Wealth Advisor

Job overview

The Wealth Advisor is an onsite, full-time position in Houston, TX, with a stated annual base pay range of $85,000–$145,000, plus eligibility for annual bonus and other incentive compensation. Mercer Advisors provides integrated financial planning, investment management, tax, estate, insurance, and related services to families. The posting describes a professional office environment and a hybrid designation, with business-hours work Monday through Friday. The advisor serves a book of Wealth Path clients, supporting retention, client transitions, and regional business development. The role provides financial planning guidance, prepares and presents planning materials, coordinates client communications, and supports the firm’s client service and growth goals. Travel of up to 50% may be required for client meetings and training.

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 10–50 new clients annually
• advise on investments, tax, pension, estate, insurance, and financial planning
• prepare and present financial planning modules
• manage client communications and follow-up
• attend workshops or lectures and speak to potential client groups when called upon
• travel up to 50% as required.

What we're looking for

Skills & competencies

wealth advisor

financial planning

wealth management

investment management

client advisory

certified financial planner

full-time

houston tx

mercer advisors

$85k–$145k base

annual bonus eligible

monday–friday business hours

travel up to 50%

hybrid designation

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision coverage
• life insurance
• 401(k)
• health savings account
• short- and long-term disability
• 14 company-paid holidays
• paid time off
• paid parental leave
• adoption assistance
• employee assistance plan
• pet insurance
• personalized financial planning at preferred employee pricing.

Why this role

Requires a bachelor’s degree and Certified Financial Planner designation; five to twenty-five years of related experience is listed. Travel up to 50% may be required.

About the employer

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