Wealth Advisor (Morristown, NJ)
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.
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
Education Required
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
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
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 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
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
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
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
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/general understanding of impact on the Firm and clients
Business Ops - CSU
Strong working/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 and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients
Wealth Management
Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities
Core Tech/Platforms
Expert use of all Core Technology (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
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