Partner, Senior Wealth Advisor (Livonia, MI)
Mercer Advisors(4 months ago)
About this role
Mercer Advisors is a reputable fiduciary financial services firm serving families across the U.S., focusing on integrated financial planning and investment management. The company emphasizes a flexible, diverse, and employee-focused work environment, committed to making an impact on clients' financial lives.
Required Skills
- Financial Planning
- Investment Management
- Client Relations
- Team Leadership
- Regulatory Compliance
- Portfolio Analysis
- Financial Software
- Wealth Management
- Tax Planning
- Estate Planning
About Mercer Advisors
merceradvisors.comMercer 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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