Sr. Wealth Advisor (Hybrid - Columbus, OH)

Mercer Advisors(10 days ago)

HybridFull TimeSenior$170,000 - $210,000Financial Advisory

About this role

Mercer Advisors is seeking an experienced Senior Wealth Advisor to deepen relationships with high net worth clients, providing comprehensive financial planning, investment advice, and estate and tax strategies. The role involves delivering personalized solutions, leveraging a team of experts, and maintaining compliance and regulatory standards.

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Required Skills

Financial Planning
Client Relations
Investment Management
Estate Planning
Tax Strategies
Financial Software
Regulatory Compliance
Wealth Management
Portfolio Analysis
Communication

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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