Mercer Advisors

Mercer Advisors

Wealth Advisor (Raleigh, NC)

Raleigh

Sponsorship not specified$150k-$250kDetected 21 days ago
Project ManagementSalesforceBusiness DevelopmentAccountingExcelTaxResearchLeadershipCommunicationCollaborationMentoringPublic SpeakingMicrosoft OfficeCFA

About the role

  • 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

Requirements

  • Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.
  • Required Knowledge, Skills and Abilities:

Nice to have

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

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
  • Ability to work without close supervision managing and prioritizing deliverables
  • Must be highly flexible and confidential with all matters
  • Competencies:
  • Business & Technological Knowledge
  • Industry Experience

Compensation

  • $85,000 - $145,000 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.

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

Company info

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