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 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:
Required Knowledge, Skills and Abilities:
Education:Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plusExperience:Five to fifteen 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 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 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 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 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 role
Competencies:
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 goals
Work Schedule:This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
#LI-Hybrid
Working Conditions:This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.
#LI-Hybrid
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 compensation programs.
Base Pay Range
$97,750
—
$115,000 USD
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:
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected] . This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights .
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here .
