Wealth Advisor

Job overview

The Wealth Advisor role is hybrid in Tampa, FL, with business-hours work Monday through Friday. The stated total expected cash compensation range is $85,000–$145,000 annually. Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and related services. The advisor deepens relationships with an established client base and grows the practice through referrals. Acting as a fiduciary, the advisor assesses client goals and financial circumstances, develops recommendations, and draws on the firm’s in-house specialists to support clients’ financial objectives.

What you'll do

• Partner with affluent clients to identify goals and analyze their financial circumstances
• develop recommendations toward financial objectives
• explain financial solutions
• build relationships that support client retention
• coordinate tax, estate, insurance, and other services
• follow compliance and regulatory policies
• act in clients’ best interests
• travel up to 20% for client meetings and company training as required.

What we're looking for

Skills & competencies

wealth advisor

tampa fl

mercer advisors

hybrid

monday–friday business hours

$85,000–$145,000

financial planning

investment management

fiduciary

client relationships

up to 20% travel

Work arrangement

• Weekend coverage required

Benefits & perks

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

About the employer

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