Wealth Advisor (Morristown, NJ)

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients. 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 Successfully 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, 1 annual meeting, referrals and retention Attend company workshops or lectures and speak to groups of potential clients when called upon Implement company policies and procedures Perform 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 (required); additional certifications ChFC, PFS, CFA, CIC are considered Specialized expertise preferred (e.g., CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF, CPWA) Job Skills Strong knowledge of and ability to present investment, finance, insurance, and tax planning concepts Core knowledge of job skills; spend 50% or more time on Financial Planning Excellent client focus and client‑oriented; sales aptitude and experience highly desired Continually seeks to enhance job knowledge and learn quickly Humble, entrepreneurial, hardworking team player with a positive “can do” attitude Proficiency with MS Word, Excel, PowerPoint, Outlook; experience with Salesforce and financial planning software preferred Technical and analytical training in financial planning Demonstrated flexibility, versatility, and ability to manage multiple priorities and meet tight deadlines in a team environment Ability to work independent of close supervision, managing and prioritizing deliverables Highly flexible and confidential with all matters Ability to travel up to 50% as required for client meetings; and national educational training and seminars as needed Business & Technological Knowledge Advanced knowledge of industry, financial products, and financial planning concepts Advanced knowledge of the economic landscape and its impact on the firm and clients Strong understanding of CSU operations and performance reporting Advanced knowledge of financial planning concepts and firm services; proficient with financial planning software Strong core understanding of investments and ISG; asset allocation, portfolio review, investment research Expert use of core technology: Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, DocuSign Comprehensive understanding of compliance requirements Interpersonal Effectiveness Role model for cross‑firm teamwork and collaboration Contributes to a positive work environment Balances competing priorities and manages time pressures with composure Instills trust across the firm with honesty, integrity, reliability Facilitates client, team meetings and internal trainings when needed; participates in business/social functions Presents oral and written communications concisely and well‑organized Client Focus & Accountability Assists in developing materials for client meetings and follow‑ups; proactively supports Wealth Advisors Establishes internal resource channels needed for delivery of high quality work on time Supports business development activities and builds a network of contacts in the market Ensures work quality and accountability Leadership Consistently demonstrates commitment to firm vision and values Involved in training, coaching and mentoring junior employees; leads planners in production of client deliverables; seeks new leadership opportunities Identifies improvement opportunities and proposes solutions Represents the firm professionally Partners with others to support achievement of KPI goals Work Schedule Business hours Monday through Friday. Working Conditions Professional office environment. Standing and sitting. Assigned to a workstation. Travel up to 50% of the time for client needs and/or required internal or external training. #LI-Hybrid Compensation The annualized base salary range for this role is $85,000 – $145,000 USD. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. Benefits Medical, dental, vision coverage Life insurance 401(k) contributions Health Savings Account (HSA) Short‑ and long‑term disability Additional benefits designed to support health and financial well‑being 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 plan options (high‑deductible and traditional co‑pay) Vision insurance plan Dependent care savings account 14 company‑paid holidays, including a 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 including company‑paid STD and supplemental STD, plus parental leave Adoption assistance reimbursement program Company‑paid concierge services for caring needs 401(k) retirement plan with traditional, Roth, after‑tax, and per‑pay‑period match Pet insurance Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing Equal Opportunity Employer Statement 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. #J-18808-Ljbffr Mercer Advisors