Associate Wealth Advisor

Why Work at Mercer Advisors?For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*Mercer Advisors offers a distinct work environment that 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.* 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 Associate 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 Associate Wealth Advisor will include:Functioning as the primary trusted advisor to the firm's high net worth clientsEnsuring retention of the firm's clients as well as generating referralsSupporting 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 planningAnalyzing, drafting, editing, delivering, and presenting financial planning modules to clientsManaging client communications and follow-up with clients' other advisorsEnsuring adherence to company standards of client care, meetings, referrals and retentionAttending company workshops or lectures and speak to groups of potential clients when called uponImplementing company policies and proceduresOther duties as neededRequired 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: 3+  years of job-related experienceCertifications:Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be consideredJob 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 PlanningExcellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desiredContinually seeks to enhance job knowledge, learn quickly and efficientlyMust be a humble, entrepreneurial, hardworking team player with a positive "can do" attitudeProficiency 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 environmentAbility to work without close supervision managing and prioritizing deliverablesMust be highly flexible and confidential with all mattersAbility to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for roleCompetencies: Business & Technological KnowledgeIndustry ExperienceAdvanced knowledge of the industry, financial products, and financial planning conceptsEconomic LandscapeAdvanced knowledge of the economic landscape/general understanding of impact on the Firm and clientsBusiness Ops - CSUStrong working/core understanding of CSU OperationsSO's - FWSCan generate and review performance reports and present recommendations to client relationship managerSO's - FPAdvanced 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 clientsWealth ManagementStrong 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 opportunitiesCore Tech/PlatformsExpert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)ComplianceComprehensive understanding of compliance requirementsINTERPERSONAL EFFECTIVENESSTeamwork & CollaborationRole model for cross-Firm teamwork and collaborationWork EnvironmentRole model for contributing to a positive work environmentBalancing PrioritiesBalances competing priorities and manages time pressures with composureTrustworthinessInstills trust across the Firm as someone who can be counted on for honesty, integrity, and reliabilityProfessional PresenceIf needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functionsCommunicationsPresents oral and written communications in a concise and well-organized formCLIENT FOCUS & ACCOUNTABILITYClient ServiceAssists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Financial Planners and/or Wealth AdvisorsResource CoordinationBegins to establish internal resource channels needed to deliver high quality work on a timely basisGrowth MindsetCan play a supporting role in business development activity/activities; beginning to build a network of business contacts in the marketQualityTakes responsibility for ensuring work qualityLEADERSHIPGuiding PrinciplesConsistently demonstrates full commitment to Firm vision and valuesTalent Development & Team LeadershipFormally 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 ManagementIdentifies opportunities for improvement and proposes solutionsFirm-buildingRepresents the Firm in a professional mannerDriving ResultsPartners with others to support achievement of KPI goalsWork 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. 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 InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree 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 PlansVision Insurance PlanDependent 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 daysEmployee Assistance PlanFamily Medical LeavePaid 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 ProgramCompany 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 matchPet InsuranceWe 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.If you need an accommodation seeking employment with Mercer Advisors, please email This email is for accommodation requests only. Accommodations are made on a case-by-case basis.Applicants have rights under federal employment laws:Family and Medical Leave Act (FMLA)Employee Polygraph Protection Act (EPPA)Equal Employment Opportunity (EEO)U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.E-VerifyRight to WorkIf you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.CCPA Notice at Collection