Associate Wealth Advisor I (Fully Remote)

Mercer Advisors; Deutschland; Remote; EUR 82.000 - 95.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Paid parental leave

Zusammenfassung

Mercer Advisors seeks an Associate Wealth Advisor I to deepen relationships with established clients and support a Senior Wealth Advisor. The role focuses on helping ultra-high-net-worth families simplify their financial lives through comprehensive planning, with a high-touch, client-centric approach.

Key activities include preparing for meetings, crafting comprehensive financial plans, collaborating with internal specialists, and building the skills needed for eventual client ownership in a

Qualifikationen

• Bachelor's degree in Business, Economics, Accounting, or Finance required.
• CFP or equivalent designation required.
• At least 5 years of experience in financial planning, portfolio management, or accounting.

Aufgaben

• Serve as an Associate Wealth Advisor I, deepening relationships with established clients and supporting a Senior Wealth Advisor.
• Prepare for and follow up on client meetings, ensuring a seamless, high-touch experience.
• Develop comprehensive financial plans and collaborate with internal specialists.
• Build technical and relational skills for eventual client ownership.

Kenntnisse

Communication skills

Financial planning software

Portfolio management

Ausbildung

Bachelor's degree in Business, Economics, Accounting, or Finance

CFP or equivalent designation

Tools

Financial planning software

Jobbeschreibung

• Serve as an Associate Wealth Advisor I, deepening relationships with established clients and supporting a Senior Wealth Advisor.
• Help ultra-high-net-worth families simplify their financial lives through comprehensive planning.

Key Responsibilities:

• Prepare for and follow up on client meetings, ensuring a seamless, high-touch experience.
• Develop comprehensive financial plans and collaborate with internal specialists.
• Build technical and relational skills for eventual client ownership.

Qualifications:

• Bachelor's degree in Business, Economics, Accounting, or Finance; CFP or equivalent designation required.
• At least 5 years of experience in financial planning, portfolio management, or accounting.
• Superior communication skills and proficiency with financial planning software.

Compensation and Benefits:

• Base pay range of $95,000-$110,000 USD plus incentive compensation.
• Benefits include medical, dental, vision, 401(k) with match, paid parental leave, and more.
• Flexible remote or hybrid work schedule with national footprint.

Mercer Advisors is an independent fiduciary that helps families manage their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 42,800 families across the U.S., the firm is ranked the #1 RIA by Barron's and emphasizes diversity, with more than half of its employees being women.