Wealth Path Advisor

Mercer Advisors•Atlanta, GA

4d•Hybrid

About The Position

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients. Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here . Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts.

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
Five to twenty-five years of job-related experience
Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered
Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning
Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired
Continually seeks to enhance job knowledge, learn quickly and efficiently
Must be a humble, entrepreneurial, hardworking team player with a positive “can do” attitude
Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred
Technical and analytical training and experience in financial planning
Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
Ability to work without close supervision managing and prioritizing deliverables
Must be highly flexible and confidential with all matters
Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role
Advanced knowledge of the industry, financial products, and financial planning concepts
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Strong working/core understanding of CSU Operations
Can generate and review performance reports and present recommendations to client relationship manager
Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients
Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities
Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)
Comprehensive understanding of compliance requirements
Role model for cross-Firm teamwork and collaboration
Role model for contributing to a positive work environment
Balances competing priorities and manages time pressures with composure
Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability
If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions
Presents oral and written communications in a concise and well-organized form
Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors
Begins to establish internal resource channels needed to deliver high quality work on a timely basis
Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market
Takes responsibility for ensuring work quality
Consistently demonstrates full commitment to Firm vision and values
Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities.
Identifies opportunities for improvement and proposes solutions
Represents the Firm in a professional manner
Partners with others to support achievement of KPI goals

Nice To Haves

Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.

Responsibilities

Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients
Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
Managing client communications and follow-up with clients’ other advisors
Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention
Attending company workshops or lectures and speak to groups of potential clients when called upon
Implementing company policies and procedure
Other duties as needed

Benefits

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays with a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance