

Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.

More roles at Mercer Advisors

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Apply to a Wealth Advisor (Colorado, US) position at Mercer Advisors - Jobs near me at Boulder; Denver (Cherry Creek); Denver (Greenwood Village); Denver (HQ); Fort Collins