UHNW Sr. Wealth Advisor (Hybrid: New York, NY)

Mercer Advisors(2 days ago)

HybridFull TimeSenior$170,000 - $210,000Wealth Management

About this role

Mercer Advisors is a leading independent wealth management firm that helps families achieve their financial goals through personalized services. They are committed to diversity and offer flexible working arrangements. The firm provides comprehensive financial planning, investment management, tax, estate, and insurance services, supported by a team of experts and sophisticated technology.

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Required Skills

Financial Planning
Investment Management
Estate Planning
Tax Planning
Client Management
Financial Analysis
Portfolio Management
Relationship Building
Regulatory Compliance
Wealth Management

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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