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Wealth Advisor I, Director

4 months ago

Green Bay, United States Mercer Advisors Full time

Job Summary: The Wealth Advisor, Director works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors to support the team’s region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor, Director will include: Functioning as the primary trusted advisor to the firm's high net worth clients Ensuring retention of the firm’s clients as well as generating referrals Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients Managing client communications and follow-up with clients’ other advisors Ensuring adherence to company standards of client care, meetings, referrals and retention Attending company workshops or lectures and speak to groups of potential clients when called upon Implementing company policies and procedures Other duties as needed Required Knowledge, Skills and Abilities: Education: Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus Experience: Five to fifteen years of job-related experience Certifications: Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered Job Skills: Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired Continually seeks to enhance job knowledge, learn quickly and efficiently Must be a humble, entrepreneurial, hardworking team player with a positive “can do” attitude Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred Technical and analytical training and experience in financial planning Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment Ability to work without close supervision managing and prioritizing deliverables Must be highly flexible and confidential with all matters Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role Business & Technological Knowledge Industry Experience Economic Landscape Business Ops - CSU SO's - FWS SO’s - FP Wealth Management Core Tech/Platforms Compliance INTERPERSONAL EFFECTIVENESS Role model for cross-Firm teamwork and collaboration Role model for contributing to a positive work environment Balances competing priorities and manages time pressures with composure Trustworthiness Professional Presence Communications CLIENT FOCUS & ACCOUNTABILITY Client Service Resource Coordination Growth Mindset Quality LEADERSHIP Consistently demonstrates full commitment to Firm vision and values Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities. Identifies opportunities for improvement and proposes solutions Firm-building Driving Results Work Schedule:

Business hours Monday through Friday, additional hours as required in an exempt and leadership role with the organization. Working Conditions:

Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. No heavy lifting over 10 lbs. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

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