Wealth Advisor

Job overview

The Wealth Advisor role is listed as hybrid in Fairport, NY, with business-hours scheduling Monday through Friday and travel of up to 50% for client needs and training. The stated base pay range is $85,000–$145,000 per year. Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and related services. The advisor serves as a trusted point of contact for a book of Wealth Path clients, supporting retention, onboarding, financial planning, and client service. The role contributes to regional business development and helps clients evaluate financial planning and investment matters.

What you'll do

• Serve as primary trusted advisor to 150–250 Wealth Path clients
• support client retention and transitions to Custom Wealth
• onboard or transition new clients
• advise on investments, tax, pension, estate, insurance, and financial planning
• prepare and present planning modules
• manage client communications and follow-up
• attend workshops and speak to prospective client groups when called upon.

What we're looking for

Skills & competencies

wealth advisor

financial planning

wealth management

investment advice

client service

tax planning

hybrid

fairport ny

mercer advisors

$85k–$145k/year

monday–friday

travel up to 50%

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision coverage, life and disability insurance, HSA, 401(k), paid holidays, paid time off, paid parental leave, adoption assistance, and employee assistance plan.

Why this role

The role supports a client book of 150–250 households and may involve 50% or more time on financial planning.

About the employer

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