Wealth Advisor

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