Wealth Advisor (St. Louis, MO)
$85,000–$145,000 year
Hybrid · Chesterfield, Missouri, United States
Job Summary
Wealth Advisor focused on deepening relationships with an established affluent client base and growing the practice through referrals, supported by Mercer Advisors’ in-house team of experts in portfolio management, tax, estate, and financial planning. Roles include diagnosing client needs, presenting comprehensive solutions, ensuring client retention, and acting as a fiduciary with a client-first orientation. The position requires CFP designation (or acceptable equivalents), Series 65, 7-10 years of experience, and travel up to 20%. It offers a hybrid work arrangement, base salary range of $85,000–$145,000 USD plus potential bonus and a robust benefits package, with a Bachelor’s degree (Business/Economics/Accounting/Finance) and strong communication and relationship-building skills.
Required Qualifications
- Bachelor's degree (preferably in Business, Economics, Accounting or Finance)
- CFP designation required (or acceptable equivalents: ChFC, PFS, CFA, CIC)
- Series 65 required, unless exemptions apply
- 7-10 years of job-related experience
- Travel up to 20% for client meetings, training, etc.
- Hybrid schedule with remote and office work
- Strong communication skills and financial planning/portfolio management capabilities
- Knowledge of financial planning software
- Experience in taxation, estate planning, and compliance
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