Associate Wealth Advisor (Denver, CO)

Summary

Mercer Advisors is a wealth management firm that integrates financial planning, investment management, tax, estate planning, insurance, and related services for families. The Associate Wealth Advisor supports the Senior Wealth Advisor by managing client deliverables, preparing comprehensive financial plans, coordinating internal expertise, and developing client relationships and advisory capabilities.

Responsibilities

• Anticipates the Senior Advisor’s needs, manages pre- and post-meeting deliverables, and helps to prioritize workflow to maximize the Senior Advisor’s capacity for client growth
• Prepares for, participates in, and follows up after client meetings to ensure a seamless, high-touch client experience
• Participates in the development of financial solutions to clients, utilizing interpersonal communication and relationship building skills to gather information and share results with clients as needed
• Prepares comprehensive financial plans that reflect each client’s unique goals, financial circumstances, and long‑term objectives
• Collaborates closely with internal partners across portfolio management, tax, estate planning, and other specialized teams to coordinate expertise and deliver integrated, comprehensive offering to our clients
• Effectively coordinates multiple client initiatives and priorities, proactively communicating progress, next steps, and considerations to the Senior Wealth Advisor
• Actively builds technical, relational, and advisor capabilities with the expectation of increased client ownership (in coordination with the Senior Wealth Advisor) and responsibility over time
• Translates complex financial planning concepts into clear, client‑friendly materials and deliverables
• Partner with the Senior Wealth Advisor to deliver exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future
• Ensures adherence to compliance and regulatory policies as well as company standards of client care
• Acts as a fiduciary, placing client interests and outcomes first

Skills

• * Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus
• * 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
• * In lieu of the CFP, the following certifications may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
• * Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
• * Advanced knowledge of the industry, financial products, and financial planning concepts
• * Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
• * Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
• * Experience utilizing financial planning software
• * Expert at collaboration and willing to help others
• * Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
• * Comprehensive understanding of compliance requirements
• * Ability to travel up to 20% as required for client meetings, company training, etc
• * Sales aptitude and experience is preferred

Qualifications

Must Haves

• * Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus
• * 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
• * In lieu of the CFP, the following certifications may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)
• * Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
• * Advanced knowledge of the industry, financial products, and financial planning concepts
• * Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
• * Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
• * Experience utilizing financial planning software
• * Expert at collaboration and willing to help others
• * Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
• * Comprehensive understanding of compliance requirements
• * Ability to travel up to 20% as required for client meetings, company training, etc

Nice to Haves

• * Sales aptitude and experience is preferred

Benefits

• This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
• Remote or Hybrid schedule with a combination of remote and office work in a professional office environment.
• 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.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing