Wealth Advisor, UHNW (Morristown, NJ)

Wealth Advisor for ultra-high-net-worth clients in a hybrid, client-facing role. Primary responsibility is partnering with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations to achieve well-defined objectives. Duties include communicating complex financial solutions, ensuring client retention through meaningful relationships, and leveraging Mercer’s in-house teams (tax, estate planning, insurance, portfolio management) to deliver comprehensive planning. The role emphasizes fiduciary client outcomes, regulatory compliance, and collaboration with a broad team of experts; travel up to 20% for client meetings and training. Requires a Bachelor's degree (preferably in finance/economics), CFP designation (or acceptable alternatives), Series 65, and 7-10 years of related experience. The work schedule is hybrid (remote + office) with base salary in the range of $85,000–$145,000 plus bonus and benefits.