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Wealth Advisor (Raleigh, NC)

Merceradvisors

Raleigh, USonsite

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About this role

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.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here .

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 the 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 speak to groups of potential clients when called upon

• Implementing company policies and procedure

• Other duties as needed

Required Knowledge, Skills and Abilities:

Education:

• 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

Industry Experience

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

INTERPERSONAL EFFECTIVENESS

Teamwork & Collaboration

Role model for cross-Firm teamwork and collaboration

Work Environment

Role model for contributi

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