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 at Mercer Advisors will serve as the primary trusted advisor for a portfolio of 150-250 clients, focusing on business development and client service. Responsibilities include onboarding new clients, managing client communications, and presenting financial planning modules. The role requires collaboration with team leaders and adherence to company standards in client care and retention.
- 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 in Business, Economics, Accounting or Finance)
- Five to twenty-five years of job-related experience
- Certified Financial Planner (CFP) designation
- Strong knowledge of investment, finance, insurance, and tax planning concepts
- Excellent client focus and sales aptitude
- Proficiency with MS Word, Excel, PowerPoint, and Outlook
Nice to have
- Master’s degree
- Additional certifications such as Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA)
- Experience with Salesforce and financial planning software
- Specialized expertise in CPA, JD, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA
What you get
- Medical, dental, and vision coverage
- Life insurance
- 401(k) contributions
- Health Savings Account (HSA)
- Short- and long-term disability
- 14 Company Paid Holidays including a full week off at Thanksgiving
Worth weighing
- Travel requirement of up to 50% may not suit all candidates
- Sales aptitude is highly desired, which may indicate a competitive environment
- Role involves significant client communication and follow-up, requiring strong interpersonal skills
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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