Associate Wealth Advisor Denver Mercer Advisors
Overview
Mercer Advisors seeks an Associate Wealth Advisor in Denver to grow client base through referrals using unified in-house team. This role develops financial plans and supports senior advisors while fostering client relationships.
What You'll Do5
- 1Anticipates Senior Advisor needs and manages pre/post meeting deliverables
- 2Prepares comprehensive financial plans aligned with client goals
- 3Collaborates with internal partners to coordinate integrated services
- 4Translates complex concepts into client-friendly materials
- 5Ensures compliance and regulatory adherence
Requirements5
- 1Bachelor's degree in Business Economics Accounting Finance or related field
- 2At least 5 years of relevant experience
- 3Certified Financial Planner designation required
- 4Series 65 license or applicable state exemption
- 5Strong communication and relationship-building abilities
Salary Insight
Salary not disclosed in listing
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