Advisor Guide

Mercer Advisors

7h•$19 - $23

About The Position

For 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. The Associate Advisor Guide will be responsible for making daily outbound sales calls, taking inbound inquires, and conducting sales activities directly with prospects.

Requirements

High school diploma required.
Excellent communication skills (verbal and written) with the ability to influence and motivate.
Proficiency with Salesforce, MS Word, Excel, PowerPoint and Outlook.
Experience working with high-level, busy professionals.
Must be highly flexible and confidential with all matters.

Nice To Haves

Bachelor's degree highly preferred.
Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related).
Financial services industry experience preferred; inside sales, relationship management, or client service experience preferred.
Weekend availability preferred.

Responsibilities

The Associate Advisor Guide will identify, qualify, and develop quality sales opportunities.
Handle lead generation programs, call campaigns and strategies to acquire new clients.
Engage clients through inbound calls and follow-up outbound calls, e mail and other approved media.
Exhibit a high degree of energy.
Engage prospective clients by building trusting relationships with a high degree of integrity and personal accountability.
Ensure exceptional service and satisfaction.
Participate in an open-communication environment within a busy team.
Other duties or tasks as assigned by management.

Benefits

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