Senior Wealth Advisor

5 days ago

Houston, Texas, United States Mercer Advisors Inc Full time

For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,200 families in more than 90 cities across the U.S. We are an independent, national fiduciary committed to always working in our clients' best interests.

Mercer Advisors offers a distinct work environment that we believe stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

Job Summary:

The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Key Responsibilities and Duties:

  • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well-defined financial objectives.
  • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship-building skills.
  • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
  • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients.
  • Ensures adherence to compliance and regulatory policies as well as company standards of client care.
  • Acts as a fiduciary, placing client interests and outcomes first.

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:

  • 15+ years of job-related experience.

Certifications/Licenses:

  • 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).

Work Schedule: Business hours Monday through Friday.

Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment.

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
  • 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)
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
  • Pet Insurance
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