Wealth Advisor - Hybrid (Remote/Onsite) for Affluent

merceradvisors; Texas; Hybrid; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Mercer Advisors in the United States seeks a Wealth Advisor to deepen client relationships and organically grow their practice, drawing on our in-house team of experts to help clients reach their financial goals.

With a dedicated Sales team, advisors focus on clients while leveraging advanced planning, portfolio management, tax and estate solutions. Travel up to 20% may be required; workweek is Monday–Friday in a hybrid office/remote setting.

Qualifikationen

• Bachelor's degree in Business, Economics, Accounting or Finance related; Master's degree a plus.
• 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, CPA).
• CFP designation required. In lieu, acceptable: ChFC, PFS, CFA, CIC.
• Series 65 required, unless exemptions apply in the state(s).
• Advanced knowledge of industry, financial products, and planning concepts.
• Excellent communication, with ability to present investment, finance and tax planning solutions.
• Experience utilizing financial planning software.
• Entrepreneurial mindset with collaboration and growth focus.
• Ability to travel up to 20% for client meetings and training.

Aufgaben

• Partners with affluent clients to identify financial goals, analyze their landscape, and develop recommendations.
• Communicates complex financial solutions clearly to clients and builds strong relationships.
• Ensures client retention through meaningful relationships and appropriate financial solutions.
• Leverages Mercer’s range of solutions including tax, estate planning, and insurance.
• Ensures adherence to compliance and company standards of client care.
• Acts as a fiduciary placing client interests first.

Kenntnisse

Industry knowledge

Communication skills

Financial planning software

Collaboration

Sales aptitude

Growth mindset

Portfolio reviews

Compliance understanding

Travel readiness

Ausbildung

Bachelor's degree in Business/Finance

Master's degree preferred

Tools

Financial planning software

Jobbeschreibung

Mercer Advisors in the United States seeks a Wealth Advisor to deepen client relationships and organically grow their practice, drawing on our in-house team of experts to help clients reach their financial goals.

With a dedicated Sales team, advisors focus on clients while leveraging advanced planning, portfolio management, tax and estate solutions. Travel up to 20% may be required; workweek is Monday–Friday in a hybrid office/remote setting.