Associate Wealth Advisor

Why Work at Mercer Advisors?

For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

• 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 Associate Wealth Advisor will work with a team of Senior Wealth Advisors and Wealth Solutions Experts to provide wealth management solutions to our UHNW clients. In partnership with a Sr. Wealth Advisor, the Associate Wealth Advisor plays an integral part of our team that combines multiple aspects of the wealth management business with a focus on exceptional client service.

KEY RESPONSIBILITIES AND DUTIES:

Analysis/Strategy

• Run analyses on key planning and investment decisions
• Analyze balance sheets, concentrated positions, and investment objectives
• Develop customized financial strategies for clients in partnership with senior leadership
• Provide customized holistic wealth management services designed to meet the unique needs of each client based on an internally developed process
• Provide strategic balance sheet advice through assisting with the creation of customized goals-based investment plans for clients and prospects
• Ensure financial plan and all reporting are continually updated
• Track the strategy and ensure follow through on all action items
  
  

Client Experience

• Cultivate and deepen relationships with existing clients, while working towards bringing in new clients
• Prepare pitch books, meeting materials, and process manage client meeting preparation on behalf of the Advisor.
• Support all follow up actions from meetings
• Act as a liaison between Client, Client Service Specialists, Advisors, and Wealth Solutions experts to ensure we’re delivering on our promises
• Act as second chair in client meetings along with Senior Wealth Advisors and other experts.
  
  

Research

• Perform due diligence on asset and sub-asset classes, geographic regions, investment managers, and individual investments in guiding strategic and tactical asset allocation recommendations
• Conduct research on client accounts and industry trends
• Other duties requested and assigned by Manager
  
  

REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:

Education

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
  
  

Experience

• At least 2 to 4 years of job-related experience
  
  

Certifications/Licenses

• Series 65 required, or willing to obtain one within first 3 months of employment
• Certified Financial Planner (CFP) designation preferred
  
  

SKILLS AND COMPETENCIES:

• Advanced knowledge of the industry, financial products, and financial planning concepts
• Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
• Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
• Experience utilizing financial planning software
• Expert at collaboration and willing to help others
• Sales aptitude and experience is preferred
• An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
• Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
• Comprehensive understanding of compliance requirements
• Ability to travel up to 20% as required for client meetings, company training, etc.
  
  

Work Schedule: Business hours Monday through Friday.

Locations: We are hiring in Seattle, WA and San Francisco or Menlo Park, CA

Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station.

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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
• Pet Insurance
  
  

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.