Associate Wealth Advisor (Denver, CO)

Mercer Advisors(3 months ago)

HybridFull TimeSenior$110,500 - $130,000Financial Planning/Wealth Management

About this role

Mercer Advisors is seeking an Associate Wealth Advisor to support high net worth clients through financial planning and investment management. The role involves team collaboration, client communication, and business development in a flexible, client-focused environment. The position offers competitive pay and benefits, with travel up to 50%.

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Required Skills

Financial Planning
Investment Management
Tax Planning
Client Communication
Relationship Management
Financial Software
Portfolio Analysis
Financial Concepts
Team Collaboration

Qualifications

Bachelor's Degree
CFP Certification

About Mercer Advisors

merceradvisors.com

Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.

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