Wealth Advisor - Remote

Overview

The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

In Short

• Partner with affluent clients to identify financial goals.
• Communicate complex financial solutions effectively.
• Ensure client retention through meaningful relationships.
• Utilize Mercer’s solutions for comprehensive client offerings.
• Adhere to compliance and regulatory policies.
• Act as a fiduciary prioritizing client interests.
• Leverage a sophisticated technology platform.
• Collaborate with a dedicated Sales team.
• Maintain a hybrid work schedule.
• Eligible for incentive compensation.

Requirements

• Bachelor's degree in Business, Economics, Accounting or Finance.
• 7+ years of relevant experience.
• CFP designation required; other certifications accepted.
• Advanced knowledge of financial products and planning concepts.
• Superior communication and presentation skills.
• Experience with financial planning software.
• Ability to travel up to 20%.
• Strong understanding of compliance requirements.
• Sales aptitude preferred.
• Entrepreneurial spirit and growth mindset.

Benefits

• Company Paid Life & AD&D Insurance.
• Short-Term and Long-Term Disability Insurance.
• Multiple medical plan offerings.
• 401(k) Retirement Plan with matching.
• Generous paid time off program.
• Paid Parental Leave.
• Adoption Assistance Program.
• Pet Insurance.
• Employee Assistance Plan.
• Concierge Services for personal needs.