Associate Wealth Advisor I

Job overview

The Associate Wealth Advisor I role is hybrid or remote, with office work available in Denver, CO. The stated base pay range is $95,000–$110,000, with eligibility for incentive compensation. 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 supports organic practice growth through referrals. The role develops and delivers comprehensive financial planning analyses and recommendations, while providing leverage to the Senior Wealth Advisor and coordinating expertise across internal teams.

What you'll do

• Anticipate the Senior Advisor’s needs and manage meeting deliverables
• prepare for, participate in, and follow up after client meetings
• gather client information and contribute to financial solutions
• prepare comprehensive financial plans
• coordinate with portfolio management, tax, estate planning, and other teams
• communicate initiative progress and next steps
• translate complex planning concepts into client-friendly materials
• follow compliance and client-care standards
• act as a fiduciary
• travel up to 20% as required.

What we're looking for

Skills & competencies

associate wealth advisor i

denver co

mercer advisors

financial planning

wealth management

client relationships

fiduciary

cfp required

series 65

$95k–$110k base

hybrid or remote

travel up to 20%

monday–friday business hours

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, life and disability insurance
• HSA
• paid holidays
• PTO
• paid parental leave
• adoption assistance
• 401(k) match
• pet insurance
• employee financial planning.

Why this role

CFP designation required, with specified alternative designations potentially accepted; Series 65 required unless exempt; business-hours schedule Monday through Friday with occasional adjustments to serve clients.

About the employer

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