Wealth Advisor (Spokane, WA)
Mercer Advisors(9 days ago)
About this role
The Wealth Advisor at Mercer Advisors focuses on strengthening relationships with an existing client base and expanding their practice through referrals. They utilize advanced financial planning and investment knowledge to develop and recommend tailored financial solutions, supported by a team of specialists and sophisticated technology.
Required Skills
- Financial Planning
- Investment Management
- Client Relations
- Tax Planning
- Estate Planning
- Financial Software
- Portfolio Analysis
- Regulatory Compliance
- Relationship Building
- Sales
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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