Mercer Advisors
Overview
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 methodologyhere .
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 efforts.
Responsibilities
Essential Job Functions for the Sr. Wealth Advisor, Director will include: Functioning as the primary trusted advisor to the firm's high net worth clients Ensuring retention of the firm’s clients as well as generating referrals Supporting 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 planning Analyzing, drafting, editing, delivering, 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, meetings, referrals and retention Attending company workshops or lectures and speak to groups of potential clients when called upon Implementing company policies and procedures Other duties as needed
Leadership & Management Family of Positions
Director
3M Advisors on Team 3 to 5 Player Coach Yes Has management oversight for RVP & RSA No Regional Leadership Team Often but not guaranteed No
Required 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: Fifteen plus years of job-related experience Certifications: 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 considered Job 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 Planning Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired Continually seeks to enhance job knowledge, learn quickly and efficiently Must be a humble, entrepreneurial, hardworking team player with a positive “can do” attitude Proficiency 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 environment Ability to work without close supervision managing and prioritizing deliverables Must be highly flexible and confidential with all matters Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role
Business & Technological Knowledge
Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO’s - FP Advanced 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 clients Wealth Management Strong 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 opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements
Interpersonal Effectiveness
Role model for cross-Firm teamwork and collaboration Role model for contributing to a positive work environment Balances competing priorities and manages time pressures with composure Trustworthiness
Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence
If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications
Presents oral and written communications in a concise and well-organized form
Client Focus & Accountability
Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Financial Planners and/or Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality
Leadership
Consistently demonstrates full commitment to Firm vision and values Formally 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. Identifies opportunities for improvement and proposes solutions Firm-building
Represents the Firm in a professional manner Driving Results
Partners with others to support achievement of KPI goals
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 external trainings. #LI-Hybrid
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 Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three 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. Vision Insurance Plan Dependent 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 days Employee Assistance Plan Family Medical Leave Paid 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 Program Company 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 match Pet Insurance
EEO Notice:
Mercer Advisors is 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 are a resident of California, learn more about Mercer's California Consumer Privacy Policy here . Create a Job Alert Interested in building your career at Mercer Advisors? Get future opportunities sent straight to your email. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Website How did you hear about this opportunity? * Select... If referred, by who? Have you ever worked for Mercer Advisor\'s before? * Select... Have you previously interviewed with Mercer Advisors? * Select... Are you legally authorized to work in the US without sponsorship? * Select... Do you now or in the future require visa sponsorship to continue working in the United States of America? * Select... Do you currently hold a Series 65 license or equivalent certification? * Select... Are you currently a Certified Financial Planner (CFP) or have you completed any of the coursework toward the CFP designation? * Select...
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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 methodologyhere .
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 efforts.
Responsibilities
Essential Job Functions for the Sr. Wealth Advisor, Director will include: Functioning as the primary trusted advisor to the firm's high net worth clients Ensuring retention of the firm’s clients as well as generating referrals Supporting 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 planning Analyzing, drafting, editing, delivering, 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, meetings, referrals and retention Attending company workshops or lectures and speak to groups of potential clients when called upon Implementing company policies and procedures Other duties as needed
Leadership & Management Family of Positions
Director
3M Advisors on Team 3 to 5 Player Coach Yes Has management oversight for RVP & RSA No Regional Leadership Team Often but not guaranteed No
Required 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: Fifteen plus years of job-related experience Certifications: 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 considered Job 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 Planning Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired Continually seeks to enhance job knowledge, learn quickly and efficiently Must be a humble, entrepreneurial, hardworking team player with a positive “can do” attitude Proficiency 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 environment Ability to work without close supervision managing and prioritizing deliverables Must be highly flexible and confidential with all matters Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role
Business & Technological Knowledge
Industry Experience Advanced knowledge of the industry, financial products, and financial planning concepts Economic Landscape Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients Business Ops - CSU Strong working/core understanding of CSU Operations SO's - FWS Can generate and review performance reports and present recommendations to client relationship manager SO’s - FP Advanced 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 clients Wealth Management Strong 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 opportunities Core Tech/Platforms Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign) Compliance Comprehensive understanding of compliance requirements
Interpersonal Effectiveness
Role model for cross-Firm teamwork and collaboration Role model for contributing to a positive work environment Balances competing priorities and manages time pressures with composure Trustworthiness
Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability Professional Presence
If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions Communications
Presents oral and written communications in a concise and well-organized form
Client Focus & Accountability
Client Service Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Financial Planners and/or Wealth Advisors Resource Coordination Begins to establish internal resource channels needed to deliver high quality work on a timely basis Growth Mindset Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market Quality Takes responsibility for ensuring work quality
Leadership
Consistently demonstrates full commitment to Firm vision and values Formally 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. Identifies opportunities for improvement and proposes solutions Firm-building
Represents the Firm in a professional manner Driving Results
Partners with others to support achievement of KPI goals
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 external trainings. #LI-Hybrid
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 Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three 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. Vision Insurance Plan Dependent 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 days Employee Assistance Plan Family Medical Leave Paid 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 Program Company 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 match Pet Insurance
EEO Notice:
Mercer Advisors is 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 are a resident of California, learn more about Mercer's California Consumer Privacy Policy here . Create a Job Alert Interested in building your career at Mercer Advisors? Get future opportunities sent straight to your email. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf LinkedIn Profile Website How did you hear about this opportunity? * Select... If referred, by who? Have you ever worked for Mercer Advisor\'s before? * Select... Have you previously interviewed with Mercer Advisors? * Select... Are you legally authorized to work in the US without sponsorship? * Select... Do you now or in the future require visa sponsorship to continue working in the United States of America? * Select... Do you currently hold a Series 65 license or equivalent certification? * Select... Are you currently a Certified Financial Planner (CFP) or have you completed any of the coursework toward the CFP designation? * Select...
#J-18808-Ljbffr