Job Overview
Location
New York
Job Type
Full-time
Category
Sales
Date Posted
February 24, 2026
Full Job Description
đź“‹ Description
- • As a Sr. Wealth Advisor at Mercer Advisors, you will be at the forefront of empowering ultra-high-net-worth clients to achieve their most ambitious financial aspirations. For over 40 years, Mercer Advisors has been a trusted partner, integrating financial planning, investment management, tax, estate planning, and insurance into a seamless, client-centric experience. We are proud to be ranked the #1 RIA Firm in the nation by Barron’s, a testament to our unwavering commitment to acting as a fiduciary and always prioritizing our clients' best interests. This role offers a unique opportunity to deepen relationships with an established client base, organically grow your practice through referrals, and leverage a sophisticated, in-house team of experts.
- • Your primary focus will be on cultivating and nurturing long-term, meaningful relationships with affluent clients. This involves a deep dive into their financial lives, understanding their unique goals, analyzing their current financial landscape, and developing comprehensive, personalized recommendations. You will be the trusted advisor, guiding them through complex financial decisions with clarity and confidence.
- • A key aspect of this role is your ability to communicate intricate financial strategies and solutions in a clear, concise, and compelling manner. Your superior interpersonal and relationship-building skills will be crucial in ensuring clients feel understood, valued, and confident in the path forward. You will translate complex financial concepts into actionable plans that resonate with each client's individual circumstances and objectives.
- • Client retention is paramount. You will achieve this by consistently delivering exceptional service, proactively addressing client needs, and demonstrating the tangible value of Mercer Advisors' integrated approach. By building trust and fostering loyalty, you will ensure clients remain with us for generations, entrusting us with their legacy.
- • You will be empowered to leverage Mercer’s extensive suite of integrated solutions. This includes collaborating with our in-house specialists in tax planning, estate planning, insurance, and other critical areas. This holistic approach allows you to offer a truly comprehensive financial strategy, addressing every facet of a client’s financial well-being and ensuring no detail is overlooked.
- • As a dedicated fiduciary, you are legally and ethically bound to place your clients' interests above all else. This principle is the bedrock of Mercer Advisors and will guide every decision and recommendation you make. You will embody our commitment to transparency, integrity, and client advocacy.
- • You will work within a supportive and collaborative environment, where you are not burdened with sales responsibilities. Mercer Advisors has a dedicated sales team, allowing you to focus exclusively on providing unparalleled advice and service to your clients. This structure enables you to maximize your impact on client outcomes and professional growth.
- • Your expertise in financial planning and investment strategies will be complemented by a sophisticated technology platform, designed to streamline workflows and enhance client service. You will also benefit from the collective knowledge of a team of experts, fostering continuous learning and professional development.
- • You will be responsible for ensuring strict adherence to all compliance and regulatory policies, as well as upholding Mercer Advisors' high standards of client care. Maintaining meticulous records and staying abreast of industry regulations are essential components of this role.
- • This position offers the opportunity to contribute to a firm that is recognized for its commitment to diversity and inclusion, with a significant representation of women in our workforce. Our flexible working arrangements and distributed team structure allow us to attract and retain top talent from across the country, fostering a dynamic and innovative work environment.
- • You will play a vital role in the continued success and growth of Mercer Advisors, contributing to our mission of helping families amplify and simplify their financial lives. Your entrepreneurial spirit and growth mindset will be highly valued as we continue to expand our reach and impact.
- • The role involves analyzing client portfolios, performing asset allocation, and conducting thorough portfolio reviews to ensure alignment with client objectives and market conditions. You will need a strong understanding of investment principles and Mercer's proprietary investment strategies.
- • You will be expected to stay informed about the broader economic landscape and understand its potential impact on both the firm and our clients, proactively adjusting strategies as needed.
- • While this role is primarily client-facing, there is an expectation of collaboration with internal teams, sharing insights and best practices to elevate the overall client experience and firm performance.
- • This position requires a commitment to continuous learning and professional development to stay ahead of industry trends and evolving client needs.
🎯 Requirements
- • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus.
- • 15+ years of job-related experience in wealth management or financial advisory.
- • Certified Financial Planner (CFP) designation required. Acceptable alternatives include: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
- • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s).
- • Advanced knowledge of financial planning, investment management, tax, and estate planning concepts.
- • Superior communication, interpersonal, and relationship-building skills, with the ability to present complex financial solutions effectively.
🏖️ Benefits
- • Medical, dental, and vision coverage.
- • Company Paid Basic Life & AD&D Insurance, Short-Term and Long-Term Disability Insurance.
- • 401(k) Retirement Plan with company match (Traditional and Roth options).
- • Generous paid time off program for vacation and sick days, plus 14 Company Paid Holidays and a full week off at Thanksgiving.
- • Paid Parental Leave (6 weeks) and Adoption Assistance Reimbursement Program.
- • Company Paid Concierge Services for you and your loved ones.
- • Pet Insurance.
Skills & Technologies
Senior
Remote
Degree Required
About Mercer Global Advisors Inc.
Mercer Global Advisors is a national registered investment adviser providing wealth management, financial planning, tax, estate, insurance, and business advisory services to high-net-worth individuals, families, and institutions. Founded in 1985 and headquartered in Denver, it operates through a network of offices across the United States, integrating planning, investment strategy, and tax consulting under a fiduciary standard.
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