Wealth Strategist, HNW/UHNW

Mercer Advisors

11d•Onsite

About The Position

As a Wealth Strategist I, you will provide cutting edge planning support to the firm’s high net worth clients (“subject matter expertise”, or “SME”). Financial planning is the foundation of Mercer Advisors. You will support advisors with creating, maintaining, and implementing financial plans for advanced level clients. You will identify opportunities to provide value to our prospective clients, advisors, and existing clients. You will work as part of our Financial Planning Group, a centralized team providing advanced financial planning support. To succeed at this position, you need to be highly motivated, polished, and exude a level of confidence and sophistication. You will also have discretion working with confidential information and integrity.

Requirements

CFP, or advanced degree (ex: CPA, CFA, JD, MT, LLM, MBA) required
5+ years direct financial planning experience focused on investments, cash flow, estate, tax planning, private trust services, and lending.
Strong analytical and interpersonal skills, as well as written and verbal communication skills. Highly organized and able to excel in a fast-paced environment
Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required

Nice To Haves

Competency with eMoney, Holistiplan, and/or other planning, tax, or research software preferred.

Responsibilities

Prepare and maintain financial plans for prospective, onboarding, and existing clients.
Increase advisor and client satisfaction by co-presenting in meetings regarding financial planning items.
Maintain and develop strategy sheet for existing high net worth clients.
Ensure execution of different Wealth Solutions deliverables, keeping the team members organized and coordinating internal and external service providers.
Prepare agendas and delegate post meeting actions to required Wealth Solutions team members.
Increase sales by actively participating in sales process by participating in the data gathering, identification of opportunities, and modeling value of financial planning to prospective clients.
Increase advisor proficiency in financial planning strategies.
Provide thought leader content to the field in the way of articles and webinars. Research specific topics, legislation, or other planning matters unique to client situations and for purposes of internal projects, as well as internal and external materials.

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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing