Advisor

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• The Associate Advisor Guide will identify, qualify, and develop quality sales opportunities. • Handle lead generation programs, call campaigns and strategies to acquire new clients. • Engage clients through inbound calls and follow-up outbound calls, e mail and other approved media. • Exhibit a high degree of energy. • Engage prospective clients by building trusting relationships with a high degree of integrity and personal accountability. • Ensure exceptional service and satisfaction. • Participate in an open-communication environment within a busy team. • Other duties or tasks as assigned by management.

🎯 Requirements

• High school diploma required. • Bachelor's degree highly preferred. • Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related). • Financial services industry experience preferred; inside sales, relationship management, or client service experience preferred. • Weekend availability preferred. • Excellent communication skills (verbal and written) with the ability to influence and motivate. • Proficiency with Salesforce, MS Word, Excel, PowerPoint and Outlook. • Experience working with high-level, busy professionals. • Must be highly flexible and confidential with all matters.

🏖️ Benefits

• 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 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 • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays including 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 (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing