Wealth Advisor (Tampa, FL)
Mercer Advisors(13 days ago)
About this role
Mercer Advisors, a nationally ranked fiduciary financial services firm, has a role available for a Wealth Advisor. The position involves working closely with clients and internal teams to provide comprehensive financial planning and investment strategies, focusing on client retention and growth.
Required Skills
- Financial Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance
- Customer Relationship Management
- Financial Analysis
- Asset Allocation
- Financial Software
- Client Servicing
Qualifications
- BS in Finance or related field
- 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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