Wealth Strategist, HNW/UHNW

Join Mercer Advisors as a Wealth Strategist (full-time, remote) to deliver sophisticated financial planning support to high-net-worth and ultra-high-net-worth families across the United States.

What This Role Involves

You'll serve as a trusted planning expert within our centralized Financial Planning Group, providing strategic guidance that helps affluent families navigate complex financial decisions. In this position, you'll work directly with our advisors and clients to translate comprehensive planning expertise into actionable strategies for investments, estate management, tax optimization, and wealth preservation. This role demands excellence in communication, analytical rigor, and the ability to work with high-level confidential information while maintaining the utmost integrity. You'll be a polished professional who brings sophistication and confidence to every interaction.

Key Responsibilities

• Develop, review, and maintain financial plans for prospective, transitioning, and established high-net-worth clients
• Partner with advisors in client meetings to present planning recommendations and address sophisticated financial questions
• Create and refine strategic frameworks for existing HNW households, identifying new planning opportunities
• Coordinate implementation of wealth planning initiatives across the firm's service provider network, ensuring seamless execution
• Organize planning meetings, establish action items, and guide team members through project completion
• Support new client acquisition by participating in prospecting, data analysis, and demonstrating the value of comprehensive planning
• Strengthen advisor capabilities by sharing advanced financial planning expertise and best practices
• Author and present thought leadership—research articles, webinars, and educational content on complex planning topics and legislative updates relevant to affluent households

What You Bring

• Certified Financial Planner (CFP) certification or an advanced professional degree (CPA, CFA, JD, tax master's, LLM, MBA) required
• Minimum 5 years of hands-on financial planning experience, with depth across investments, cash flow strategy, estate planning, tax planning, trust services, and credit strategies
• Exceptional analytical and interpersonal abilities; clear, professional communication both written and verbal
• Highly organized with proven ability to manage multiple priorities and excel in a dynamic, fast-moving environment
• Working knowledge of financial planning software (eMoney, Holistiplan, or equivalent), tax software, and research tools
• Advanced proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

About the Company

Mercer Advisors has spent over four decades building the nation's leading independent wealth management platform for high-net-worth families. Today, we serve more than 31,300 households across 90-plus cities nationwide. As a fiduciary-first firm, we're legally committed to acting in our clients' best interests—a distinction recognized when Barron's ranked us #1 among U.S. RIA firms for two consecutive years. We've built a workplace where half of our professionals are women, and where talent and contribution matter more than geography. Our flexible, national presence and commitment to comprehensive, integrated planning—combining financial planning, investment management, tax strategy, estate planning, and more—sets us apart in an industry that often fragments these services.

Apply Today

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