Mercer Advisors

Personalized wealth management and trust services

Wealth Advisor

Wealth Management & Financial AdvisoryPosted on Nov 3

Full-timeRadnor, PA, USA

About the Job

Requirements

A bachelor's degree from an accredited institution is required; Business, Economics, Accounting, or Finance is preferred. A master's degree is a plus.
Five to twenty-five years of job-related experience.
A Certified Financial Planner designation is required. Additional certifications such as Chartered Financial Consultant, Personal Financial Specialist, Chartered Financial Analyst, or Chartered Investment Consultant are considered.
Specialized expertise is preferred but not mandatory; examples include Certified Public Accountant, Personal Financial Specialist, Juris Doctor, Chartered Financial Analyst, Doctor of Philosophy, Master of Science, Master of Business Administration, Master of Taxation, Certified Divorce Financial Analyst, Chartered Retirement Planning Counselor, Master of Science in Financial Services, Certified Investment Management Analyst, Accredited Estate Planner, Chartered Life Underwriter, Accredited Investment Fiduciary, or Certified Private Wealth Advisor.
Strong knowledge of investment, finance, insurance, and tax planning concepts, and the ability to present them.
Achieved core knowledge of job skills; may spend 50% or more of time on financial planning.
Sales aptitude and experience are highly desired for this client-oriented position.
Continually seeks to enhance job knowledge and learn efficiently.
Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software is preferred.
Technical and analytical training and experience in financial planning.
Ability to manage multiple priorities and deliver to tight deadlines in a team environment.
Ability to work without close supervision while managing and prioritizing deliverables.
Ability to handle all matters with flexibility and confidentiality.
Ability to travel up to 50% for local and national client meetings, educational trainings, and seminars.
Advanced knowledge of the industry, financial products, and financial planning concepts.
Advanced knowledge of the economic landscape and general understanding of its impact on the firm and clients.
Strong working/core understanding of CSU Operations.
Ability to generate and review performance reports and present recommendations to the client relationship manager.
Advanced knowledge of financial planning concepts, firm services and offerings, financial planning software, and comparison tools; ability to analyze, draft, edit, deliver, and present financial planning modules to clients.
Strong core understanding of investments and ISG; ability to perform asset allocation and analysis for portfolio reviews and investment research, and prepare reports illustrating trends and potential risks of investment opportunities.
Expert use of core technology, including Microsoft Office, Box, custodian sites, task management tools, Salesforce, and DocuSign.
Comprehensive understanding of compliance requirements.
Ability to balance competing priorities and manage time pressures with composure.
Ability to build trust through honesty, integrity, and reliability.
Ability to facilitate client and team meetings and internal trainings when needed, and participate appropriately in business and social functions.
Ability to present oral and written communications concisely and in an organized form.
Ability to assist in developing materials for client meetings and follow-ups, and proactively identify ways to support Wealth Advisors.
Ability to begin establishing internal resource channels to deliver high-quality work on time.
Ability to support business development activities and begin building a network of business contacts in the market.
Ability to take responsibility for work quality.
Ability to demonstrate commitment to the firm's vision and values.
Formal involvement in training, coaching, and mentoring junior employees; leads planners in producing client deliverables and ensures planners are developing.
Ability to identify opportunities for improvement and propose solutions.
Ability to represent the firm professionally.
Ability to partner with others to support achievement of key performance indicator goals.

Responsibilities

Serve as the primary trusted advisor to a book of 150–250 Wealth Path clients.
Retain the firm's clients and bring in additional assets from existing clients to move clients from Wealth Path into Custom Wealth.
Onboard or transition 10–50 new clients annually, building a client book of 250 clients.
Support Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pensions, estate planning, 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, one annual meeting, 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.
Project-manage client assignments.

Desired Qualifications

A master's degree.
Additional certifications such as Chartered Financial Consultant, Personal Financial Specialist, Chartered Financial Analyst, or Chartered Investment Consultant.
Specialized expertise in areas such as Certified Public Accountant, Personal Financial Specialist, Juris Doctor, Chartered Financial Analyst, Doctor of Philosophy, Master of Science, Master of Business Administration, Master of Taxation, Certified Divorce Financial Analyst, Chartered Retirement Planning Counselor, Master of Science in Financial Services, Certified Investment Management Analyst, Accredited Estate Planner, Chartered Life Underwriter, Accredited Investment Fiduciary, or Certified Private Wealth Advisor.
Experience with Salesforce and financial planning software.
Sales aptitude and experience.

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 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s 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 Barron’s 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 Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts.

Essential Job Functions for the Wealth Advisor will include:

Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients
Supporting the team's 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, 1 annual meeting, referrals and retention
Attending company workshops or lectures and speak to groups of potential clients when called upon
Implementing company policies and procedure
Other duties as needed

Required Knowledge, Skills and Abilities:

Education:	Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
Experience:	Five to twenty-five years of job-related experience
Certifications:	Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.
Job Skills:	Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired Continually seeks to enhance job knowledge, learn quickly and efficiently Must be a humble, entrepreneurial, hardworking team player with a positive “can do” attitude Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred Technical and analytical training and experience in financial planning Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment Ability to work without close supervision managing and prioritizing deliverables Must be highly flexible and confidential with all matters Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role

Competencies:

Business & Technological Knowledge
Industry Experience	Advanced knowledge of the industry, financial products, and financial planning concepts
Economic Landscape	Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Business Ops - CSU	Strong working/core understanding of CSU Operations
SO's - FWS	Can generate and review performance reports and present recommendations to client relationship manager
SO’s - FP	Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients
Wealth Management	Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities
Core Tech/Platforms	Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)
Compliance	Comprehensive understanding of compliance requirements
INTERPERSONAL EFFECTIVENESS
Teamwork & Collaboration	Role model for cross-Firm teamwork and collaboration
Work Environment	Role model for contributing to a positive work environment
Balancing Priorities	Balances competing priorities and manages time pressures with composure
Trustworthiness	Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability
Professional Presence	If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions
Communications	Presents oral and written communications in a concise and well-organized form
CLIENT FOCUS & ACCOUNTABILITY
Client Service	Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors
Resource Coordination	Begins to establish internal resource channels needed to deliver high quality work on a timely basis
Growth Mindset	Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market
Quality	Takes responsibility for ensuring work quality
LEADERSHIP
Guiding Principles	Consistently demonstrates full commitment to Firm vision and values
Talent Development & Team Leadership	Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities.
Innovation & Change Management	Identifies opportunities for improvement and proposes solutions
Firm-building	Represents the Firm in a professional manner
Driving Results	Partners with others to support achievement of KPI goals

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.

#LI-Hybrid

The annualized compensation range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. The cash compensation range includes both base salary and an annual bonus. The total compensation package may include additional cash bonus amounts and other incentive compensation.

Total expected cash compensation range

$145,000—$250,000 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 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, life’s 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 [email protected]. This inbox is for accommodation requests only.

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

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Total expected cash compensation range 145000 - 250000 USD

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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