Wealth Advisor (Denver, CO)
Mercer Advisors(13 days ago)
About this role
Mercer Advisors is a leading independent wealth management firm dedicated to helping families enhance and simplify their financial lives through integrated financial services. They prioritize a diverse and flexible work environment and aim to make a meaningful impact on their clients' financial well-being.
Required Skills
- Financial Planning
- Investments
- Tax Planning
- Estate Planning
- Client Relations
- Wealth Management
- Financial Software
- Asset Management
- Portfolio Analysis
- Compliance
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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