Mercer Advisors

Senior Wealth Advisor (Houston, TX)

Houston · Senior

Sponsorship not specified$170k-$210kDetected 35 days ago

ComplianceSalesAccountingTaxCommunicationCollaborationCFA

About the role

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients.
They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.
Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.

Certified Financial Planner (CFP) designation required.
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
Required Knowledge, Skills and Abilities:

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

Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Sales aptitude and experience is preferred
An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
Comprehensive understanding of compliance requirements
Ability to travel up to 20% as required for client meetings, company training, etc.

$170,000 - $210,000 USD
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.

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
Generous paid time off program for vacation and sick days
Family Medical Leave
Paid Parental Leave (8 weeks)

Ensures adherence to compliance and regulatory policies as well as company standards of client care

This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.