Wealth Advisor (Radnor, PA)

Mercer Advisors • Radnor Township, PA

4d • $145,000 - $250,000 • 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 and serves as the primary trusted advisor to a book of 150–250 Wealth Path clients. The advisor works to retain clients, bring in additional assets from existing clients, and help move clients from Wealth Path into Custom Wealth. The role also supports Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pensions, estate planning, insurance, and general financial planning.

The advisor analyzes, drafts, edits, delivers, and presents financial-planning modules; manages client communications and follow-up with clients’ other advisors; and upholds the firm’s client-care standards, including annual meetings, referrals, and retention. The position involves onboarding or transitioning 10–50 new clients per year, with a goal of reaching a client book of 250. The advisor may attend company workshops or lectures and speak to prospective-client groups when requested, and may perform other duties as needed.

This role is based in a professional office environment and includes travel of up to 50% for local and national client meetings and educational trainings or seminars. The work schedule is business hours, Monday through Friday. The annualized total expected cash compensation range is $145,000–$250,000, including base salary and annual bonus; additional cash bonuses or incentive compensation may be included in the total compensation package.

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, and ability to present, investment, finance, insurance, and tax-planning concepts.
• Technical and analytical training and experience in financial planning.
• Strong client focus; sales aptitude and experience are highly desired.
• Ability to learn quickly, continually enhance job knowledge, and work effectively as a humble, entrepreneurial, hardworking team player with a positive attitude.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
• Ability to manage multiple priorities, meet tight deadlines, and work 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 local and national client meetings and, as needed, national educational trainings and seminars.
• Advanced knowledge of the financial-services industry, financial products, financial-planning concepts, and the economic landscape.
• Strong working knowledge of CSU operations and wealth management, including investments, asset allocation, portfolio analysis, investment research, and preparation of reports on investment trends and risks.
• Advanced knowledge of financial-planning concepts, firm services, financial-planning software, and comparison tools; ability to manage client-assignment projects and prepare and present planning modules.
• Expert use of core technology, including Microsoft Office, Box, custodian sites, task-management tools, Salesforce, and DocuSign.
• Comprehensive understanding of compliance requirements.
• Strong collaboration, communication, time-management, integrity, accountability, and professional-presentation skills.

Nice To Haves

• Master’s degree.
• Additional certifications such as Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), or Chartered Investment Consultant (CIC).
• Specialized expertise or credentials such as CPA, JD, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, CLU, AIF, or CPWA.
• Experience with Salesforce and financial-planning software.

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, helping move clients from Wealth Path into Custom Wealth.
• Onboard or transition 10–50 new clients per year toward a client book size of 250.
• 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.
• Meet company standards for client care, including 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 client meetings and follow-ups; coordinate internal resources and contribute to business development and KPI goals.
• Help train, coach, and mentor junior employees and lead planners in producing client deliverables.
• Identify opportunities for improvement and propose solutions.
• 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.
• Medical plans, including Cigna options and Kaiser plans in California.
• Health Savings Account with company contributions for employees enrolled in an eligible high-deductible health plan.
• Two dental plans.
• Vision insurance.
• Dependent Care Savings Account.
• 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, supplemental short-term disability where applicable, and parental leave.
• Adoption assistance reimbursement program.
• Company-paid concierge services for caregiving and other life needs.
• 401(k) retirement plan with Traditional and Roth options, 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