Wealth Advisor (Radnor, PA)

Mercer Advisors • Radnor, PA

3d • Hybrid

About The Position

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of a Managing Director and Wealth Path leadership. The role supports region-wide business development and client service efforts, serving as the primary trusted advisor to a book of 150–250 Wealth Path clients. The advisor is responsible for retaining clients, bringing in additional assets from existing clients, and helping move clients from Wealth Path into Custom Wealth. The role also includes onboarding or transitioning 10–50 new clients annually, with the goal of building a client book of 250 clients.

The advisor supports Regional Vice Presidents and Managing Directors as a subject matter expert across investments, tax, pensions, estate planning, insurance, and general financial planning. They analyze, draft, edit, deliver, and present financial-planning modules; manage client communications and follow-up with clients’ other advisors; and ensure adherence to company standards for client care, annual meetings, referrals, and retention. The advisor may attend workshops or lectures and speak to prospective-client groups when requested, implement company policies and procedures, and perform other duties as needed.

The position operates during business hours Monday through Friday in a professional indoor office environment, with an assigned workstation and a mix of standing and sitting. Travel may be required up to 50% for local and national client meetings and internal or external training. The stated total expected cash compensation range is $145,000–$250,000 USD, including base salary and an annual bonus; additional cash bonus or incentive compensation may also be available.

Requirements

• Bachelor’s degree from an accredited institution; business, economics, accounting, or finance is preferred.
• Five to twenty-five years of job-related experience.
• Certified Financial Planner (CFP) designation.
• Strong knowledge of investment, finance, insurance, and tax-planning concepts, and the ability to present them.
• Technical and analytical training and experience in financial planning.
• Strong client focus; sales aptitude and experience are highly desired.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
• Ability to manage multiple priorities, meet tight deadlines, and work effectively in a team environment.
• Ability to work without close supervision while managing and prioritizing deliverables.
• Flexibility and discretion in handling confidential matters.
• Ability to travel up to 50% for client meetings and educational trainings or seminars.
• Advanced knowledge of the financial services industry, financial products, financial-planning concepts, and the economic landscape.
• Working knowledge of CSU operations and the ability to generate and review performance reports and present recommendations to a client relationship manager.
• Advanced knowledge of financial-planning software and comparison tools, and ability to manage client assignments.
• Core understanding of investments and investment services, including asset allocation, portfolio analysis, investment research, and preparation of reports on investment trends and risks.
• Expert use of core technology, including Microsoft Office, Box, custodian sites, task-management tools, Salesforce, and DocuSign.
• Comprehensive understanding of compliance requirements.
• Strong communication, collaboration, prioritization, client-service, and professional-presence skills.
• Demonstrated honesty, integrity, reliability, and commitment to the firm’s vision and values.

Nice To Haves

• Master’s degree.
• Additional certifications such as ChFC, PFS, CFA, or CIC.
• Other specialized expertise or credentials, including CPA, JD, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, CLU, AIF, or CPWA.
• Experience with Salesforce and financial-planning software.
• Specialized expertise in financial planning or related areas.
• Sales aptitude and experience.

Responsibilities

• Serve as the primary trusted advisor to a book of 150–250 Wealth Path clients.
• Retain clients and bring in additional assets from existing clients to help move them from Wealth Path into Custom Wealth.
• Successfully onboard or transition 10–50 new clients per year, working toward a client book of 250 clients.
• Support Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pensions, estate planning, insurance, and general financial planning.
• Analyze, draft, edit, deliver, and present financial-planning modules to clients.
• Manage client communications and follow up with clients’ other advisors.
• Ensure adherence to company standards for client care, annual meetings, referrals, and retention.
• Attend company workshops or lectures and speak to groups of potential clients when called upon.
• Implement company policies and procedures.
• Support business development activity and achievement of KPI goals.
• Coordinate client assignments and contribute to high-quality client meeting materials and follow-ups.
• Perform other duties as needed.

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.
• Three Cigna medical plans, including two high-deductible health plans and a traditional co-pay plan; Kaiser medical plans are available in California.
• Health Savings Account with company contributions for employees enrolled in either 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 employees and their loved ones.
• 401(k) retirement plan with Traditional and Roth options, a per-pay-period match, and an after-tax option.
• Pet insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level