Wealth Advisor (NYC)
Mercer Advisors(1 month ago)
About this role
Mercer Advisors has a strong reputation in the financial services industry, serving families with integrated financial solutions and focusing on client relationships. The company values diversity, flexible work environments, and employee well-being, offering comprehensive benefits and fostering a positive work culture.
Required Skills
- Financial Planning
- Client Relations
- Investment Management
- Tax Planning
- Estate Planning
- Compliance
- Portfolio Analysis
- Financial Software
- Communication
- Relationship Building
Qualifications
- Bachelor's Degree in Business or Finance
- CFP Certification
- Series 65 License
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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