Wealth Advisor: Trusted Fiduciary, Holistic Planning

Mercer Advisors Inc.; Radnor Township (PA); Hybrid; USD 145,000 - 250,000; Full time

Benefits offered by this job

Company Paid Basic Life & AD&D

Short-Term and Long-Term Disability

Medical plans (HDHP & Traditional Co-P

Health Savings Account (HSA)

Dental Plans

Vision Insurance

Dependent Care Savings Account

Paid Holidays

Generous paid time off

401(k) Retirement Plan with match

Pet Insurance

Parental Leave

Adoption Assistance Reimbursement

Concierge Services

Job summary

Mercer Advisors is seeking a Wealth Advisor who will deepen relationships with an established client base and grow their practice through referrals, supported by our in-house team of experts in portfolio management, tax, and estate planning.

Unlike firms with generic brokers, Mercer has a dedicated Sales team so advisors can focus on clients. You will serve as a client-focused fiduciary using advanced planning knowledge and strong relationship skills.

Qualifications

• 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; alternative: ChFC, PFS, CFA, CIC. Series 65 required unless exempt.

Responsibilities

• Partners with affluent clients to identify financial goals and develop recommendations.
• Communicates complex financial solutions to clients.
• Ensures client retention by building long-lasting relationships and implementing solutions.
• Leverages Mercer’s broad solutions including tax, estate planning, and insurance.

Skills

Financial planning

Communication

Asset allocation

Portfolio analysis

Regulatory compliance

Team collaboration

Sales aptitude

Entrepreneurial mindset

Investments knowledge

Education

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

Master’s degree a plus

Tools

Financial planning software

Job description

Mercer Advisors is seeking a Wealth Advisor who will deepen relationships with an established client base and grow their practice through referrals, supported by our in-house team of experts in portfolio management, tax, and estate planning.

Unlike firms with generic brokers, Mercer has a dedicated Sales team so advisors can focus on clients. You will serve as a client-focused fiduciary using advanced planning knowledge and strong relationship skills.