Wealth Advisor, Guided Investing (Denver, CO)

About the role

Mercer Advisors is an independent fiduciary that helps families manage their finances comprehensively. Founded over 40 years ago, we serve over 31,300 families across 90+ cities in the U.S. and are ranked #1 by Barron’s for two consecutive years.

Responsibilities

• Identify and analyze clients' financial goals and develop tailored recommendations.
• Communicate complex financial solutions to clients using interpersonal skills.
• Build and maintain long-lasting relationships with clients.
• Leverage Mercer’s wide range of services including tax, estate planning, insurance, and more.
• Avoid conflicts of interest and ensure compliance with all regulations.
• Collaborate with a team of experts in various fields to provide holistic financial solutions.
• Travel to meet clients and participate in company training as needed.

Requirements

• Bachelor's degree from an accredited institution (preferably in Business, Economics, Accounting, or Finance).
• At least 3 years of relevant job experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant).
• Series 65 license required, except for exemptions in applicable states.

Qualifications

• Advanced knowledge of financial products, industry trends, and financial planning concepts.
• Excellent communication skills, able to explain financial solutions to clients.
• Experience in collaborating with a team of experts.
• Ability to travel up to 20% for client meetings and company training.

Skills & Competencies

• Knowledge of the economic landscape and its impact on the firm and clients.
• Strong sales aptitude and experience.
• An entrepreneurial spirit and growth mindset.
• Comprehensive understanding of compliance requirements.
• Ability to perform asset allocation and analysis for portfolio reviews.

Benefits

• Medical, dental, and vision coverage.
• Life insurance.
• Short- and long-term disability insurance.
• Supplemental life and AD&D insurance.
• Health Savings Account (HSA) contributions.
• Flexible spending accounts.
• 401(k) retirement plan with company match.
• Employee assistance program.
• Paid parental leave.
• Concierge services.
• Personalized financial planning.

Pay

The annualized base salary range for this role is $85,000 - $145,000 USD, depending on experience and qualifications. Additional compensation includes an annual bonus and other incentive compensation.

Schedule

This role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. Occasional early or late hours may be required for client meetings and company training.