Wealth Advisor (Raleigh, NC)

Job Summary The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts. Essential Job Functions Function as the primary trusted advisor to a book of 150-250 Wealth Path clients Ensure retention of the firm’s clients and bring in additional assets from existing clients to move clients from Wealth Path into Custom Wealth Onboard or transition 10-50 new clients a year to obtain a client book size of 250 clients Support the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in investments, tax, pension, estate, insurance, and general financial planning Analyze, draft, edit, deliver, and present financial planning modules to clients Manage client communications and follow-up with clients’ other advisors Ensure adherence to company standards of client care, annual meetings, referrals, and retention Attend company workshops or lectures and speak to groups of potential clients when called upon Implement company policies and procedures Other duties as needed Required Knowledge, Skills, and Abilities Education: Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus Experience: Five to twenty-five 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 Specialized expertise preferred but not mandatory. Examples include CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA. 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; sales aptitude and experience 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 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 and general understanding of impact on the firm and clients Business Ops – CSU: Strong core understanding of CSU Operations SO’s – FWS: Can generate and review performance reports and present recommendations to client relationship manager SO’s – FP: Advanced knowledge of financial planning concepts, firm services, and financial planning software; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients Wealth Management: Strong core understanding of investments and ISG; perform asset allocation and analysis for portfolio reviews; prepare reports illustrating trends and risks of investment opportunities Core Tech/Platforms: Expert use of 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 reliable and honest Professional Presence: Can facilitate client, team meetings and internal training; participates appropriately in business/social functions Communications: Presents oral and written communication concisely and well‑organized Client Focus & Accountability Client Service: Assists in developing materials for client meetings and follow‑ups; proactively seeks opportunities to support Wealth Advisors Resource Coordination: Begins to establish internal resource channels needed to deliver high quality work on time Growth Mindset: Can support business development activity; 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: Involved in training, coaching, and mentoring junior employees; leads planners in client deliverables; seeks 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 workstation. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings. Base Pay Range $85,000 – $145,000 USD (annualized base salary). Eligible for an annual bonus and other incentive compensation. Benefits Medical, dental, and vision coverage Life insurance 401(k) contributions with company match Health Savings Account (HSA) with company contributions if enrolled in HDHP Short‑ and long‑term disability insurance Additional benefits designed to support health and financial well‑being Company‑paid basic life & AD&D insurance Supplemental life & AD&D, short‑term disability, accident, critical illness, and hospital indemnity insurance Three Cigna medical plans, including two high‑deductible and one traditional co‑pay plan Kaiser medical plans available in California 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 for vacation and sick days Employee assistance program Family medical leave Paid parental leave (8 weeks) Maternity benefits utilizing company‑paid STD and supplemental STD, plus parental leave (8 weeks) Adoption assistance reimbursement program Company‑paid concierge services for personal and family needs Pet insurance Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing Equal Opportunity Employment Mercer Advisors is an equal‑opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements. Accommodation Requests If you need an accommodation during the application or hiring process, please email View email address on click.appcast.io. This inbox is for accommodation requests only. #J-18808-Ljbffr Merceradvisors