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 31300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons 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 Barrons 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 Barrons to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere.
Job Summary: |
The Partner Sr. Wealth Advisor works in a client-focused team-centered environment to support the teams region-wide business development and client service efforts. The Partner Sr. Wealth Advisor focuses on an established base of clients and organically growing their practice through referrals while leveraging a unified in-house team of experts to help clients achieve their financial goals. Unlike other firms Mercer has a dedicated Sales team allowing our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each clients unique scenario. They are supported by a sophisticated technology platform and a team of experts in portfolio management financial planning tax estate planning and more. |
Essential Job Functions for this role include: |
- Lead and develop a high-performing team of Wealth Advisors fostering collaboration and accountability.
- Demonstrate a clear engaging leadership style that communicates vision and inspires team success.
- Drive cultural integration of acquired wealth management practices ensuring alignment with Mercers values and standards.
- Contribute to regional and enterprise leadership through active participation in committees and strategic initiatives.
- Serve as a trusted advisor to affluent clients identifying financial goals analyzing complex financial landscapes and delivering tailored recommendations.
- Communicate sophisticated financial strategies with clarity leveraging strong interpersonal and relationship-building skills.
- Ensure client retention through meaningful long-term relationships and implementation of comprehensive financial solutions.
- Utilize Mercers full suite of servicesincluding tax estate planning and insuranceto deliver holistic wealth management.
- Maintain strict adherence to compliance and regulatory standards upholding Mercers commitment to client care.
- Act as a fiduciary prioritizing client interests and outcomes in every decision.
|
Knowledge Skills and Abilities: |
Education - Bachelors degree from an accredited institution (preferably in Business Economics Accounting or Finance); Masters degree a plus.
Experience - 515 years of relevant experience in roles such as Independent Advisor Registered Representative Securities Portfolio Manager Financial Planner or Certified Public Accountant.
- Extensive experience in building relationships mentoring and managing Wealth Advisors including:
- Guiding advisors to achieve their potential.
- Fostering a collaborative culture.
- Evaluating performance and recruiting talent.
- Ensuring clear consistent communication.
- 35 years in a lead Advisor role or managing Advisor teams preferred.
Certifications & Licenses - Certified Financial Planner (CFP) designation required.
Acceptable alternatives: Chartered Financial Consultant (ChFC) Personal Financial Specialist (PFS) Chartered Financial Analyst (CFA) Chartered Investment Consultant (CIC). - Series 65 license required (or qualifying exemption based on designation and state requirements).
Skills & Competencies - Advanced knowledge of financial products planning concepts and industry trends.
- Strong communication and presentation skills; able to explain complex investment tax and planning strategies clearly.
- Deep understanding of economic trends and their impact on clients and the firm.
- Proficiency with financial planning software.
- Proven leadership in training coaching and mentoring junior employees; drives planner development and seeks new leadership opportunities.
- Ability to identify process improvements and propose solutions.
- Sales aptitude and experience preferred.
- Entrepreneurial mindset with a positive growth-oriented attitude.
- Strong understanding of Mercers investment strategies and ISG; capable of asset allocation and portfolio analysis.
- Comprehensive knowledge of compliance requirements.
- Ability to travel up to 50% for client meetings training and company events.
|
Work Schedule: |
This professional role requires availability Monday through Friday 8:00 AM 5:00 PM. |
Working Conditions: |
Hybrid Schedule with a combination of remote and office work in a professional office environment daytime hours working inside standing and sitting will be assigned to a workstation no heavy lifting over 20 lbs. |
The annualized base salary range for this role is based on factors including but not limited to experience skillset and geographic location where work is addition to base salary this position is also eligible to earn an annual bonus and other incentive compensation.
This position may also be eligible for a comprehensive benefits package which includes:
- Medical dental and vision coverage
- Life insurance
- 401(k) contributions
- Health Savings Account (HSA)
- Short- and long-term disability
- Additional benefits designed to support your health and financial well-being
Pay Range
$170000 - $210000 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:
- 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.
- Two comprehensive Dental Plans
- 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 lifes challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
We 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 Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address.
Applicants have rights under federal employment laws:
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.
If you are a resident of California learn more about Mercers California Consumer Privacy Policyhere.
CCPA Notice at Collection
Required Experience:
Senior IC
Why Work at Mercer AdvisorsFor 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 31300 families...
