Wealth Strategist I

Mercer Advisors

3d•$68,000 - $80,000

About The Position

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: Financial planning is the foundation of Mercer Advisors. In the Wealth Strategist role, you will support advisors with creating and maintaining comprehensive financial plans for advisors to deliver to clients. You will work as part of our Financial Planning Group, to create and maintain customized and comprehensive financial plans for clients. To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills.

Requirements

CFP, or advanced degree (ex: CPA, CFA, JD, MT, LLM, MBA) required
10+ years direct planning experience,
Strong analytical and interpersonal skills, as well as written and verbal communication skills
Highly organized and able to excel in a fast-paced environment
Competency with eMoney, BNA, or other planning, tax, or research software preferred.
Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required

Nice To Haves

Competency with eMoney, BNA, or other planning, tax, or research software preferred.

Responsibilities

Work with advisors to review, update and implement financial plans for clients, including but not limited to, goals development, cash flow, investments, tax analysis, insurance analysis, retirement.
Assessment of a client’s planning situation and provide direction and guidance to advisor on next steps in the planning process.
Support advisors with meeting preparation related to the financial plan.
Ensure eMoney, or similar planning software, is up-to-date and all accounts are linked.
Research of specific topics, legislation, or other planning matters unique to client situations and for purposes of internal projects, as well as internal and external materials.
Participation in both department and firmwide projects.
Continued planning knowledge through internal and external firm training/self-study/industry participation.
Other duties as assigned

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