ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Wealth Advisor at Mercer Advisors - ApplyBlast

Wealth Advisor

Mercer Advisors

8 days ago

4.0 on Glassdoor

Portsmouth, New Hampshire, United States

Hybrid

Full Time

Senior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. As a client-focused fiduciary, the role involves diagnosing client needs, proposing tailored financial solutions, and ensuring adherence to compliance and regulatory policies. The position requires advanced knowledge of financial planning, investments, and tax strategies to provide comprehensive care to affluent clients.

Responsibilities

Develop comprehensive financial plans and investment strategies for affluent clients
Build and maintain long-lasting client relationships through expert financial guidance
Leverage in-house expertise to deliver integrated tax, estate, and insurance solutions

Skills

Qualifications

Bachelor's degreeCertified Financial Planner (CFP)Chartered Financial Consultant (ChFC)Personal Financial Specialist (PFS)Chartered Financial Analyst (CFA)

About Mercer Advisors

merceradvisors.com

Headquarters

Denver, Colorado, United States

Company Size

501-1000 employees

Founded

1985

View Profile

Mercer 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.