Wealth Advisor - Hybrid Role to Grow Elite Client Practice

Mercer Advisors; Dallas (TX); Híbrido; USD 110.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits

401(k) with match

Paid holidays

Parental leave

Dental plans

Vision insurance

HSAs with company contributions

Disability insurance

Life & AD&D coverage

Adoption assistance

Flexible hybrid schedule

Descripción de la vacante

Mercer Advisors is seeking a Wealth Advisor to deepen relationships with an established client base and grow practice through referrals. You will leverage our in-house team of experts in portfolio management, tax, estate planning, and more to meet clients’ financial goals.

The role features a dedicated Sales team and a client-centric fiduciary approach, with a technology platform supporting advisory services across a national footprint. Strong communication and a growth mindset are essential.

Formación

• Bachelor’s degree (Business/Economics/Accounting/Finance preferred); Master’s a plus.
• 7–10 years of job-related experience in financial services.
• CFP designation required; exemptions may apply (ChFC, PFS, CFA, CIC).
• Series 65 required unless exemptions apply in state(s).
• Strong knowledge of financial planning concepts and investments; ability to present complex solutions.

Responsabilidades

• Partnership with affluent clients to identify financial goals and develop recommendations.
• Communicate complex financial solutions clearly to clients.
• Retain clients by building meaningful, long-term relationships and delivering appropriate solutions.
• Leverage Mercer’s suite of services (tax, estate planning, insurance, etc.) for comprehensive client offerings.
• Ensure compliance with policies and fiduciary standards; act in clients’ best interests.

Conocimientos

Advanced financial knowledge

Strong communication

Portfolio analysis

Financial planning concepts

Collaboration

Sales aptitude

Growth mindset

Asset allocation

Compliance understanding

Client relationship skills

Educación

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

Master’s degree a plus

Herramientas

Financial planning software

ISG knowledge

Portfolio management tools

Descripción del empleo

Mercer Advisors is seeking a Wealth Advisor to deepen relationships with an established client base and grow practice through referrals. You will leverage our in-house team of experts in portfolio management, tax, estate planning, and more to meet clients’ financial goals.

The role features a dedicated Sales team and a client-centric fiduciary approach, with a technology platform supporting advisory services across a national footprint. Strong communication and a growth mindset are essential.