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Mercer Advisors

Personalized wealth management and trust services

Wealth Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeHouston, TX, USA

About the Job

Requirements

  • A bachelor's degree from an accredited institution is required; Business, Economics, Accounting, or Finance-related study is preferred, and a master's degree is a plus.
  • Five to twenty-five years of job-related experience is required.
  • A Certified Financial Planner (CFP) designation is required.
  • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts is required.
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook is required.
  • Technical and analytical training and experience in financial planning are required.
  • Ability to work without close supervision while managing and prioritizing deliverables is required.
  • Ability to travel up to 50% for local and national client meetings and national educational trainings and seminars is required.
  • Flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment are required.
  • Ability to handle confidential matters is required.
  • Advanced knowledge of the industry, financial products, and financial planning concepts is required.
  • Advanced knowledge of the economic landscape and a general understanding of its impact on the firm and clients is required.
  • A strong working or core understanding of CSU Operations is required.
  • Ability to generate and review performance reports and present recommendations to a client relationship manager is required.
  • Advanced knowledge of financial planning concepts and the firm's services and offerings is required.
  • Ability to use financial planning software and comparison tools, project-manage client assignments, and analyze, draft, edit, deliver, and present financial planning modules to clients is required.
  • Strong core understanding of investments and ISG, including asset allocation, analysis for portfolio reviews and investment research, and preparing reports that illustrate trends and risks of investment opportunities, is required.
  • Expert use of core technology, including Microsoft Office, Box, custodian sites, task management tools, Salesforce, and DocuSign, is required.
  • Comprehensive understanding of compliance requirements is required.
  • Ability to facilitate client, team, or internal training meetings when needed and to participate appropriately in business and social functions is required.
  • Ability to present oral and written communications concisely and in an organized form is required.
  • Ability to assist in developing materials for client meetings and follow-ups and proactively support Wealth Advisors is required.
  • Ability to establish internal resource channels to deliver high-quality work on time is required.
  • Ability to play a supporting role in business development and begin building a network of business contacts in the market is required.
  • Responsibility for ensuring work quality is required.
  • Ability to demonstrate commitment to the firm's vision and values and represent the firm professionally is required.
  • Formal involvement in training, coaching, and mentoring junior employees; leading planners in producing client deliverables; and ensuring planners are developing is expected.
  • Ability to identify opportunities for improvement and propose solutions is required.
  • Ability to partner with others to support achievement of KPI goals is required.

Responsibilities

  • Serve as the primary trusted advisor to a book of 150–250 Wealth Path clients.
  • Retain firm clients and bring in additional assets from existing clients to move clients from Wealth Path into Custom Wealth.
  • Successfully onboard or transition 10–50 new clients annually toward a client book size of 250 clients.
  • Support the team's Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and general financial planning.
  • Analyze, draft, edit, deliver, and present financial planning modules to clients.
  • Manage client communications and follow up with clients' other advisors.
  • Ensure adherence to company standards for client care, annual meetings, referrals, and retention.
  • Attend company workshops or lectures and speak to groups of potential clients when called upon.
  • Implement company policies and procedures.
  • Perform other duties as needed.

Desired Qualifications

  • Sales aptitude and experience are highly desired.
  • Experience with Salesforce and financial planning software is preferred.
  • Additional certifications such as Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), or Chartered Investment Consultant (CIC) are considered.
  • Specialized expertise is preferred but not mandatory; examples include CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF, or CPWA.

About the Company

Mercer Advisors

Personalized wealth management and trust services

Mercer Advisors provides comprehensive wealth management for high-net-worth individuals and families, offering customized financial planning, investment strategy, corporate trustee services, and tax, retirement, and estate planning. It charges advisory fees tied to assets under management and integrates tax efficiency into investments to boost after-tax returns. Its approach links tax strategy, investments, and estate planning, with in-house corporate trustee capabilities and services tailored for women to deliver a long-term, personalized plan. The goal is to lift the burden of financial management from clients so they can focus on the life they want while pursuing financial success and stability.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$2.9B
Headquarters
Denver, CO
Founded
1985

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