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Mercer Advisors

Wealth Advisor (Radnor, PA)

Mercer Advisors · Radnor

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
53 days
Mercer Advisors's roles stay open a median of 53 days
Reposted
No
Salary listed
No
0% of Mercer Advisors's roles list one
Ghost-job risk at Mercer Advisors
high
63 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
2026-09-26

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 role at Mercer Advisors involves building and maintaining relationships with affluent clients to help them achieve their financial goals. Advisors will leverage a dedicated in-house team and a sophisticated technology platform to provide comprehensive financial solutions, including investment management and estate planning. The position emphasizes client retention and requires strong communication and relationship-building skills.

Our read on this posting2.8out of 5
benefits
5/5
freshness
1/5
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
  • 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 is preferred
  • 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, only that a sophisticated platform is available
  • The role requires a significant amount of experience, which may limit opportunities for less experienced candidates

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

Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-09-26. PitchMeAI is not the employer.

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