Associate Wealth Advisor

Mercer Advisors

5 months ago

4.0 on Glassdoor

Naples, Italy

Onsite

Full Time

Medior

0 applicants

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About this role

Mercer Advisors is a leading independent fiduciary firm specializing in holistic financial services for families. They focus on integrated financial planning, investment management, and various advisory services to support their clients' financial objectives. The company emphasizes diversity, flexibility, and making a positive impact on families' financial lives across the U.S.

Skills

Qualifications

Bachelor's Degree in Business, Economics, Accounting or Finance3+ Years ExperienceCFP 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.