Senior Wealth Advisor (Schaumburg/Chicago, IL)

Mercer Advisors(12 days ago)

HybridFull TimeSenior$150,000 - $200,000Financial Advisory

About this role

Mercer Advisors is seeking a Senior Wealth Advisor to build strong client relationships by providing personalized financial planning and investment solutions. The role involves leveraging a team of experts and advanced technology to help clients achieve their financial goals and deepen their engagement with the firm.

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Required Skills

FinancialPlanning
Investments
ClientRelationship
TaxPlanning
EstatePlanning
FinancialSoftware
PortfolioManagement
Compliance
Communication
AssetAllocation

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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