Mercer Advisors
Wealth Strategist, HNW/UHNW
Remote, USA
Sponsorship not specifiedDetected 12 days ago
LLMsComplianceExcelTaxResearchCommunicationPublic SpeakingOrganizational SkillsMicrosoft OfficeCFA
About the role
- Financial planning is the foundation of Mercer Advisors.
- You will identify opportunities to provide value to our prospective clients, advisors, and existing clients.
- To succeed at this position, you need to be highly motivated, polished, and exude a level of confidence and sophistication.
Responsibilities
- As a Wealth Strategist I, you will provide cutting edge planning support to the firm's high net worth clients ("subject matter expertise", or "SME").
- You will support advisors with creating, maintaining, and implementing financial plans for advanced level clients.
- Prepare and maintain financial plans for prospective, onboarding, and existing clients.
- Maintain and develop strategy sheet for existing high net worth clients.
Requirements
- Prepare agendas and delegate post meeting actions to required Wealth Solutions team members.
- Increase advisor proficiency in financial planning strategies
- CFP, or advanced degree (ex: CPA, CFA, JD, MT, LLM, MBA) required
Nice to have
- 5+ years direct financial planning experience focused on investments, cash flow, estate, tax planning, private trust services, and lending.
- Strong analytical and interpersonal skills, as well as written and verbal communication skills.
- Highly organized and able to excel in a fast-paced environment
- Competency with eMoney, Holistiplan, and/or other planning, tax, or research software preferred.
- Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required
Skills
- Knowledge, Skills, and Abilities:
Benefits
- Mercer Advisors offers a competitive and robust benefit package to our employees.
- Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.
- Company Paid Short-Term and Long-Term Disability Insurance
- Short-Term Disability
- 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)
Company info
- You will work as part of our Financial Planning Group, a centralized team providing advanced financial planning support.
- We offer the following:
- We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
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