Wealth Management Advisor

Mercer Advisors is a unique wealth management firm that prioritizes its clients' financial well-being. Our firm was founded in 1985 on the principle of providing a unified approach to managing clients' finances, akin to a family office. We connect the dots of our clients' financial lives by integrating planning, investing, taxes, estate, insurance, trust, and more. With over 25,000 families served across 90 cities and $45 Billion in assets entrusted to our care, we operate as an independent, national fiduciary, committed to working in our clients' best interest.

The Sr. Wealth Advisor will work in a client-focused, team-centered environment under the direction of a Managing Director and local office Wealth Management leadership to support regional business development and client service efforts.

1. Function as the primary trusted advisor to high net worth clients.
2. Ensure client retention and generate referrals.
3. Support Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and general financial planning.
4. Analyze, draft, edit, deliver, and present financial planning modules to clients.
5. Manage client communications and follow-up with clients' other advisors.
6. Ensure adherence to company standards of client care, meetings, referrals, and retention.
7. Attend company workshops or lectures and speak to groups of potential clients when called upon.
8. Implement company policies and procedures.
9. Other duties as needed.

Education: Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting, or Finance related); Master's degree a plus.

Experience: Fifteen plus 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

Advanced knowledge of the industry, financial products, and financial planning concepts

Economic Landscape

Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients

Business Ops - CSU

Strong working/core understanding of CSU Operations

SO's - FWS

Can generate and review performance reports and present recommendations to client relationship manager

SO's - FP

Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients

Wealth Management

Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities

Core Tech/Platforms

Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)

Compliance

Comprehensive understanding of compliance requirements

INTERPERSONAL EFFECTIVENESS

Teamwork & Collaboration

Role model for cross-Firm teamwork and collaboration

Work Environment

Role model for contributing to a positive work environment

Balancing Priorities

Balances competing priorities and manages time pressures with composure

Trustworthiness

Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability

Professional Presence

If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions

Communications

Presents oral and written communications in a concise and well-organized form

CLIENT FOCUS & ACCOUNTABILITY

Client Service

Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Financial Planners and/or Wealth Advisors

Resource Coordination

Begins to establish internal resource channels needed to deliver high quality work on a timely basis

Growth Mindset

Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market

Quality

Takes responsibility for ensuring work quality

LEADERSHIP

Guiding Principles

Consistently demonstrates full commitment to Firm vision and values

Talent Development & Team Leadership

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.

Innovation & Change Management

Identifies opportunities for improvement and proposes solutions

Firm-building

Represents the Firm in a professional manner

Driving Results

Partners with others to support achievement of KPI goals

Work Schedule: Business hours Monday through Friday.

Salary: Average annual salary range for this position across our locations is: $75,000 to $200,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills, and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

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.

Benefits:

• 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.
• Two comprehensive Dental Plans
• 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