Mercer Advisors

Partner, Senior Wealth Advisor

Portland · Senior

Sponsorship not specified$170k-$210kDetected 43 days ago

ComplianceSalesBusiness DevelopmentAccountingLeadershipCommunicationCollaborationMentoringCFA

About the role

Wealth Advisor focuses on an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals.
Unlike other firms, Mercer has a dedicated Sales team allowing our advisors can focus exclusively on their clients.
They are supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Wealth Advisor works in a client-focused, team-centered environment to support the team's region-wide business development and client service efforts.
Lead and develop a high-performing team of Wealth Advisors, fostering collaboration and accountability.
Drive cultural integration of acquired wealth management practices, ensuring alignment with Mercer's values and standards.
Utilize Mercer's full suite of services -including tax, estate planning, and insurance-to deliver holistic wealth management.
Maintain strict adherence to compliance and regulatory standards, upholding Mercer's commitment to client care.

Series 65 license required (or qualifying exemption based on designation and state requirements).
Advanced knowledge of financial products, planning concepts, and industry trends.
Strong communication and presentation skills
able to explain complex investment, tax, and planning strategies clearly.
Deep understanding of economic trends and their impact on clients and the firm.
Proficiency with financial planning software.
Proven leadership in training, coaching, and mentoring junior employees
Ability to identify process improvements and propose solutions.

Bachelor's degree from an accredited institution (preferably in Business, Economics, Accounting, or Finance); Master's degree a plus.
Extensive experience in building relationships, mentoring, and managing
Guiding advisors to achieve their potential.
Fostering a collaborative culture.
Evaluating performance and recruiting talent.
Ensuring clear, consistent communication.
Certified Financial Planner (CFP) designation required.
Knowledge, Skills, and Abilities:

$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)

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