Wealth Advisor

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

• Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients
• Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth
• Successfully onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients
• Serving 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, 1 annual meeting, referrals and retention
• Attending company workshops or lectures and speaking 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: 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 consideredSpecialized expertise preferred but not mandatory. Examples, include but not limited to 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 conceptsHas achieved core knowledge of job skills; may spend 50% or more time on Financial PlanningExcellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desiredContinually seeks to enhance job knowledge, learn quickly and efficientlyMust be a humble, entrepreneurial, hardworking team player with a positive “can do” attitudeProficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferredTechnical and analytical training and experience in financial planningDemonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environmentAbility to work without close supervision managing and prioritizing deliverablesMust be highly flexible and confidential with all mattersAbility 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.

Annualized Base Salary Range

$85,000 - $145,000 USD

Benefits

• Medical, dental, and vision coverage
• Life insurance
• 401(k) contributions
• Health Savings Account (HSA)
• Short- and long-term disability
• Additional benefits designed to support your 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 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