12d 8h ago
Wealth Advisor
Mercer Advisors·Finance · Financial Services
📡Remote In-Country
|United States of America$85k - $150k USD/yr
financial_planningoffice365salesforce
Wealth Advisor
Mercer Advisors | Finance | Financial Services
Remote In-Country
Full Time
United States of America
$85k - $150k USD/yr
Position:
Wealth Advisor
Company:
Mercer Advisors
Compensation:
Total expected cash compensation range $85,000 - $150,000 USD
Location:
United States, Newport Beach
Employment type:
Not specified
Work Arrangement:
Hybrid
Short Summary:
The Wealth Path Wealth Advisor works in a client-focused, team-centered environment to support business development and client service efforts.
Responsibilities:
- 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
- Successful onboarding or transitioning of 10-50 new clients a year
- Supporting the team's Regional Vice Presidents and Managing Directors
- Analyzing, drafting, editing, delivering, and presenting financial planning modules
- Managing client communications and follow-up
- Ensuring adherence to company standards of client care
- Attending company workshops or lectures
- Implementing company policies and procedures
Requirement:
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
- Five to twenty-five years of job-related experience
- Certified Financial Planner (CFP) designation; additional certifications preferred
- Strong knowledge of investment, finance, insurance, and tax planning concepts
- Excellent client focus and sales aptitude
- Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce preferred
- Ability to travel up to 50% as required
Benefits:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Three Cigna medical plans offerings
- Health Savings Account (HSA) with company contributions
- Two comprehensive Dental Plans
- Vision Insurance Plan
- 14 Company Paid Holidays
- Generous paid time off program
- Employee Assistance Plan
- Paid Parental Leave (8 weeks)
- Adoption Assistance Reimbursement Program
- 401(k) Retirement Plan with matching
- Pet Insurance
- Personalized financial planning and guidance at preferred employee pricing
Wealth Advisor
Company:
Mercer Advisors
Compensation:
Total expected cash compensation range $85,000 - $150,000 USD
Location:
United States, Newport Beach
Employment type:
Not specified
Work Arrangement:
Hybrid
Short Summary:
The Wealth Path Wealth Advisor works in a client-focused, team-centered environment to support business development and client service efforts.
Responsibilities:
- 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
- Successful onboarding or transitioning of 10-50 new clients a year
- Supporting the team's Regional Vice Presidents and Managing Directors
- Analyzing, drafting, editing, delivering, and presenting financial planning modules
- Managing client communications and follow-up
- Ensuring adherence to company standards of client care
- Attending company workshops or lectures
- Implementing company policies and procedures
Requirement:
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
- Five to twenty-five years of job-related experience
- Certified Financial Planner (CFP) designation; additional certifications preferred
- Strong knowledge of investment, finance, insurance, and tax planning concepts
- Excellent client focus and sales aptitude
- Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce preferred
- Ability to travel up to 50% as required
Benefits:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Three Cigna medical plans offerings
- Health Savings Account (HSA) with company contributions
- Two comprehensive Dental Plans
- Vision Insurance Plan
- 14 Company Paid Holidays
- Generous paid time off program
- Employee Assistance Plan
- Paid Parental Leave (8 weeks)
- Adoption Assistance Reimbursement Program
- 401(k) Retirement Plan with matching
- Pet Insurance
- Personalized financial planning and guidance at preferred employee pricing
Required Skills
financial_planningoffice365salesforce
Required Languages
🇬🇧 English
Key competency: Finance