Mercer Advisors
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This range is provided by Mercer Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base Pay Range $120,000.00/yr - $150,000.00/yr
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
Job Summary The Sr. Wealth Advisor, Director works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors to support the team’s region-wide business development and client service effor
Responsibilities
ude:Functioning as the primary trusted advisor to the firm's high net worth cli
entsEnsuring retention of the firm’s clients as well as generating refer
ralsSupporting 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 plan
ningAnalyzing, drafting, editing, delivering, and presenting financial planning modules to cli
entsManaging client communications and follow-up with clients’ other advi
sorsEnsuring adherence to company standards of client care, meetings, referrals and reten
tionAttending company workshops or lectures and speak to groups of potential clients when called
uponImplementing company policies and proced
uresOther duties as ne
Leadership & Management Minimum Re
Required Knowledge, Skills and Abilities
ation:Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree
rience:Fifteen plus years of job-related exp
erience Certifi
cations: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 co
b Skills:Strong knowledge of and the ability to present investment, finance, insurance, and tax planning
conceptsHas 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 highl
y desiredContinually seeks to enhance job knowledge, learn quickly and ef
ficientlyMust 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
preferredTechnical and analytical training and experience in financial
planningDemonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team en
vironmentAbility to work without close supervision managing and prioritizing del
iverablesMust be highly flexible and confidential with al
l mattersAbility to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed
Competencies
ExperienceAdvanced knowledge of the industry, financial products, and financial planni
c LandscapeAdvanced knowledge of the economic landscape/general understanding of impact on the Firm
and clientsBusines
s Ops - CSUStrong working/core understanding of CSU
Operation
sSO's - FWSCan generate and review performance reports and present recommendations to client relations
hip manag
erSO’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 op
portunitiesCore Tec
h/PlatformsExpert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce
, Docusign
)ComplianceComprehensive understanding of compliance r
Seniority Level Director
Employment Type Full-time
Job Function Management, Finance, and Consulting
Salary Average annual salary range for this position across our locations is: $120,000 to $150,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compe
Work Schedule Business hours Monday through Friday, additional hours as required in an exempt and leadership role with the organization.
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 ext
#J-18808-Ljbffr
Get AI-powered advice on this job and more exclusive features.
This range is provided by Mercer Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base Pay Range $120,000.00/yr - $150,000.00/yr
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
Job Summary The Sr. Wealth Advisor, Director works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors to support the team’s region-wide business development and client service effor
Responsibilities
ude:Functioning as the primary trusted advisor to the firm's high net worth cli
entsEnsuring retention of the firm’s clients as well as generating refer
ralsSupporting 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 plan
ningAnalyzing, drafting, editing, delivering, and presenting financial planning modules to cli
entsManaging client communications and follow-up with clients’ other advi
sorsEnsuring adherence to company standards of client care, meetings, referrals and reten
tionAttending company workshops or lectures and speak to groups of potential clients when called
uponImplementing company policies and proced
uresOther duties as ne
Leadership & Management Minimum Re
Required Knowledge, Skills and Abilities
ation:Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree
rience:Fifteen plus years of job-related exp
erience Certifi
cations: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 co
b Skills:Strong knowledge of and the ability to present investment, finance, insurance, and tax planning
conceptsHas 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 highl
y desiredContinually seeks to enhance job knowledge, learn quickly and ef
ficientlyMust 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
preferredTechnical and analytical training and experience in financial
planningDemonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team en
vironmentAbility to work without close supervision managing and prioritizing del
iverablesMust be highly flexible and confidential with al
l mattersAbility to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed
Competencies
ExperienceAdvanced knowledge of the industry, financial products, and financial planni
c LandscapeAdvanced knowledge of the economic landscape/general understanding of impact on the Firm
and clientsBusines
s Ops - CSUStrong working/core understanding of CSU
Operation
sSO's - FWSCan generate and review performance reports and present recommendations to client relations
hip manag
erSO’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 op
portunitiesCore Tec
h/PlatformsExpert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce
, Docusign
)ComplianceComprehensive understanding of compliance r
Seniority Level Director
Employment Type Full-time
Job Function Management, Finance, and Consulting
Salary Average annual salary range for this position across our locations is: $120,000 to $150,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compe
Work Schedule Business hours Monday through Friday, additional hours as required in an exempt and leadership role with the organization.
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 ext
#J-18808-Ljbffr