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Associate Wealth Advisor - Client & Planning

Job in Denver, Denver County, Colorado, 80285, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-09-09
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 95000 - 110000 USD Yearly USD 95000.00 110000.00 YEAR
Job Description & How to Apply Below
Position: Associate Wealth Advisor - Client Growth & Planning

Mercer Advisors is seeking an Associate Wealth Advisor I in a hybrid work model to deepen client relationships and grow a current book through referrals. You will support Senior Wealth Advisors with comprehensive financial plans, collaborate with specialists, and help clients progress toward their goals with confidence.

The role emphasizes developing client solutions, leveraging our in‑house team, and delivering a boutique, highly personal client experience within a national fiduciary framework.

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Position Requirements
10+ Years work experience
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