Partner, Senior Wealth Advisor

Requirements

• 5-15 years of relevant experience in roles such as Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, or Certified Public Accountant.
• Extensive experience in building relationships, mentoring, and managing Wealth Advisors, including:
• Guiding advisors to achieve their potential.
• Fostering a collaborative culture.
• Evaluating performance and recruiting talent.
• Ensuring clear, consistent communication.
• 3-5 years in a lead Advisor role or managing Advisor teams preferred.
• Certifications & Licenses
• Certified Financial Planner (CFP) designation required.
• Acceptable alternatives: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
• Series 65 license required (or qualifying exemption based on designation and state requirements).
• Skills & Competencies
• Advanced knowledge of financial products, planning concepts, and industry trends.
• Strong communication and presentation skills; able to explain complex investment, tax, and planning strategies clearly.
• Deep understanding of economic trends and th

Benefits

Additional Information

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests - always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent - wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here . Job Summary: The Partner, Sr. Wealth Advisor works in a client-focused, team-centered environment to support the team's region-wide business development and client service efforts. The Partner, Sr. Wealth Advisor focuses on an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team allowing our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They are supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Essential Job Functions for this role include: Lead and develop a high-performing team of Wealth Advisors , fostering collaboration and accountability. Demonstrate a clear, engaging leadership style that communicates vision and inspires team success. Drive cultural integration of acquired wealth management practices , ensuring alignment with Mercer's values and standards. Contribute to regional and enterprise leadership through active participation in committees and strategic initiatives. Serve as a trusted advisor to affluent clients , identifying financial goals, analyzing complex financial landscapes, and delivering tailored recommendations. Communicate sophisticated financial strategies with clarity , leveraging strong interpersonal and relationship-building skills. Ensure client retention through meaningful, long-term relationships and implementation of comprehensive financial solutions. Utilize Mercer's full suite of services -including tax, estate planning, and insurance-to deliver holistic wealth management. Maintain strict adherence to compliance and regulatory standards , upholding Mercer's commitment to client care. Act as a fiduciary , prioritizing client interests and outcomes in every decision. Knowledge, Skills, and Abilities: Education Bachelor's degree from an accredited institution (preferably in Business, Economics, Accounting, or Finance); Master's degree a plus.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at merceradvisors? Share your experience