Wealth Advisor (Connecticut)

📋 Description

• • As a Wealth Advisor at Mercer Global Advisors Inc., you will deepen relationships with an established client base and organically grow your practice through referrals, leveraging a unified in-house team of experts to help clients achieve their financial goals. This role is critical because Mercer Advisors is ranked the #1 RIA Firm in the nation by Barron’s and operates as a fiduciary, legally obligated to act in clients’ best interests.
• • Day to day, you will partner with affluent clients to identify financial goals, analyze their financial landscape, and develop tailored recommendations; communicate complex financial solutions using strong interpersonal skills; ensure client retention through meaningful, long-lasting relationships; leverage Mercer’s broad suite of services including tax, estate planning, and insurance; adhere to compliance and regulatory policies; and act as a fiduciary by placing client interests first.
• • Mercer Advisors is a national, independent fiduciary firm serving over 31,300 families across 90+ U.S. cities with no formal headquarters, offering flexible working arrangements. The firm emphasizes diversity, with 50% women in its employee and client-facing teams, and integrates financial planning, investment management, tax, estate, and insurance under one team to simplify clients’ financial lives.
• • In this role, you can develop advanced expertise in holistic wealth management, strengthen your ability to deliver personalized financial solutions, grow your practice organically through referrals, and collaborate with a sophisticated team of specialists in portfolio management, tax, and estate planning—all while working within a top-ranked firm committed to client-centric, fiduciary advice.