Partner, Senior Wealth Advisor (Portland)

Mercer Advisors•Portland, OR

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

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
Fifteen plus years of job-related experience
Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC), or Series 65 would be considered
15+ years of building relationships with and mentoring and managing wealth advisors; Guiding advisors to realize their potential, building culture, evaluating performance, recruiting advisors, ensuring clear and consistent communication
Direct experience as an advisor closing, onboarding, and serving higher AUM clients
Track record of success in helping advisors grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm, leading to high rates of client retention, escalating and dealing with issues when necessary
Experience communicating the benefits of a wealth management platform to potential referral and M&A partners; Strategizing for growth, joining meetings to ensure deals are closed, telling the firm’s story, working with RVPs in the COI and and custodial referral channels, M&A sales process
Negotiation experience that involves listening, persuading and developing mutually beneficial solutions
Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
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
Business hours Monday through Friday, additional hours as required in an exempt and leadership role with the organization.

Responsibilities

Manage a team of Wealth Advisors and Leaders
Collaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influence
Directly act as a senior community business development officer, responsible for personally generating new clients through client referrals and direct outreach in the local community (particularly focused on UHNW prospects)
Help identify and lead the cultural integration of acquired wealth management practices
Opportunity to participate as a contributing member to regional and executive leadership teams through committees and strategic initiatives.

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