Wealth Advisor: Guided Investing & Client Growth

Merceradvisors; Atlanta (GA); On-site; USD 85,000 - 145,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) contributions

Paid Parental Leave

Generous paid time off program

Pet Insurance

Job summary

Mercer Advisors is seeking a Wealth Advisor for their Atlanta office to deepen client relationships and explore financial goals. This position leverages a dedicated team of experts to deliver tailored financial services.

Successful candidates will have at least three years of experience, strong communication skills, and a Bachelor’s degree in a related field. A competitive salary is offered along with comprehensive benefits.

Qualifications

• Bachelor's degree from an accredited institution.
• At least 3 years of job-related experience.
• Series 65 certification required.

Responsibilities

• Partner with clients to identify financial goals.
• Communicate complex financial solutions effectively.
• Ensure client retention through relationship building.
• Provide comprehensive financial solutions.

Skills

Advanced knowledge of the industry

Superior communication skills

Expert at collaboration

Sales aptitude

Entrepreneurial spirit

Strong understanding of investments

Knowledge of compliance requirements

Education

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

Master's degree

Job description

Mercer Advisors is seeking a Wealth Advisor for their Atlanta office to deepen client relationships and explore financial goals. This position leverages a dedicated team of experts to deliver tailored financial services.

Successful candidates will have at least three years of experience, strong communication skills, and a Bachelor’s degree in a related field. A competitive salary is offered along with comprehensive benefits.