Associate Wealth Advisor, UHNW (Naples, FL)

Associate Wealth Advisor, UHNW (Naples, FL)

Naples

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

Job Summary:

The Associate Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and local office Wealth Management leadership to support the team's region-wide business development and client service efforts.

Essential Job Functions for the Associate Wealth Advisor will include:

• Functioning as the primary trusted advisor to the firm's high net worth clients
• Ensuring retention of the firm's clients as well as generating referrals
• Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
• Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
• Managing client communications and follow-up with clients' other advisors
• Ensuring adherence to company standards of client care, meetings, referrals and retention
• Attending company workshops or lectures and speak to groups of potential clients when called upon
• Implementing 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: - 3+ 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

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, but sales aptitude and experience is 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, to national educational trainings and seminars as needed for role

Work Schedule: Business hours Monday through Friday.

Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range $93,500 - $120,000 USD

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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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.

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