Wealth Management Professional
3 weeks ago
The Wealth Advisor I is a key member of our client-focused team, working under the direction of our Managing Directors and local office Wealth Management leadership to support regional business development and client service efforts.
Key Responsibilities- Function as the primary trusted advisor to our mass affluent clients, ensuring retention and generating referrals.
- Support our Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and general financial planning.
- Analyze, draft, edit, deliver, and present financial planning modules to clients, managing client communications and follow-up with other advisors.
- Ensure adherence to company standards of client care, meetings, referrals, and retention, attending company workshops or lectures and speaking to potential clients when needed.
- Implement company policies and procedures, performing other duties as required.
- Bachelor's degree from an accredited institution, preferably in Business, Economics, Accounting, or Finance; Master's degree a plus.
- Five to ten years of job-related experience, with certifications such as CFP, ChFC, PFS, CFA, CIC, or Series 65 highly desired.
- Knowledge of investment, finance, insurance, and tax planning concepts, with proficiency in MS Word, Excel, PowerPoint, and Outlook, and experience with Salesforce and financial planning software preferred.
- Strong analytical and communication skills, with the ability to work independently and as part of a team, managing multiple priorities and delivering results in a fast-paced environment.
Mercer Advisors offers a competitive and comprehensive benefits package, including company-paid life and disability insurance, health, dental, and vision plans, a 401(k) retirement plan, and paid time off, as well as opportunities for professional growth and development.
We are an equal employment opportunity employer, committed to diversity and inclusion, and we welcome applications from qualified candidates who share our values and are passionate about delivering exceptional client service.
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