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Associate Wealth Advisor, Regis (UHNW)

1 week, 6 days ago
United States
Full-time
Senior
Account Manager
Sales and Business Development
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 26

Description

  • Anticipate the Senior Wealth Advisor’s needs and manage pre- and post-meeting deliverables.
  • Prepare for, participate in, and follow up on client meetings to deliver a seamless client experience.
  • Support the development of financial solutions by gathering client information and sharing results as needed.
  • Use Mercer’s tax, estate planning, insurance, and other in-house solutions to provide comprehensive advice.
  • Build technical, relational, and advisor capabilities to increase client ownership and responsibility over time.
  • Ensure adherence to compliance and regulatory policies as well as company standards of client care.
  • Act as a fiduciary and place client interests and outcomes first.
  • Help deepen relationships with an established client base and support organic growth through referrals.

Requirements

  • Bachelor’s degree from an accredited institution, preferably in Business, Economics, Accounting, or Finance; master’s degree is a plus.
  • At least 5 years of job-related experience in roles such as Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, or Certified Public Accountant.
  • Certified Financial Planner (CFP) designation required, or an acceptable alternative such as ChFC, PFS, CFA, or CIC.
  • Series 65 required unless an eligible designation provides an exemption in the applicable state(s).
  • Advanced knowledge of the financial services industry, financial products, and financial planning concepts.
  • Superior communication skills and the ability to present investment, finance, and tax planning solutions to clients.
  • Experience using financial planning software.
  • Strong understanding of compliance requirements and fiduciary standards.
  • Sales aptitude and experience preferred.
  • Ability to travel up to 20% for client meetings, training, and related needs.

Benefits

  • Base salary range of $97,750 to $130,000 USD.
  • Eligible for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance, plus short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including Cigna medical plans and Kaiser options in California.
  • Health Savings Account with company contributions when enrolled in an HDHP.
  • 14 company-paid holidays, including a full week off at Thanksgiving, plus generous vacation and sick time.
  • Paid parental leave for 8 weeks, along with maternity-related leave support and adoption assistance.
  • 401(k) retirement plan with Traditional and Roth options, employer match, and an after-tax contribution option.

Interested in this position?

Apply directly on the company website

Apply Now

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