Wealth Advisor (Charlotte, NC)
Mercer Advisors(1 month ago)
About this role
Mercer Advisors is seeking a Wealth Advisor I to deepen client relationships and grow their practice by providing comprehensive financial planning and investment advice. The role leverages a team of experts and advanced technology to help clients achieve their financial goals.
Required Skills
- Financial Planning
- Client Relationships
- Investment Management
- Tax Planning
- Estate Planning
- Financial Software
- Regulatory Compliance
- Portfolio Analysis
- Communication
- Relationship Building
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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