Associate Wealth Advisor (Naples, FL)

Mercer Advisors(4 days ago)

HybridFull TimeSenior$60,000 - $80,000Wealth Management

About this role

Mercer Advisors is seeking an Associate Wealth Advisor to support high net worth clients in a client-focused, team-centered environment. The role involves financial planning, investment advising, and supporting business development efforts, with a focus on client retention and referrals.

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Required Skills

Financial Planning
Investment Advisory
Tax Planning
Estate Planning
Client Service
Financial Software
Teamwork
Communication
Asset Allocation
Compliance

Qualifications

Bachelor's Degree in Business, Economics, Accounting or Finance
3+ years of experience
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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