Mercer Advisors
Financial Services
WealthAdvisor
Neural analysis suggests this role is
optimal for Mid candidates.
“Wealth Advisor at Mercer Advisors. Skills: Financial Planning, Investment Management, Business Management, Tax, Estate Planning, Insurance, Client Service. Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients. Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth”
What You'll Achieve.
Ensuring retention of the firm’s clients; bringing in additional assets from existing clients; move clients from Wealth Path into Custom Wealth; obtain a client book size of 250 clients; adherence to company standards of client care, 1 annual meeting, referrals and retention
Industry & Context.
Analyzing; technical and analytical training and experience in financial planning
Ability to travel up to 50% as required for local and national client plus, to national educational trainings and seminars as needed for role, Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings
What They're Looking For.
Must Have
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), Five to twenty-five years of job-related experience, Certified Financial Planner (CFP)
Nice to Have
Master's degree a plus, additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered, Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.
What You'll Do.
Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients
Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments
and general financial planning
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
referrals and retention
Attending company workshops or lectures and speak to groups of potential clients when called upon
Implementing company policies and procedure
How You'll Work.
Team & Collaboration
client-focused, team-centered environment; Supporting the team's Regional Vice Presidents and Managing Directors; deliver to tight deadlines in a team environment
Communication Scope
delivering, and presenting financial planning modules to clients; Managing client communications; speak to groups of potential clients
Process & Methodology
managing and prioritizing deliverables
Full Job Description
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U. S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path 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 a book of 150-250 Wealth Path clients Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Cu
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