or apply directly on Mercer Advisors's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 14 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 Senior Wealth Advisor at Mercer Advisors is responsible for deepening relationships with high net worth clients and growing their practice through referrals. This role involves analyzing clients' financial landscapes, communicating complex financial solutions, and ensuring client retention by developing tailored financial strategies. Advisors are supported by a dedicated sales team and a comprehensive in-house team of experts across various financial disciplines.
- 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)
- 15+ years of job-related experience
- 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
- 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
- Three Cigna medical plans offerings
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions
- Two comprehensive Dental Plans
Worth weighing
- No specific mention of the technology stack used beyond a sophisticated technology platform
- The role requires significant experience (15+ years) which may limit opportunities for less experienced candidates
- Hybrid work schedule 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.
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