Senior Wealth Strategist - Insurance
Mercer Advisors(4 months ago)
About this role
Mercer Advisors is a leading independent wealth management firm dedicated to providing comprehensive financial services to high-net-worth and ultra-high-net-worth clients. The company values diversity, flexibility, and a client-first approach, serving families across the United States with a broad array of financial solutions.
Required Skills
- Insurance
- Financial Planning
- Risk Management
- Wealth Management
- Client Relations
- Product Knowledge
- Estate Planning
- Case Management
- Underwriting
- CRM
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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