Associate Wealth Advisor, UHNW

Mercer Advisors is seeking an Associate Wealth Advisor to support ultra-high-net-worth families by providing comprehensive financial planning and investment management services. This developmental role involves deepening client relationships, assisting Senior Advisors, and collaborating with internal experts to deliver a high-touch client experience.

• Support UHNW clients with integrated financial planning and investment management
• Assist Senior Wealth Advisors with client meetings and deliverables
• Develop comprehensive financial plans tailored to client goals
• Collaborate with internal specialists in tax, estate planning, and portfolio management
• Build technical and relational skills for increased client ownership
• Act as a fiduciary, prioritizing client interests