Wealth Advisor (Dallas Fort-Worth)

Mercer Advisors•Dallas, TX

5h•$110,000 - $150,000•Hybrid

About The Position

The Wealth Advisor deepens relationships with an established client base and grows their practice organically through referrals. The role partners with affluent clients to understand their financial goals, analyze their financial circumstances, and recommend solutions to help them work toward clear objectives. Advisors act as fiduciaries, prioritize client outcomes, and draw on Mercer Advisors’ in-house specialists across financial planning, investment management, tax, estate planning, insurance, and other services. A dedicated Sales team enables advisors to focus on serving clients, supported by a technology platform and expert colleagues. The position is hybrid, combining remote and office work in a professional office environment. The work schedule is business hours, Monday through Friday. Travel of up to 20% may be required for client meetings, company training, and similar activities. The stated annualized total expected cash compensation range is $110,000–$150,000 and includes base salary and an annual bonus; additional cash bonus or incentive compensation may be available. Mercer Advisors describes itself as an independent fiduciary and says it serves more than 42,800 families across over 110 U.S. cities. The company emphasizes comprehensive financial services, a flexible national footprint, and an inclusive workplace.

Requirements

Bachelor’s degree from an accredited institution; business, economics, accounting, or finance is preferred.
7–10 years of job-related experience, such as as an Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, or Certified Public Accountant.
CFP designation required. In lieu of CFP, an acceptable designation may include ChFC, PFS, CFA, or CIC.
Series 65 required unless an applicable state exemption applies based on one of the listed designations.
Advanced knowledge of the financial services industry, financial products, and financial planning concepts.
Strong communication skills and ability to present investment, finance, and tax-planning solutions to clients.
Advanced knowledge of the economic landscape and 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, and a positive attitude that contributes to a positive work environment.
Strong core understanding of the firm’s investments and ISG, and ability to perform asset allocation and analysis for portfolio 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 to help them work toward defined financial objectives.
Communicate complex financial solutions effectively using interpersonal communication and relationship-building skills.
Build meaningful, 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 clients with comprehensive offerings.
Adhere to compliance and regulatory policies and company standards of client care.
Act as a fiduciary by placing client interests and outcomes first.
Grow the practice organically through referrals while deepening relationships with an established client base.
Perform asset allocation and analysis for portfolio reviews.

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 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.