Mercer Advisors
Financial Services
WealthAdvisor,GuidedInvesting
“Wealth Advisor, Guided Investing at Mercer Advisors. Skills: Financial planning, Investment management, Client relationship management. Deepening relationships with an established base of clients. Organically growing practice through referrals”
What You'll Achieve.
Help clients achieve their financial goals; Ensures client retention; Placing client interests and outcomes first
Industry & Context.
Diagnose the needs of clients and propose solutions that fit each client's unique scenario
What They're Looking For.
Must Have
7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant), Certified Financial Planner (CFP) designation required, Series 65 required
Nice to Have
Master's degree a plus, 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)
What You'll Do.
Deepening relationships with an established base of clients
Organically growing practice through referrals
Leveraging unified in-house team of experts to help clients achieve financial goals
Focusing exclusively on clients
Diagnosing client needs and proposing solutions
Partners with affluent clients to identify financial goals
analyze financial landscape and develop recommendations
Communicates complex financial solutions to clients
Ensures client retention by building meaningful and long-lasting relationships
Development and implementation of appropriate financial solutions
Leverages Mercer’s broad set of solutions including tax
and more to provide a comprehensive offering
Ensures adherence to compliance and regulatory policies as well as company standards of client care
placing client interests and outcomes first
How You'll Work.
Team & Collaboration
Leveraging our unified in-house team of experts; Partners with affluent clients; Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more
Communication Scope
Communicates complex financial solutions to clients; Utilizing interpersonal communication and relationship building skills
Applying for this Wealth Advisor, Guided Investing role?
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