Wealth Advisor — Client Growth & Planning

Mercer Advisors is seeking a Wealth Path Wealth Advisor to join a client-focused, team-driven environment. You will support region-wide business development and client service efforts under the guidance of Managing Directors and Wealth Path leadership.

Responsibilities include managing a book of 150–250 clients, onboarding new clients, and collaborating with regional leadership on investments, tax planning, estates and insurance. Travel up to 50% is required.