Mercer Advisors
Financial Services
WealthAdvisor,UHNW
“Wealth Advisor, UHNW at Mercer Advisors. Skills: Financial Planning, Investment Management, Client Relationship Management, Fiduciary Duty. Deepening relationships with an established base of clients. Organically growing practice through referrals”
What You'll Achieve.
Help clients achieve their financial goals; Work towards well defined financial objectives; Live the lives of their dreams; Overcome obstacles and progress towards their goals with more confidence and less stress; Amplify and simplify their financial lives with confidence
Industry & Context.
Analyze financial landscape; Develop recommendations; Diagnose client needs; Propose solutions; Overcome obstacles
What They're Looking For.
Must Have
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), 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, Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC) may be acceptable in lieu of CFP
What You'll Do.
Deepening relationships with an established base of clients
Organically growing practice through referrals
Leveraging in-house team of experts to help clients achieve financial goals
Focusing exclusively on clients
Utilizing advanced knowledge of financial planning and investments
Diagnosing client needs and proposing solutions
Partnering with affluent clients to identify financial goals
Analyzing financial landscape and developing recommendations
Communicating complex financial solutions to clients
Ensuring client retention by building meaningful and long-lasting relationships
Developing and implementing appropriate financial solutions
Leveraging Mercer’s broad set of solutions including tax
Ensuring adherence to compliance and regulatory policies
Acting as a fiduciary
How You'll Work.
Team & Collaboration
Working hand-in-hand with clients and a team of specialists; Working as a team with functional experts in all areas of wealth management; Leveraging a unified in-house team of experts; Working with a team of experts in portfolio management, financial planning, tax, estate planning, and more
Communication Scope
Communicates complex financial solutions to clients; Utilizing interpersonal communication and relationship building skills
Applying for this Wealth Advisor, UHNW role?
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