Wealth Advisor (Houston, TX)

About the role

Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests. We deliver comprehensive care in financial planning, investment management, business management, tax, estate, insurance, and more, serving over 31,300 families across 90+ cities in the U.S.

Responsibilities

• 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 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

Requirements

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
• Five to twenty-five years of job-related experience
• 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 but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.

Qualifications

• Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
• 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
• 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
• Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Highly flexible and confidential with all matters
• Ability to work without close supervision managing and prioritizing deliverables
• Must be highly flexible and confidential with all matters
• 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

Skills

• Advanced knowledge of the industry, financial products, and financial planning concepts
• Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
• Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
• 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
• 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
• Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Highly flexible and confidential with all matters
• Ability to work without close supervision managing and prioritizing deliverables
• Must be highly flexible and confidential with all matters
• 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

Benefits

We offer a competitive and robust benefit package to our employees, including:

• Medical, dental, and vision coverage
• 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
• Dependent Care Savings Account for child and dependent care
• 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

Pay

The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.

Schedule

Business hours Monday through Friday. 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.