What are the responsibilities and job description for the Wealth Strategist, Ascend position at Mercer Global Advisors Inc.?
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:
As a Wealth Strategist I, you will provide cutting edge planning support to the firm’s high net worth clients (“subject matter expertise”, or “SME”). Financial planning is the foundation of Mercer Advisors. You will support advisors with creating, maintaining, and implementing financial plans for advanced level clients. You will identify opportunities to provide value to our prospective clients, advisors, and existing clients. You will work as part of our Financial Planning Group, a centralized team providing advanced financial planning support. To succeed at this position, you need to be highly motivated, polished, and exude a level of confidence and sophistication. You will also have discretion working with confidential information and integrity.
Essential Job Functions for this role include:
- Prepare and maintain financial plans for prospective, onboarding, and existing clients.
- Increase advisor and client satisfaction by co-presenting in meetings regarding financial planning items.
- Maintain and develop strategy sheet for existing high net worth clients.
- Ensure execution of different Wealth Solutions deliverables, keeping the team members organized and coordinating internal and external service providers.
- Prepare agendas and delegate post meeting actions to required Wealth Solutions team members.
- Increase sales by actively participating in sales process by participating in the data gathering, identification of opportunities, and modeling value of financial planning to prospective clients.
- Increase advisor proficiency in financial planning strategies
- Provide thought leader content to the field in the way of articles and webinars.
- Research specific topics, legislation, or other planning matters unique to client situations and for purposes of internal projects, as well as internal and external materials.
Knowledge, Skills, and Abilities:
- CFP, or advanced degree (ex: CPA, CFA, JD, MT, LLM, MBA) required
- 5 years direct financial planning experience focused on investments, cash flow, estate, tax planning, private trust services, and lending.
- Strong analytical and interpersonal skills, as well as written and verbal communication skills. Highly organized and able to excel in a fast-paced environment
- Competency with eMoney, Holistiplan, and/or other planning, tax, or research software preferred.
- Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required
Work Schedule:
This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM, in office
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.
Average annual salary range for this position across our locations is: $100,000 to $150,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
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.
Salary : $100,000 - $150,000
