Associate Wealth Advisor, UHNW

The Associate Wealth Advisor at Mercer Advisors will support ultra-high-net-worth clients by deepening relationships and assisting in financial planning and investment management. This role involves collaborating with a team of specialists to deliver comprehensive financial solutions, managing client interactions, and preparing financial plans tailored to clients' unique goals. The position is developmental, allowing for growth in client ownership and responsibilities over time.

• 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 including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan

• No specific information about the technology stack used in financial planning software
• Role involves significant client interaction which may require flexibility in work hours
• The position is hybrid, combining remote and office work, which may not suit everyone