About the job
About Mercer Advisors
Mercer Advisors has spent over 40 years helping families navigate their financial lives. The firm integrates financial planning, investment management, tax strategies, estate planning, insurance, and related services, all managed by a unified team. Mercer Advisors serves more than 31,300 families in over 90 cities across the United States. Barron’s has recognized Mercer Advisors as the #1 Registered Investment Advisory (RIA) firm. As an independent fiduciary, the company is committed to always acting in clients’ best interests.
The team at Mercer Advisors values diversity and inclusion, with women making up half of the workforce. With no formal headquarters, the company draws talent from across the country and offers flexible work arrangements.
Role Overview: Associate Wealth Advisor
The Associate Wealth Advisor focuses on deepening relationships with existing clients and encouraging organic growth through referrals. This position works closely with a Senior Wealth Advisor and manages an established client portfolio. The role is structured to support both the Senior Advisor and the Associate’s own professional growth.
Mercer Advisors’ dedicated Sales team handles business development, allowing advisors to focus on serving clients. Advisors operate as fiduciaries, using advanced financial expertise and strong relationship skills to identify client needs and recommend personalized solutions. The firm supports advisors with a comprehensive technology platform and access to specialists in portfolio management, financial planning, tax, estate, and related areas.
Location
This position is open to candidates based in the Pacific Time Zone, including Arizona, Scottsdale, Seattle, and Washington.
