Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.
When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team. **
Job Summary:**
The Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and local office Wealth Management leadership to support the team’s region-wide business development and client service efforts. **
Essential Job Functions for the Wealth Advisor 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:
- Seven (7) to twenty-five (25) 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), Chartered Investment Consultant (CIC) or Series 65 (S65) 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
Location: This is a remote role located in CO, UT, ID, MT, SD, NE, KS, MN, IA, MO, WI, or IL. **
Work Schedule: Business hours Monday through Friday.
Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.
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. **
Competencies:**
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 **
Benefits:**
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.
- 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
**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.
