merceradvisors
Sr. Wealth Advisor (Hybrid - Columbus, OH)
At a Glance
- Location
- Columbus
- Experience
- 10+ years
- Posted
- 2026-02-18T23:40:25-05:00
Key Requirements
Domain Knowledge
- Accounting
- Finance
Benefits & Perks
ensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for
Requirements
:
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
10+ years of job-related experience
7+ years of experience working with UHNW clients
Responsibilities
The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.
Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.
Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.