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: |
This role leads and owns the Seattle market with entrepreneurial autonomy to set and execute a growth strategy drive client retention across segments build and develop a high-performing team and winning culture and contribute as a key member of the firms 20-person national Managing Partner group. Serving as the face of the firm in the market the Managing Partner is accountable for personal production team success and broader firm impactcontributing to strategic initiatives cultivating future leaders and advancing Mercers long-term growth objectives. This role is ideal for a seasoned advisor-leader who thrives at the intersection of client excellence sales leadership and talent development. The Managing Partner Market Leader embodies the firms player/coach philosophy. This role combines hands-on client advisory and business development responsibilities with the leadership and development of a high-performing wealth management team. As both a producer and a people leader the Managing Partner drives organic growth by acquiring new clients deepening key relationships and coaching advisors to deliver an exceptional client experience. |
Essential Job Functions for this role include: |
- Design and execute on growth strategies that drive sustainable new-client acquisition with a client-centric advisory model including identifying new sales opportunities expanding referral pipelines and building scalable growth mechanisms that align with the firms strategy.
- Organize and mentor Wealth Management team in the region including regularly scheduled regional meetings office meetings or meetings by role. Work side by side with advisor team members to deliver client outcomes and provide feedback coaching and leadership to ensure strong client satisfaction and retention.
- Attract develop and retain top talent by building a high-performance team culture that enables individual growth and long-term market success.
- Collaborate with dedicated client development professionals to lead the buildout of the market through custodial referral channels centers of influence events and marketing strategies.
- Ensure adherence to compliance and regulatory policies as well as company standards of client care.
- Help identify and lead the cultural integration of acquired wealth management practices.
- Act as a fiduciary placing client interests and outcomes first.
- Manage region for efficient utilization of resources staffing operating margins and workflows.
|
Knowledge Skills and Abilities: |
Education: - Bachelors degree from an accredited institution (preferably Business Economics Accounting or Finance related) Masters degree a plus
Experience: - 15 years of job-related experience
Certifications/Licenses: - Certified Financial Planner (CFP) designation lieu of the CFP the following certifications may be acceptable: Chartered Financial Consultant (ChFC) Personal Financial Specialist (PFS) Chartered Financial Analyst (CFA) Chartered Investment Consultant (CIC).
- Series 65 required unless any of the above designations qualify for an exemption in the applicable state(s)
Skills & Competencies: - Advanced knowledge of the industry financial products and financial planning concepts
- Superior communication skills with the ability to effectively present investment finance and tax planning solutions to clients
- Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
- Experience utilizing financial planning software
- Expert at collaboration and willing to help others
- Sales aptitude and experience is preferred
- An entrepreneurial spirit and growth-mindset with a positive attitude that contributes to a positive work environment
Strong core understanding of our investments and ISG along with the ability to perform asset allocation and analysis for portfolio reviews - Comprehensive understanding of compliance requirements
- Ability to travel up to 20% as required for client meetings company training etc.
|
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
Base Pay Range
$210000 - $250000 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
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: |
This role leads and owns the Seattle market with entrepreneurial autonomy to set and execute a growth strategy drive client retention across segments build and develop a high-performing team and winning culture and contribute as a key member of the firms 20-person national Managing Partner group. Serving as the face of the firm in the market the Managing Partner is accountable for personal production team success and broader firm impactcontributing to strategic initiatives cultivating future leaders and advancing Mercers long-term growth objectives. This role is ideal for a seasoned advisor-leader who thrives at the intersection of client excellence sales leadership and talent development. The Managing Partner Market Leader embodies the firms player/coach philosophy. This role combines hands-on client advisory and business development responsibilities with the leadership and development of a high-performing wealth management team. As both a producer and a people leader the Managing Partner drives organic growth by acquiring new clients deepening key relationships and coaching advisors to deliver an exceptional client experience. |
Essential Job Functions for this role include: |
- Design and execute on growth strategies that drive sustainable new-client acquisition with a client-centric advisory model including identifying new sales opportunities expanding referral pipelines and building scalable growth mechanisms that align with the firms strategy.
- Organize and mentor Wealth Management team in the region including regularly scheduled regional meetings office meetings or meetings by role. Work side by side with advisor team members to deliver client outcomes and provide feedback coaching and leadership to ensure strong client satisfaction and retention.
- Attract develop and retain top talent by building a high-performance team culture that enables individual growth and long-term market success.
- Collaborate with dedicated client development professionals to lead the buildout of the market through custodial referral channels centers of influence events and marketing strategies.
- Ensure adherence to compliance and regulatory policies as well as company standards of client care.
- Help identify and lead the cultural integration of acquired wealth management practices.
- Act as a fiduciary placing client interests and outcomes first.
- Manage region for efficient utilization of resources staffing operating margins and workflows.
|
Knowledge Skills and Abilities: |
Education: - Bachelors degree from an accredited institution (preferably Business Economics Accounting or Finance related) Masters degree a plus
Experience: - 15 years of job-related experience
Certifications/Licenses: - Certified Financial Planner (CFP) designation lieu of the CFP the following certifications may be acceptable: Chartered Financial Consultant (ChFC) Personal Financial Specialist (PFS) Chartered Financial Analyst (CFA) Chartered Investment Consultant (CIC).
- Series 65 required unless any of the above designations qualify for an exemption in the applicable state(s)
Skills & Competencies: - Advanced knowledge of the industry financial products and financial planning concepts
- Superior communication skills with the ability to effectively present investment finance and tax planning solutions to clients
- Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
- Experience utilizing financial planning software
- Expert at collaboration and willing to help others
- Sales aptitude and experience is preferred
- An entrepreneurial spirit and growth-mindset with a positive attitude that contributes to a positive work environment
Strong core understanding of our investments and ISG along with the ability to perform asset allocation and analysis for portfolio reviews - Comprehensive understanding of compliance requirements
- Ability to travel up to 20% as required for client meetings company training etc.
|
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
Base Pay Range
$210000 - $250000 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
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Job Location:
Monthly Salary:
$ 210000 - 250000
Posted on:
8 hours ago
Vacancies:
1 Vacancy
