Senior Wealth Advisor: Growth, Planning & Client Care

Mercer Advisors; Houston (TX); On-site; USD 85,000 - 145,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan with company match

Generous paid time off

Paid Parental Leave

Job summary

Mercer Advisors is hiring a Wealth Path Wealth Advisor in Houston, Texas. This role involves acting as a trusted advisor to 150-250 clients, enhancing client retention, and onboarding new clients. Candidates should possess a Bachelor's degree and CFP designation, with 5-25 years of relevant experience. The role includes client communications, financial analysis, and teamwork, complemented by a competitive salary range of $85,000 - $145,000 and comprehensive benefits. Join us to help families navigate their financial lives confidently.

Qualifications

• Bachelor's degree from an accredited institution.
• Five to twenty-five years of job-related experience.
• Certified Financial Planner (CFP) designation is required.

Responsibilities

• Function as a primary trusted advisor to clients.
• Support business development and client service efforts.
• Analyze and present financial planning modules.

Skills

Client focus

Financial planning

Sales aptitude

Analytical skills

Proficiency with MS Office

Communication

Education

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

Tools

Salesforce

Financial planning software

Job description

Mercer Advisors is hiring a Wealth Path Wealth Advisor in Houston, Texas. This role involves acting as a trusted advisor to 150-250 clients, enhancing client retention, and onboarding new clients. Candidates should possess a Bachelor's degree and CFP designation, with 5-25 years of relevant experience. The role includes client communications, financial analysis, and teamwork, complemented by a competitive salary range of $85,000 - $145,000 and comprehensive benefits. Join us to help families navigate their financial lives confidently.