Hybrid: Senior Wealth Advisor & Regional Leader

Mercer Advisors Inc.; Portland (OR); Hybride; USD 170 000 - 210 000; Plein temps

Avantages offerts par ce poste

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Paid holidays

Parental leave

HSA contributions

Life insurance

Résumé du poste

Mercer Advisors seeks a Partner, Sr. Wealth Advisor to lead a regional team, grow the practice through referrals, and leverage an in-house team of experts to meet clients’ financial goals.

Our fiduciary, client-focused approach is supported by advanced planning tools and a comprehensive suite of services, including tax, estate planning, and insurance. A strong leadership track record and CFP are required.

Qualifications

• Bachelor’s degree in Business, Economics, Accounting or Finance; Master’s degree a plus.
• CFP designation required; alternatives: ChFC, PFS, CFA, CIC.
• Series 65 license required (or qualifying exemption).
• 5–15 years of relevant wealth/advisor experience including mentoring Wealth Advisors.
• 3–5 years in a lead Advisor role or managing Advisor teams preferred.

Responsabilités

• Lead and develop a high-performing team of Wealth Advisors, fostering collaboration and accountability.
• Demonstrate an engaging leadership style that communicates vision and inspires team success.
• Drive integration of acquired wealth management practices with Mercer’s values and standards.
• Contribute to regional and enterprise leadership through committees and strategic initiatives.
• Serve as a trusted advisor to affluent clients, delivering tailored recommendations.

Connaissances

Leadership

Client relations

Strategic thinking

Communication

Mentoring

Travel planning

Formation

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

CFP certification

Series 65 license

Outils

Financial planning software

Description du poste

Mercer Advisors seeks a Partner, Sr. Wealth Advisor to lead a regional team, grow the practice through referrals, and leverage an in-house team of experts to meet clients’ financial goals.

Our fiduciary, client-focused approach is supported by advanced planning tools and a comprehensive suite of services, including tax, estate planning, and insurance. A strong leadership track record and CFP are required.