Associate Wealth Advisor (Tampa, FL)

The role

The Associate Wealth Advisor I deepens relationships with an established client base and supports a Senior Wealth Advisor. This role involves delivering financial planning analyses and recommendations to help clients achieve financial goals.

What you will do

• Anticipates the Senior Advisor’s needs and manages deliverables
• Prepares for, participates in, and follows up after client meetings
• Participates in the development of financial solutions to clients
• Prepares comprehensive financial plans
• Collaborates with internal partners across specialized teams
• Coordinates multiple client initiatives and priorities
• Builds technical, relational, and advisor capabilities
• Translates complex financial planning concepts into client-friendly materials
• Partners with the Senior Wealth Advisor to deliver client experience
• Ensures adherence to compliance and regulatory policies

Required qualifications

• Bachelor's degree from an accredited institution
• At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)
• Certified Financial Planner (CFP) designation or ChFC, PFS, CFA, or CIC
• Series 65 required, unless a qualifying designation provides an exemption
• Advanced knowledge of the industry, financial products, and financial planning concepts
• Superior communication skills
• Advanced knowledge of the economic landscape
• Experience utilizing financial planning software
• Expert at collaboration
• Strong core understanding of investments and ISG
• Ability to perform asset allocation and analysis for portfolio reviews
• Comprehensive understanding of compliance requirements

Nice to have

• Master’s degree
• Sales aptitude and experience
• An entrepreneurial spirit and growth-mindset

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

About the company

Mercer Advisors has been helping families for more than 40 years by integrating financial planning, investment management, tax, estate, and insurance. It is an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.