About the job
Why Choose Mercer Advisors?
For over four decades, Mercer Advisors has been dedicated to empowering families in enhancing and simplifying their financial journeys. By seamlessly integrating financial planning, investment management, tax strategies, estate planning, and insurance services, all under one cohesive team, we have successfully served over 31,300 families across more than 90 cities nationwide. Recognized as the #1 Registered Investment Advisor (RIA) Firm in the United States by Barron’s, we uphold our commitment as an independent fiduciary, always prioritizing our clients' best interests.
At Mercer Advisors, we foster a unique workplace culture that distinguishes us within the financial sector. Our diverse workforce includes 50% women, showcasing our dedication to inclusivity. With no formal headquarters and flexible work arrangements, we attract top talent from across the nation, enabling us to build the strongest possible team.
Become part of a team that is genuinely committed to making a significant impact on the financial futures of families nationwide.
* Mercer Advisors achieved the #1 ranking for RIA firms managing up to $70 billion in assets. This ranking by Barron’s is based on various metrics, including size, growth, service quality, technology, and succession planning. No fee was paid for participation in the ranking; however, Mercer Advisors has compensated Barron’s for using the ranking in its marketing. For more information regarding the ranking criteria methodology, please visit here.
Position Overview:
The Wealth Path Wealth Advisor operates within a client-centric, collaborative environment, guided by one of the firm’s Managing Directors and the Wealth Path leadership team, to support regional business development and client service initiatives.
Key Responsibilities:
- Serve as the primary trusted advisor for a portfolio of 150-250 Wealth Path clients.
- Ensure client retention and successfully attract additional assets from existing clients to transition them from Wealth Path to Custom Wealth services.
- Effectively onboard or transition 10-50 new clients annually to achieve a total client book of 250 clients.
- Act as a subject matter expert (SME) in investments, tax, pension, estate, insurance, and financial planning to support the team’s Regional Vice Presidents and Managing Directors.
- Analyze, draft, edit, deliver, and present comprehensive financial plans.

