Associate Wealth Advisor – Ultra-High-Net-Worth

Job overview

The Associate Wealth Advisor – Ultra-High-Net-Worth role is hybrid, combining remote and office work in Boulder, CO. Compensation is not specified in the listing’s structured pay information. Mercer Advisors’ Regis Group serves ultra-high-net-worth families, integrating financial planning, investment management, tax, estate, and other expertise. The advisor supports a Senior Wealth Advisor and an established client base through financial planning, meeting preparation, and coordinated client service. The role is developmental, with increasing client ownership and responsibility over time, and contributes to clients’ financial goals as a fiduciary.

What you'll do

• Prepare for and follow up on client meetings
• manage meeting deliverables and workflow
• help develop financial solutions
• prepare comprehensive financial plans
• coordinate with portfolio management, tax, estate planning, and other teams
• communicate progress and next steps
• translate financial concepts into client-friendly materials
• follow compliance requirements and act as a fiduciary.

What we're looking for

Skills & competencies

associate wealth advisor

ultra-high-net-worth

financial planning

investment management

fiduciary

client relationships

hybrid

boulder co

mercer advisors

cfp

series 65

up to 20% travel

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

The posting requires a CFP or an accepted alternative designation, Series 65 unless exempt, at least five years of related experience, and up to 20% travel.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.