Associate Wealth Advisor, UHNW (Naples, FL)

Why Work at Mercer Advisors

For more than 40 years Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning investment management business management tax estate insurance and more all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today we serve over 31300 families across 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons for two consecutive years Mercer Advisors is an independent fiduciary legally bound to act in our clients best interests always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women reflecting the clients we serve. With a flexible national footprint we build our teams around exceptional talent wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* 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 Associate Wealth Advisor works in a client-focused team-centered environment under the direction of one of the firms Managing Directors and local office Wealth Management leadership to support the teams region-wide business development and client service efforts.

Essential Job Functions for the Associate Wealth Advisor will include:

• Functioning as the primary trusted advisor to the firms high net worth clients
• Ensuring retention of the firms clients as well as generating referrals
• Supporting the teams 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

Required Knowledge Skills and Abilities:

Work Schedule: Business hours Monday through Friday.

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.

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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
• Maternity benefits utilizing company paid STD any supplemental STD plus Parental Leave (8 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 as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals offered at preferred employee pricing

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. This inbox is for accommodation requests only.

For information about applicant rights required employment notices E-Verify participation and state specific disclosures please review ourApplicant Notices and Employment Rights.

If you are a resident of California learn more about Mercers California Consumer Privacy Policyhere.
CCPA Notice at Collection