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Mercer Advisors

Associate Wealth Advisor (Minneapolis, MN)

Mercer Advisors · Minneapolis

Posted about 3 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
82 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

As an Associate Wealth Advisor at Mercer Advisors, you will support Senior Wealth Advisors in managing relationships with ultra-high-net-worth clients by preparing financial plans, coordinating with internal teams, and ensuring a seamless client experience. This role emphasizes relationship building and requires you to leverage your financial expertise to help clients achieve their financial goals while gradually increasing your responsibilities and client ownership.

Our read on this posting3.0out of 5
benefits
5/5
freshness
1/5
career value
4/5
role clarity
5/5
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 or acceptable alternative certifications (ChFC, PFS, CFA, CIC)
  • Series 65 required unless exempted by certifications
  • 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

  • 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

  • Role involves significant client relationship management and support for Senior Advisors, which may limit independent decision-making initially.
  • Position requires travel up to 20%, which may affect work-life balance.
  • The role is described as developmental, suggesting a potential lack of immediate autonomy in client management.

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.

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