Associate Wealth Advisor, Minneapolis

Job overview

The Associate Wealth Advisor role is onsite in Minneapolis, MN; compensation is not specified in the listing’s structured pay information. Mercer Advisors’ Regis Group serves ultra-high-net-worth families with integrated wealth-management expertise. The role supports a Senior Wealth Advisor by preparing financial plans, coordinating client work, and contributing to client relationships and practice growth. It develops toward greater client ownership while helping deliver fiduciary advice and coordinated planning across investment, tax, and estate specialists.

What you'll do

• Anticipate the Senior Advisor’s needs and manage meeting deliverables and workflow
• prepare for, participate in, and follow up after client meetings
• gather client information and contribute to financial solutions
• prepare comprehensive financial plans
• coordinate with portfolio management, tax, estate planning, and other teams
• communicate progress and next steps
• translate financial planning concepts into client-friendly materials
• follow compliance and client-care policies
• act as a fiduciary.

What we're looking for

Skills & competencies

associate wealth advisor

wealth management

financial planning

ultra-high-net-worth clients

fiduciary

client meetings

minneapolis mn

mercer advisors

cfp or accepted designation required

series 65 required unless exempt

travel up to 20%

remote or hybrid schedule

monday–friday business hours

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid life and disability insurance
• medical, dental, and vision plans
• HSA
• 14 company-paid holidays
• paid time off
• paid parental leave
• adoption assistance
• 401(k)
• employee assistance plan
• pet insurance
• employee financial planning.

Why this role

The posting describes a remote or hybrid work schedule, business hours Monday through Friday with occasional schedule adjustments, and travel up to 20% for client meetings or company training.

About the employer

Mercer Advisors is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.