Why Work at Mercer Advisors?
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 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:
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:
Five (5) to ten (10) 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:
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
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
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.
Competencies:
Business & Technological Knowledge
Industry Experience
Knowledge of the industry, financial products, and financial planning concepts
Economic Landscape
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
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.
#LI-Hybrid
#J-18808-Ljbffr
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 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:
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:
Five (5) to ten (10) 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:
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
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
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.
Competencies:
Business & Technological Knowledge
Industry Experience
Knowledge of the industry, financial products, and financial planning concepts
Economic Landscape
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
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.
#LI-Hybrid
#J-18808-Ljbffr
