Wealth Advisor (Boca Raton, FL)

Mercer Advisors•Boca Raton, FL

1d•$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 is also responsible for 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, pension, estate, insurance, and general financial planning. Work includes preparing and presenting financial planning modules, coordinating client communications and follow-up with clients’ other advisors, and ensuring the firm’s standards for client care, annual meetings, referrals, and retention are met. The advisor may attend workshops or lectures and speak to potential-client groups, implement company policies and procedures, and perform other duties as needed. The position operates during business hours Monday through Friday in a professional office environment. Travel may be required up to 50% of the time for client meetings and internal or external trainings. The annualized total expected cash compensation range is $145,000–$250,000, including base salary and annual bonus; additional 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 ability to present them.
Technical and analytical training and experience in financial planning.
Excellent client focus; sales aptitude and experience are highly desired.
Ability to learn quickly and continually enhance job knowledge.
Humble, entrepreneurial, hardworking team player with a positive attitude.
Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
Flexibility, versatility, and ability to manage multiple priorities and tight deadlines in a team environment.
Ability to work without close supervision and manage and prioritize deliverables.
Highly flexible and able to handle confidential matters.
Ability to travel up to 50% for local and national client meetings and educational trainings or seminars.
Knowledge of financial products, financial planning concepts, economic conditions, and their potential impact on the firm and clients.
Ability to generate and review performance reports and present recommendations to a client relationship manager.
Ability to perform asset allocation and portfolio analysis, support investment research, and prepare reports illustrating investment trends and risks.
Comprehensive understanding of compliance requirements.
Strong teamwork, collaboration, communication, time management, trustworthiness, and professional presence.

Nice To Haves

Master’s degree.
Additional certifications such as ChFC, PFS, CFA, or 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.
Specialized expertise is preferred but not mandatory.

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, including moving clients from Wealth Path into Custom Wealth.
Onboard or transition 10–50 new clients each year, with the goal of building a client book of 250 clients.
Support Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, 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, one annual meeting, referrals, and retention.
Attend company workshops or lectures and speak to groups of potential clients when called upon.
Implement company policies and procedures.
Perform other duties as needed.
Develop materials for client meetings and follow-ups, coordinate resources, and support business development and KPI goals.
Travel for local and national client meetings and educational trainings or seminars as required, up to 50%.

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 either high-deductible medical 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 (8 weeks).
Maternity benefits, including company-paid 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 match, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.