Wealth Advisor; Green Bay, WI

Why Work at Mercer Advisors? In over 40 years, Mercer Advisors has helped families simplify and amplify their financial lives through integrated financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. We serve more than 31,300 families across 90+ U.S. cities and pride ourselves on comprehensive care typically reserved for the wealthiest households.

The Wealth Advisor deepens relationships with an existing client base and organically grows their practice through referrals. Leveraging our unified in‑house team of experts, the Advisor helps clients achieve their financial goals. Our dedicated Sales team allows Advisors to focus solely on client relationships, providing advanced financial planning, investment, tax, estate, and insurance solutions.

• Partner with affluent clients to identify financial goals, analyze financial landscapes, and develop recommendations that support well‑defined objectives.
• Communicate complex financial solutions to clients, building and maintaining strong relationships.
• Ensure client retention through meaningful, long‑lasting relationships and appropriate financial solutions.
• Leverage Mercer’s comprehensive solutions—including tax, estate planning, insurance, and more—to offer a full suite of services.
• Maintain compliance and regulatory standards, adhering to company client‑care policies.
• Act as a fiduciary, placing client interests first.

• Bachelor’s degree from an accredited institution (preferable in Business, Economics, Accounting, or Finance). Master’s degree is a plus.

• 7‑10 years of related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, CPA, etc.).

• Certified Financial Planner (CFP) designation required; or alternate designations such as ChFC, PFS, CFA, or CIC acceptable.
• Series 65 license required unless an exempt designation applies.

• Advanced knowledge of financial products and planning concepts.
• Excellent communication and presentation skills for investment, finance, and tax solutions.
• Strong understanding of economic impacts on clients and the firm.
• Experience with financial planning software.
• Collaborative, team‑oriented mindset; willingness to support peers.
• Sales aptitude preferred.
• Entrepreneurial spirit with a growth mindset and positive attitude.
• Proficient in asset allocation, portfolio review, and investment strategy.
• Comprehensive compliance knowledge.
• Travel up to 20% as required.

Business hours Monday through Friday.

Hybrid schedule combining remote and office work; professional office environment. The role involves standing and sitting and will be assigned a workstation.

Annual base salary range: $85,000 – $145,000 USD. Eligible for annual bonus and other incentive compensation.

• Medical, dental, and vision coverage;
  Life insurance; 401(k) contributions;
  Health Savings Account (HSA).
• Short- and long-term disability coverage.
• Company‑paid basic life & AD&D insurance; supplemental disability and critical illness coverage.
• Medical plans (high‑deductible and traditional) with HSA contributions;
  Cigna and Kaiser options.
• Dental and vision plans.
• Dependent care savings account.
• 14 company‑paid holidays; paid vacation and sick days.
• Employee Assistance Program;
  Family Medical Leave; paid parental leave (8 weeks).
• Adoption assistance reimbursement; concierge services for personal needs.
• 401(k) retirement plan with traditional, Roth, and after‑tax options; company match per pay period.
• Pet insurance; personalized financial planning and guidance at preferred employee pricing.

We do not accept unsolicited resumes from agencies or search firms for this posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email  For information about applicant rights, required employment notices, E‑Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

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