Wealth Management Professional

3 weeks ago

Menlo Park, California, United States Mercer Advisors Full time
Job Summary

The Wealth Advisor II role at Mercer Advisors is a key position that focuses on deepening relationships with established clients and organically growing their practice through referrals. This role leverages the unified in-house team of experts to help clients achieve their financial goals.

Key Responsibilities
  • Partner with affluent clients to identify their financial goals, analyze their financial landscape, and develop recommendations that help them work towards well-defined financial 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 to clients.
  • 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.
Requirements
  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting, or Finance related); Master's degree a plus.
  • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant).
  • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications 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 an exemption in the applicable state(s).
Benefits

Mercer Advisors offers a competitive and robust benefit package to its employees. The benefit programs are focused on meeting all of the employees' and their eligible dependents' health and welfare needs. The company offers the following 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.

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