Wealth Advisor (Kennebunk, ME and Portsmouth, NH)

Mercer Advisors•Portsmouth, NH

12d•$125,000 - $180,000•Hybrid

About The Position

Mercer Advisors is hiring a Wealth Advisor to deepen relationships with an established client base and grow the practice organically through referrals. The advisor works with affluent clients to understand their financial goals and circumstances, develop suitable recommendations, and help them pursue well-defined financial objectives. The role combines advanced financial-planning and investment knowledge with strong relationship-building and communication skills. The advisor serves as a fiduciary, putting client interests first, and draws on Mercer Advisors’ in-house expertise in areas including portfolio management, financial planning, tax, estate planning, and insurance. The role is supported by the firm’s technology platform and dedicated Sales team, allowing advisors to focus on client relationships. The position follows a hybrid schedule, combining remote work with office work in a professional environment. The advisor must be willing to be in Maine one to two times per week for client meetings and may travel up to 20% for client meetings, company training, and other needs. Business hours are Monday through Friday. The annualized total expected cash compensation range is $125,000–$180,000, including base salary and annual bonus; additional incentive compensation may be available.

Requirements

Bachelor’s degree from an accredited institution; a business-, economics-, accounting-, or finance-related degree is preferred.
7–10 years of job-related experience, such as experience as an Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, or Certified Public Accountant.
Certified Financial Planner (CFP) designation required, or an acceptable alternative: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), or Chartered Investment Consultant (CIC).
Series 65 required unless an applicable designation qualifies for an exemption in the relevant state(s).
Advanced knowledge of the financial services industry, financial products, and financial-planning concepts.
Superior communication skills and ability to present investment, finance, and tax-planning solutions to clients.
Advanced knowledge of the economic landscape and a general understanding of its impact on the firm and clients.
Experience using financial-planning software.
Ability to collaborate and willingness to help others.
Entrepreneurial spirit, growth mindset, and positive attitude that contributes to a positive work environment.
Strong core understanding of the firm’s investments and ISG, and ability to perform asset allocation and portfolio-review analysis.
Comprehensive understanding of compliance requirements.
Ability to travel up to 20% for client meetings, company training, and other needs.
Willingness to be in Maine one to two times per week to meet with clients.

Nice To Haves

Master’s degree.
Sales aptitude and experience.

Responsibilities

Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations to support their financial objectives.
Communicate complex financial solutions, including investment, finance, and tax-planning solutions, to clients.
Build meaningful, long-lasting client relationships and develop and implement appropriate financial solutions to support client retention.
Use Mercer’s solutions, including tax, estate planning, and insurance, to provide comprehensive services to clients.
Follow compliance and regulatory policies and company standards of client care.
Act as a fiduciary by placing client interests and outcomes first.
Perform asset allocation and analysis for portfolio reviews.

Benefits

Company-paid basic life and AD&D insurance.
Company-paid short-term and long-term disability insurance.
Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
Three Cigna medical plan options, including two high-deductible health plans and a traditional co-pay plan; Kaiser medical plans are available in California.
Health Savings Account with company contributions for employees enrolled in either high-deductible health plan.
Two comprehensive dental plans.
Vision insurance.
Dependent Care Savings Account for child and dependent care.
14 company-paid holidays, including a full week off at Thanksgiving.
Paid time off for vacation and sick days.
Employee Assistance Plan.
Family Medical Leave.
Paid parental leave of eight weeks.
Maternity benefits using company-paid short-term disability, any supplemental short-term disability, and parental leave.
Adoption assistance reimbursement program.
Company-paid concierge services for caregiving needs and other life challenges.
401(k) retirement plan with Traditional and Roth options, per-pay-period matching, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.