Job Summary
The Wealth Advisor focuses on deepening relationships with an existing client base and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.
Key Responsibilities And Duties
* Partner with affluent clients to identify their financial goals, analyze their financial landscape, and develop recommendations that help them work toward well‑defined objectives.
* Communicate complex financial solutions to clients, utilizing interpersonal communication and relationship‑building skills.
* Ensure client retention by building meaningful and long‑lasting relationships, alongside the development and implementation of appropriate financial solutions.
* Leverage Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering.
* Ensure adherence to compliance and regulatory policies as well as company standards of client care.
* Act as a fiduciary, placing client interests and outcomes first.
Education
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus.
Experience
7–10 years of job‑related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant).
Certifications / Licenses
* Certified Financial Planner (CFP) designation required. Alternative designations may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
* Series 65 required, unless any of the above designations qualify for a state exemption.
Skills & Competencies
* Advanced knowledge of the industry, financial products, and financial planning concepts.
* Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients.
* Experience utilizing financial planning software.
* Expert at collaboration and willing to help others.
* Sales aptitude and experience is preferred.
* Entrepreneurial spirit and growth mindset with a positive attitude that contributes to a positive work environment.
* Strong core understanding of investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews.
* Comprehensive understanding of compliance requirements.
* Ability to travel up to 20% as required for client meetings and company training.
Work Schedule
Business hours Monday through Friday.
Working Conditions
Hybrid schedule with a combination of remote and office work in a professional office environment. Standing and sitting; will be assigned to a workstation.
Compensation
Base Pay Range: $85,000 – $145,000 USD.
Benefits
* Medical, dental, and vision coverage.
* Life insurance.
* 401(k) contributions.
* Health Savings Account (HSA).
* Short‑term and long‑term disability.
* Additional benefits designed to support health and financial well‑being.
Equal Opportunity Statement
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements.
Accommodation Requests
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
#J-18808-Ljbffr