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 31300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons 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 Barrons 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 Barrons to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere.
Job Summary: |
The Partner Sr. Wealth Advisor works in a client-focused team-centered environment to support the teams region-wide business development and client service efforts. The Partner Sr. Wealth Advisor focuses on an established base of clients and organically growing their practice through referrals while leveraging a unified in-house team of experts to help clients achieve their financial goals. Unlike other firms Mercer has a dedicated Sales team allowing our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each clients unique scenario. They are supported by a sophisticated technology platform and a team of experts in portfolio management financial planning tax estate planning and more. |
Essential Job Functions for this role include: |
- Lead and develop a high-performing team of Wealth Advisors fostering collaboration and accountability.
- Demonstrate a clear engaging leadership style that communicates vision and inspires team success.
- Drive cultural integration of acquired wealth management practices ensuring alignment with Mercers values and standards.
- Contribute to regional and enterprise leadership through active participation in committees and strategic initiatives.
- Serve as a trusted advisor to affluent clients identifying financial goals analyzing complex financial landscapes and delivering tailored recommendations.
- Communicate sophisticated financial strategies with clarity leveraging strong interpersonal and relationship-building skills.
- Ensure client retention through meaningful long-term relationships and implementation of comprehensive financial solutions.
- Utilize Mercers full suite of servicesincluding tax estate planning and insuranceto deliver holistic wealth management.
- Maintain strict adherence to compliance and regulatory standards upholding Mercers commitment to client care.
- Act as a fiduciary prioritizing client interests and outcomes in every decision.
|
Knowledge Skills and Abilities: |
Education - Bachelors degree from an accredited institution (preferably in Business Economics Accounting or Finance); Masters degree a plus.
Experience - 515 years of relevant experience in roles such as Independent Advisor Registered Representative Securities Portfolio Manager Financial Planner or Certified Public Accountant.
- Extensive experience in building relationships mentoring and managing Wealth Advisors including:
- Guiding advisors to achieve their potential.
- Fostering a collaborative culture.
- Evaluating performance and recruiting talent.
- Ensuring clear consistent communication.
- 35 years in a lead Advisor role or managing Advisor teams preferred.
Certifications & Licenses - Certified Financial Planner (CFP) designation required.
Acceptable alternatives: Chartered Financial Consultant (ChFC) Personal Financial Specialist (PFS) Chartered Financial Analyst (CFA) Chartered Investment Consultant (CIC). - Series 65 license required (or qualifying exemption based on designation and state requirements).
Skills & Competencies - Advanced knowledge of financial products planning concepts and industry trends.
- Strong communication and presentation skills; able to explain complex investment tax and planning strategies clearly.
- Deep understanding of economic trends and their impact on clients and the firm.
- Proficiency with financial planning software.
- Proven leadership in training coaching and mentoring junior employees; drives planner development and seeks new leadership opportunities.
- Ability to identify process improvements and propose solutions.
- Sales aptitude and experience preferred.
- Entrepreneurial mindset with a positive growth-oriented attitude.
- Strong understanding of Mercers investment strategies and ISG; capable of asset allocation and portfolio analysis.
- Comprehensive knowledge of compliance requirements.
- Ability to travel up to 50% for client meetings training and company events.
|
Work Schedule: |
This professional role requires availability Monday through Friday 8:00 AM 5:00 PM. |
Working Conditions: |
Hybrid Schedule with a combination of remote and office work in a professional office environment daytime hours working inside standing and sitting will be assigned to a workstation no heavy lifting over 20 lbs. |
The annualized base salary range for this role is based on factors including but not limited to experience skillset and geographic location where work is addition to base salary this position is also eligible to earn an annual bonus and other incentive compensation.
This position may also be eligible for a comprehensive benefits package which includes:
- Medical dental and vision coverage
- Life insurance
- 401(k) contributions
- Health Savings Account (HSA)
- Short- and long-term disability
- Additional benefits designed to support your health and financial well-being
Pay Range
$170000 - $210000 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:
- 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.
- Two comprehensive Dental Plans
- 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 lifes challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
We 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 Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address.
Applicants have rights under federal employment laws:
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.
If you are a resident of California learn more about Mercers California Consumer Privacy Policyhere.
CCPA Notice at Collection
Required Experience:
Senior IC
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Job Location:
Monthly Salary:
$ 170000 - 210000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
