Wealth Advisor (Houston, TX)

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

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

Job Summary

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts.

Essential Job Functions For The Wealth Advisor Will Include

• Functioning as a primary trusted advisor to a book of 150-250 Wealth Path clients
• Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
• Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients
• Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
• Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
• Managing client communications and follow-up with clients’ other advisors
• Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention
• Attending company workshops or lectures and speaking to groups of potential clients when called upon
• Implementing company policies and procedure
• Other duties as needed

Education

Required Knowledge, Skills and Abilities:

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

Experience

• Five to twenty-five years of job-related experience

Certifications

• Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered
• Specialized expertise preferred but not mandatory. Examples include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.

Job Skills

• Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
• Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning
• Excellent client focus and client‑oriented position, but sales aptitude and experience is also highly desired
• Continually seeks to enhance job knowledge, learn quickly and efficiently
• Must be a humble, entrepreneurial, hardworking team player with a positive “can do” attitude
• Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred
• Technical and analytical training and experience in financial planning
• Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Ability to work without close supervision managing and prioritizing deliverables
• Must be highly flexible and confidential with all matters
• Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role

Competencies

• Business & Technological Knowledge: Advanced knowledge of the industry, financial products, and financial planning concepts
• Economic Landscape: Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
• Business Ops - CSU: Strong working/core understanding of CSU Operations
• SO's - FWS: Can generate and review performance reports and present recommendations to client relationship manager
• SO’s - FP: Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients
• Wealth Management: Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; can prepare reports to illustrate trends and possible risks of various investment opportunities
• Core Tech/Platforms: Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)
• Compliance: Comprehensive understanding of compliance requirements
• Teamwork & Collaboration: Role model for cross-Firm teamwork and collaboration
• Work Environment: Role model for contributing to a positive work environment
• Balancing Priorities: Balances competing priorities and manages time pressures with composure
• Trustworthiness: Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability
• Professional Presence: If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions
• Communications: Presents oral and written communications in a concise and well-organized form
• Client Focus & Accountability: Client Service, Resource Coordination, Growth Mindset, Quality
• Leadership: Guiding Principles, Talent Development & Team Leadership, Innovation & Change Management, Firm-building, Driving Results

Work Schedule

Business hours Monday through Friday.

Working Conditions

Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.

Compensation & Benefits

The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.

Base Pay Range: $85,000 - $145,000 USD

This position may also be eligible for a comprehensive benefits package, which includes:

• Medical, dental, and vision coverage
• Life insurance
• 401(k) contributions
• Health Savings Account (HSA)
• Short- and long-term disability
• Additional benefits designed to support your health and financial well-being

Benefits

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Agency Statement

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Equal Opportunity

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email [e-mail]. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection.