Hybrid Wealth Advisor - Client-Focused, Fiduciary

Mercer Advisors; Boca Raton (FL); Hybrid; USD 145,000 - 250,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Paid holidays

Job summary

Mercer Advisors is seeking a Wealth Path Wealth Advisor to support region-wide business development and client service. You will act as the primary trusted advisor for a 150–250 client book, coordinating investments, tax, estate and pension strategies with the team.

You will onboard new clients, help move assets to Custom Wealth, and present comprehensive financial planning modules while traveling up to 50% for client meetings and trainings.

Qualifications

• 5–25 years of job-related experience
• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
• CFP designation; additional certifications such as ChFC, PFS, CFA or CIC would be considered
• Strong knowledge of investment, finance, insurance and tax planning concepts

Responsibilities

• Function as primary trusted advisor to a book of 150-250 Wealth Path clients
• Retain clients and bring in additional assets to move clients to Custom Wealth
• Onboard 10-50 new clients per year to reach 250-client book
• Support regional leadership as SME in investments, tax, pension, estate, insurance and planning
• Prepare and present financial planning modules to clients
• Coordinate client communications with other advisors
• Attend workshops and speak to potential clients as needed
• Adhere to client care standards and retention goals

Skills

Investment planning

Tax planning

Estate planning

Insurance planning

Financial planning

Client focus

MS Office, Salesforce

Education

Bachelor's degree in Business/Economics/Accounting/Finance

CFP certification

Master’s degree a plus

Tools

Salesforce

Financial planning software

Job description

Mercer Advisors is seeking a Wealth Path Wealth Advisor to support region-wide business development and client service. You will act as the primary trusted advisor for a 150–250 client book, coordinating investments, tax, estate and pension strategies with the team.

You will onboard new clients, help move assets to Custom Wealth, and present comprehensive financial planning modules while traveling up to 50% for client meetings and trainings.