Partner, Senior Wealth Advisor (Hybrid - Portland)

Mercer Advisors; Portland (OR); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Company-paid life & AD&D insurance

401(k) retirement plan

Generous paid time off

Job summary

A financial services firm in Portland, Oregon is seeking a Partner, Senior Wealth Advisor to lead a team of Wealth Advisors. The ideal candidate will have over 15 years of experience and a Certified Financial Planner (CFP) designation. Responsibilities include generating new clients, managing a team, and participating in leadership initiatives. This role offers a collaborative work environment and requires a strong client focus and mentoring abilities.

Qualifications

• 15+ years building relationships and managing wealth advisors required.
• Experience communicating benefits of wealth management platforms essential.
• Certified Financial Planner (CFP) designation required, additional certifications preferred.

Responsibilities

• Manage a team of Wealth Advisors and Leaders.
• Lead new client generation through referrals and outreach.
• Participate in regional leadership teams and strategic initiatives.

Skills

Building relationships

Mentoring and managing wealth advisors

Negotiation

Client-focused sales

Technical and analytical training

Proficiency with MS Office

Education

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

Master’s degree

Tools

Salesforce

Financial planning software

Job description

Partner, Senior Wealth Advisor

Mercer Advisors has served families for 40 years, integrating financial planning, investment management, tax, estate, insurance, and more into a single team. We serve over 31,300 families in more than 90 cities and are ranked #1 RIA by Barron’s.

Job Summary

The Partner, Senior Wealth Advisor works in a client‑focused, team‑centered environment under the direction of an Executive Managing Director to support region‑wide business development and client service efforts.

Essential Job Functions

• Manage a team of Wealth Advisors and Leaders
• Collaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influence
• Act as a senior community business development officer, generating new clients through referrals and direct outreach, especially UHNW prospects
• Identify and lead cultural integration of acquired wealth‑management practices
• Participate as a contributing member to regional and executive leadership teams through committees and strategic initiatives

Education

Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus.

Experience

Fifteen plus years of job‑related experience.

Certifications

Certified Financial Planner (CFP) designation; additional certifications such as Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC), or Series 65 considered.

Job Skills

• 15+ years building relationships and mentoring/ managing wealth advisors; guiding advisors to realize their potential, building culture, evaluating performance, recruiting advisors, ensuring clear and consistent communication
• Direct experience as an advisor closing, onboarding, and serving higher AUM clients
• Track record of helping advisors grow practices in a client‑centric model, high‑touch client experience, high client retention
• Experience communicating the benefits of a wealth‑management platform to referral and M&A partners; strategizing growth, closing deals, telling the firm’s story
• Negotiation experience involving listening, persuading, developing mutually beneficial solutions
• Strong knowledge and ability to present investment, finance, insurance, and tax planning concepts
• Excellent client focus; sales aptitude desired
• Continuous learning and quick adaptation
• Team player with humble, entrepreneurial, hardworking attitude and positive “can do” attitude
• Proficiency with MS Word, Excel, PowerPoint, Outlook; Salesforce and financial planning software preferred
• Technical and analytical training in financial planning
• Flexibility, versatility, multi‑priority management, delivery to tight deadlines
• Ability to work without close supervision and maintain confidentiality
• Travel up to 50% for client meetings, national trainings, and seminars

Work Schedule

Business hours Monday through Friday, with additional hours as required in an exempt and leadership role.

Working Conditions

Professional office environment. Standing and sitting at assigned workstation. Travel up to 50% for client needs or required trainings.

Benefits

• Company‑paid basic life & AD&DD insurance
• Company‑paid short‑term and long‑term disability insurance
• Supplemental life & ADⅅ short‑term disability; accident; critical illness; hospital indemnity insurance
• Three medical plan offerings: two high‑deductible health plans and a traditional co‑pay medical plan
• Health Savings Account (HSA) with company contributions if enrolled in HDHP
• Two comprehensive dental plans
• Vision insurance plan
• Dependent care savings account
• 14 company‑paid holidays with full week off at Thanksgiving
• Generous paid time off for vacation and sick days
• Employee assistance plan
• Family medical leave
• Paid parental leave (6 weeks)
• Maternity benefits including company‑paid STD, supplemental STD, and parental leave
• Adoption assistance reimbursement program
• Company‑paid concierge services for spouses and loved ones
• 401(k) retirement plan with traditional and Roth options and per‑pay‑period match
• Pet insurance

Eligibility and EEO

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law. We comply with all applicable federal, state, and local laws. We provide accommodations by email at [e-mail].

Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA), Employee Polygraph Protection Act (EPPA), Equal Employment Opportunity (EEO).

Verification

U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participates in E‑Verify.