Wealth Advisor

Mercer Global Advisors • Atlanta, GA

282d

About The Position

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. The Wealth Advisor will function as the primary trusted advisor to a book of 150-250 Wealth Path clients, ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth. The role involves successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients, supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and general financial planning. Responsibilities include analyzing, drafting, editing, delivering, and presenting financial planning modules to clients, managing client communications, ensuring adherence to company standards of client care, attending company workshops, and implementing company policies and procedures.

Requirements

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus
• Five to twenty-five years of job-related experience
• Certified Financial Planner (CFP) designation; additional certifications such as Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered
• 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
• Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred
• Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Ability to travel up to 50% as required for local and national client meetings

Nice To Haves

• Specialized expertise preferred but not mandatory, examples include CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA

Responsibilities

• Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
• Ensuring retention of the firm's clients and bringing in additional assets from existing clients
• Successful onboarding or transitioning of 10-50 new clients a year
• Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and general financial planning
• Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
• Managing client communications and follow-up with clients' other advisors
• Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention
• Attending company workshops or lectures and speaking to groups of potential clients when called upon
• Implementing company policies and procedures
• Other duties as needed

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)
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree