Wealth Advisor

Job overview

The Wealth Advisor works on a hybrid schedule, combining remote work and office work, with client meetings in Kennebunk, ME and Portsmouth, NH. Total expected cash compensation is $125,000–$180,000 per year. 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, recommends suitable solutions, 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
• communicate financial solutions
• build long-term relationships and support client retention
• leverage tax, estate planning, insurance, and other firm solutions
• follow compliance and client-care standards
• act as a fiduciary
• travel up to 20% as required
• be in Maine one to two times per week for client meetings.

What we're looking for

Skills & competencies

wealth advisor

full-time

hybrid

kennebunk me

portsmouth nh

mercer advisors

financial planning

investment management

fiduciary

cfp

series 65

$125k–$180k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Life, disability, medical, dental, and vision insurance
• HSA
• paid holidays
• paid time off
• employee assistance
• paid parental leave
• adoption assistance
• 401(k) match
• pet insurance.

Why this role

Requires a bachelor’s degree and 7–10 years of related experience. CFP required, with specified alternative designations potentially accepted; Series 65 required unless exempt. Travel up to 20%.

About the employer

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