Job Overview
Location
Covington
Job Type
Full-time
Category
Sales
Date Posted
February 24, 2026
Full Job Description
đź“‹ Description
- • Join Mercer Advisors, a nationally recognized leader in integrated wealth management, as a Wealth Advisor in our Covington, LA office. For over 40 years, Mercer Advisors has been dedicated to helping families amplify and simplify their financial lives by providing comprehensive financial planning, investment management, tax, estate, and insurance services under one roof. We are proud to serve over 31,300 families across more than 90 cities in the U.S. and have been ranked the #1 RIA Firm in the nation by Barron’s, underscoring our commitment to being an independent, national fiduciary legally obligated to always act in our clients' best interests.
- • At Mercer Advisors, we foster a distinct and inclusive work environment. Our commitment to diversity is reflected in our workforce, with 50% of our employee base and client-facing teams being women. We attract top talent nationwide, embracing flexible working arrangements and operating without a formal headquarters to assemble the best possible team. This role offers a unique opportunity to be part of a forward-thinking organization that prioritizes client success and employee well-being.
- • As a Wealth Advisor, you will be instrumental in deepening relationships with an established base of affluent clients and organically growing your practice through referrals. You will leverage our unified in-house team of experts to provide holistic financial solutions that help clients achieve their most important financial goals. Unlike many firms, Mercer Advisors has a dedicated Sales team, allowing you to focus exclusively on client relationships and strategic financial planning, rather than lead generation.
- • Your primary responsibility will be to partner with clients to meticulously identify their financial aspirations, conduct thorough analyses of their current financial landscape, and develop tailored recommendations that align with their well-defined objectives. This involves translating complex financial strategies into clear, actionable advice, utilizing your exceptional interpersonal and relationship-building skills to foster trust and understanding.
- • Client retention is paramount. You will ensure client satisfaction and loyalty by cultivating meaningful, long-lasting relationships. This is achieved through the consistent development and implementation of appropriate, client-centric financial solutions that address their evolving needs and circumstances.
- • You will be empowered to leverage Mercer’s extensive suite of integrated solutions, including tax planning, estate planning, insurance strategies, and investment management. This comprehensive offering allows you to provide a truly holistic financial experience for your clients, addressing all facets of their financial well-being.
- • A critical aspect of this role is ensuring strict adherence to all compliance and regulatory policies, as well as upholding the company's high standards of client care. You will operate as a fiduciary, always prioritizing the client's interests and outcomes above all else, reinforcing Mercer Advisors' commitment to ethical and client-centered service.
- • You will utilize a sophisticated technology platform and collaborate closely with a team of internal experts in portfolio management, financial planning, tax, and estate planning. This collaborative environment ensures that clients receive the highest level of expertise across all areas of their financial lives.
- • The ideal candidate possesses advanced knowledge of the financial services industry, a deep understanding of financial products and planning concepts, and a keen awareness of the economic landscape and its potential impact on both the firm and its clients. Experience with financial planning software is essential for developing and presenting comprehensive plans.
- • You will be expected to demonstrate superior communication skills, with a proven ability to effectively present investment, finance, and tax planning solutions to a diverse client base. Collaboration is key; you should be an expert at working with others and willing to support your colleagues to achieve shared goals.
- • While Mercer Advisors has a dedicated sales team, a strong aptitude and experience in sales are preferred, contributing to the organic growth of your practice. An entrepreneurial spirit, a growth mindset, and a positive attitude are vital for contributing to a positive and productive work environment.
- • You will also need a strong understanding of our investment strategies and the ability to perform asset allocation and analysis for portfolio reviews. A comprehensive grasp of compliance requirements is non-negotiable. This role requires the ability to travel up to 20% for client meetings, company training, and other essential business functions.
- • This position operates within standard business hours, Monday through Friday, with a hybrid work schedule that combines remote and in-office work in a professional environment. You will be assigned a dedicated workstation.
🎯 Requirements
- • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus.
- • At least 7 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant).
- • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: 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 the industry, financial products, and financial planning concepts.
- • Superior communication and interpersonal skills, with the ability to effectively present complex financial solutions to clients.
🏖️ 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 both Traditional and Roth plans with per pay period match.
- • 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.
Skills & Technologies
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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