Wealth Strategist, HNW/UHNW

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

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

• Prepare and maintain financial plans for prospective, onboarding, and existing clients. • Increase advisor and client satisfaction by co-presenting in meetings regarding financial planning items. • Maintain and develop strategy sheet for existing high net worth clients. • Ensure execution of different Wealth Solutions deliverables, keeping the team members organized and coordinating internal and external service providers. • Prepare agendas and delegate post meeting actions to required Wealth Solutions team members. • Increase sales by actively participating in sales process by participating in the data gathering, identification of opportunities, and modeling value of financial planning to prospective clients. • Increase advisor proficiency in financial planning strategies • Provide thought leader content to the field in the way of articles and webinars. Research specific topics, legislation, or other planning matters unique to client situations and for purposes of internal projects, as well as internal and external materials.

🎯 Requirements

• CFP, or advanced degree (ex: CPA, CFA, JD, MT, LLM, MBA) required • 5+ years direct financial planning experience focused on investments, cash flow, estate, tax planning, private trust services, and lending. • Strong analytical and interpersonal skills, as well as written and verbal communication skills. Highly organized and able to excel in a fast-paced environment • Competency with eMoney, Holistiplan, and/or other planning, tax, or research software preferred. • Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required

🏖️ 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