Wealth Advisor, Guided Investing (Denver, CO)

Wealth Advisor, Guided Investing (Denver, CO) Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Job Summary The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions. Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients. Ensures adherence to compliance and regulatory policies as well as company standards of client care. Acts as a fiduciary, placing client interests and outcomes first. Required Knowledge, Skills and Abilities Education: Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus. Experience: 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant). Certifications/Licenses: 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 skills, with the ability to effectively present investment, finance, and tax planning solutions to clients. Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients. Expert at collaboration and willing to help others. Sales aptitude and experience is preferred. An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment. Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews. Comprehensive understanding of compliance requirements. Ability to travel up to 20% as required for client meetings, company training, etc. Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation. Application Deadline : The initial deadline for applications is 6/2/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Base Pay Range

$85,000 - $145,000 USD

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Medical, dental, and vision coverage. Life insurance. 401(k) contributions. Health Savings Account (HSA). Short- and long-term disability. Additional benefits designed to support your health and financial well-being. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email View email address on click.appcast.io. This inbox is for accommodation requests only. #J-18808-Ljbffr Mercer Advisors