Wealth Advisor (Raleigh, NC)
Mercer Advisors(1 day ago)
About this role
Mercer Advisors is a respected independent financial firm that focuses on integrated financial planning, investment management, and related services to help families optimize their financial lives. They emphasize a diverse, flexible work environment and serve a large client base across the US.
Required Skills
- Financial Planning
- Investments
- Tax Planning
- Client Relations
- Estate Planning
- Insurance
- Financial Analysis
- Portfolio Management
- CRM
- Financial Software
Qualifications
- Bachelor's Degree in Business, Economics, Accounting or Finance
- CFP Certification
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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