About the job
Why Choose Mercer Advisors?
With a legacy spanning four decades, Mercer Advisors has been dedicated to enhancing and simplifying the financial journeys of families across the nation. Our innovative approach integrates financial planning, investment management, tax services, estate planning, insurance, and more, all under one roof. Currently, we proudly serve over 31,300 families in more than 90 cities throughout the U.S. Recognized as the top Registered Investment Advisor (RIA) firm by Barron’s, we are an independent fiduciary committed to acting solely in our clients' best interests.
At Mercer Advisors, we cultivate a unique and inclusive work environment that distinguishes us within the financial sector. Our team is comprised of 50% women, showcasing our strong commitment to diversity and inclusion. We attract exceptional talent from all corners of the country, operating without a formal headquarters and offering flexible work arrangements, ensuring we build the best possible team.
Join us in making a significant difference in the financial lives of families nationwide.
Job Overview:
The Wealth Path Wealth Advisor plays a crucial role in a client-centric, team-oriented setting, collaborating with our Managing Directors and Wealth Path leadership to drive business development and provide exceptional client service throughout the region.
Key Responsibilities:
- Serve as the primary trusted advisor for a portfolio of 150-250 Wealth Path clients.
- Enhance client retention and facilitate the transfer of assets from existing clients to elevate them from Wealth Path to Custom Wealth services.
- Successfully onboard or transition 10-50 new clients annually, aiming for a total client book size of 250.
- Act as a subject matter expert (SME) in investments, tax, pension, estate planning, insurance, and general financial planning, supporting the Regional Vice Presidents and Managing Directors.

