Associate Wealth Advisor, UHNW; Boulder

Job Summary

Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand or $300 million, our family office model – which integrates financial planning, investment management, tax, and estate planning, insurance, and more – is designed to help them not worry about money.

Our Regis Group was specifically formed to serve ultra-high-net-worth families ($50M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be a part of the team responsible for delivering a boutique-level, highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management.

The Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. This role is designed to be developmental in nature, offering increasing exposure and responsibility while providing leverage to the Senior Wealth Advisor and their existing book of business.

• Anticipates the Senior Advisor’s needs, manages pre‑ and post‑meeting deliverables, and helps to prioritize workflow to maximize the Senior Advisor’s capacity for client growth.
• Prepares for, participates in, and follows up after client meetings to ensure a seamless, high‑touch client experience.
• Participates in the development of financial solutions to clients, utilizing interpersonal communication and relationship‑building skills to gather information and share results with clients as needed.
• Prepares comprehensive financial plans that reflect each client’s unique goals, financial circumstances, and long‑term objectives.
• Collaborates closely with internal partners across portfolio management, tax, estate planning, and other specialized teams to coordinate expertise and deliver integrated, comprehensive offering to our clients.
• Effectively coordinates multiple client initiatives and priorities, proactively communicating progress, next steps, and considerations to the Senior Wealth Advisor.
• Actively builds technical, relational, and advisor capabilities with the expectation of increased client ownership (in coordination with the Senior Wealth Advisor) and responsibility over time.
• Translates complex financial planning concepts into clear, client‑friendly materials and deliverables.
• Partner with the Senior Wealth Advisor to deliver exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future.
• Ensures adherence to compliance and regulatory policies as well as company standards of client care.
• Acts as a fiduciary, placing client interests and outcomes first.

• Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related);
  Master’s degree a plus.

• At least 5 years of job‑related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant).

• Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:
  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
• Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s).

• Advanced knowledge of the industry, financial products, and financial planning concepts.
• Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients.
• Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients.
• Experience utilizing financial planning software.
• Expert at collaboration and…