Wealth Advisor (Dallas Fort-Worth)

Mercer Advisors•Dallas, TX

2d•Hybrid

About The Position

Mercer Advisors is hiring a Wealth Advisor to deepen relationships with an established client base and grow the practice organically through referrals. The advisor works with affluent clients to understand their financial goals, analyze their financial situations, and recommend solutions tailored to their circumstances. They draw on Mercer’s in-house expertise across financial planning, investment management, tax, estate planning, insurance, and related services. Advisors are supported by a dedicated Sales team, a technology platform, and specialists in areas including portfolio management, financial planning, tax, and estate planning, allowing them to focus on client relationships and advice. The role is fiduciary in nature, with client interests and outcomes taking priority. The position follows a hybrid schedule combining remote work and office work in a professional office environment. Business hours are Monday through Friday, and travel of up to 20% may be required for client meetings, training, and other needs. The stated total expected cash compensation range is $110,000–$150,000 per year, including base salary and an annual bonus; additional cash bonus and incentive compensation may also be part of the total package.

Requirements

Bachelor’s degree from an accredited institution; business, economics, accounting, or finance is preferred.
7–10 years of job-related experience, such as experience as an independent advisor, registered representative, securities portfolio manager, financial planner, or certified public accountant.
Certified Financial Planner (CFP) designation, or an acceptable alternative: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), or Chartered Investment Consultant (CIC).
Series 65 is required unless a listed designation qualifies for an exemption in the applicable state(s).
Advanced knowledge of the financial industry, financial products, and financial planning concepts.
Superior communication skills and ability to present investment, finance, and tax-planning solutions to clients.
Advanced knowledge of the economic landscape and a general understanding of its impact on the firm and clients.
Experience using financial planning software.
Ability to collaborate and willingness to help others.
Entrepreneurial spirit, growth mindset, positive attitude, and ability to contribute to a positive work environment.
Strong understanding of investments and ISG, including ability to perform asset allocation and portfolio analysis for reviews.
Comprehensive understanding of compliance requirements.
Ability to travel up to 20% for client meetings, company training, and other needs.

Nice To Haves

Master’s degree.
Sales aptitude and experience.

Responsibilities

Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations supporting well-defined financial objectives.
Explain complex financial solutions to clients using strong interpersonal communication and relationship-building skills.
Build long-lasting client relationships and develop and implement appropriate financial solutions to support client retention.
Leverage Mercer’s services, including tax, estate planning, and insurance, to provide comprehensive client offerings.
Comply with regulatory and compliance policies and company standards of client care.
Act as a fiduciary and put client interests and outcomes first.

Benefits

Company-paid basic life and AD&D insurance.
Company-paid short-term and long-term disability insurance.
Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
Medical plan options, including high-deductible and traditional co-pay plans; Kaiser plans are available in California.
Health Savings Account with company contributions for employees enrolled in an eligible high-deductible health plan.
Two comprehensive dental plans.
Vision insurance.
Dependent Care Savings Account for child and dependent care.
14 company-paid holidays, including a full week off at Thanksgiving.
Paid time off for vacation and sick days.
Employee Assistance Plan.
Family medical leave.
Paid parental leave of eight weeks.
Maternity benefits using company-paid short-term disability, any supplemental short-term disability, and parental leave.
Adoption assistance reimbursement program.
Company-paid concierge services for caregiving needs and other life challenges.
401(k) retirement plan with traditional and Roth options, per-pay-period matching, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.