🚀 Associate Wealth Advisor (Naples, FL)

Why Work at Mercer Advisors

Why Work at Mercer Advisors

For 40 years Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How By integrating financial planning investment management tax estate insurance and more all managed by a single team. Today we proudly serve over 31300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barrons we are an independent national fiduciary legally obligated to always act in the best interest of our clients.

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women reflecting our commitment to diversity. We attract top talent from across the country with no formal headquarters and flexible working arrangements allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

• Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barrons 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 Barrons to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary

The Associate Wealth Advisor works in a client-focused team-centered environment under the direction of one of the firms Managing Directors and local office Wealth Management leadership to support the teams region-wide business development and client service efforts.

Essential Job Functions for the Associate Wealth Advisor will include :

• Functioning as the primary trusted advisor to the firms high net worth clients
• Ensuring retention of the firms clients as well as generating referrals
• Supporting the teams 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 meetings referrals and retention
• Attending company workshops or lectures and speak to groups of potential clients when called upon
• Implementing company policies and procedures
• Other duties as needed

Required Knowledge Skills and Abilities :

Education

• Bachelors degree from an accredited institution (preferably Business Economics Accounting or Finance related); Masters degree a plus

Experience

• Five to fifteen 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

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

SOs - FWS

Can generate and review performance reports and present recommendations to client relationship manager

SOs - FP

Advanced knowledge of financial planning concepts and Firms 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 contributing to a positive work environment

Balancing Priorities

Balances competing priorities and manages time pressures with composure

Trustworthiness

Instills trust across the Firm as someone who can be counted on for honesty integrity and reliability

Professional Presence

If needed can facilitate aspects of client team meetings and internal trainings; participates appropriately in business / social functions

Communications

Presents oral and written communications in a concise and well-organized form

CLIENT FOCUS & ACCOUNTABILITY

Client Service

Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Financial Planners and / or Wealth Advisors

Resource Coordination

Begins to establish internal resource channels needed to deliver high quality work on a timely basis

Growth Mindset

Can play a supporting role in business development activity / activities; beginning to build a network of business contacts in the market

Quality

Takes responsibility for ensuring work quality

LEADERSHIP

Guiding Principles

Consistently demonstrates full commitment to Firm vision and values

Talent Development & Team Leadership

Formally involved in training coaching and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities.

Innovation & Change Management

Identifies opportunities for improvement and proposes solutions

Firm-building

Represents the Firm in a professional manner

Driving Results

Partners with others to support achievement of KPI goals

Work Schedule : Business hours Monday through Friday.

Working Conditions :

Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and / or required internal or external trainings.

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. We offer the following :

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays with a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Maternity benefits utilizing company paid STD any supplemental STD plus Parental Leave (6 weeks) to provide time for recovery baby bonding and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents young children lifes challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance

We are not accepting unsolicited resumes from agencies and / or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age color disability gender marital status national origin race religion sexual orientation gender identity and expression physical or mental disability genetic predisposition or carrier status or any other characteristic protected by law in accordance with all applicable federal state and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations including recruitment hiring training and development promotion transfer demotion termination layoff compensation benefits and all other terms conditions and privileges of employment in accordance with applicable federal state and local laws.

If you need an accommodation seeking employment with Mercer Advisors please email Accommodations are made on a case-by-case basis.

Applicants have rights under federal employment laws :

• Family and Medical Leave Act (FMLA)
• Employee Polygraph Protection Act (EPPA)
• Equal Employment Opportunity (EEO)

U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.

• E-Verify
• Right to Work

If you are a resident of California learn more about Mercers California Consumer Privacy Policy here.

CCPA Notice at Collection

Required Experience :

IC

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills

Employment Type :

Advisor

Experience :

years

Vacancy :

1

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