Wealth Strategist, HNW/UHNW

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.

About the role

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

As a Wealth Strategist I, you will provide cutting edge planning support to the firm’s high net worth clients (“subject matter expertise”, or “SME”). Financial planning is the foundation of Mercer Advisors. You will support advisors with creating, maintaining, and implementing financial plans for advanced level clients. You will identify opportunities to provide value to our prospective clients, advisors, and existing clients. You will work as part of our Financial Planning Group, a centralized team providing advanced financial planning support.

Essential Job Functions

• Prepare and maintain financial plans for prospective, onboarding, and existing clients.
• Increase advisor and client satisfaction by co-presenting in meetings regarding financial planning items.
• Maintain and develop strategy sheets for existing high net worth clients.
• Ensure execution of different Wealth Solutions deliverables, keeping the team members organized and coordinating internal and external service providers.
• Prepare agendas and delegate post-meeting actions to required Wealth Solutions team members.
• Increase sales by actively participating in the sales process by participating in the data gathering, identification of opportunities, and modeling value of financial planning to prospective clients.
• Increase advisor proficiency in financial planning strategies.
• Provide thought leader content to the field in the way of articles and webinars.
• Research specific topics, legislation, or other planning matters unique to client situations and for purposes of internal projects, as well as internal and external materials.

Knowledge, Skills, And Abilities

• CFP, or advanced degree (ex: CPA, CFA, JD, MT, LLM, MBA) required.
• 5+ years direct financial planning experience focused on investments, cash flow, estate, tax planning, private trust services, and lending.
• Strong analytical and interpersonal skills, as well as written and verbal communication skills.
• Highly organized and able to excel in a fast-paced environment.
• Competency with eMoney, Holistiplan, and/or other planning, tax, or research software preferred.
• Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required.

Work Schedule

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM, in office. Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.

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

Equal Opportunity Employer

We are an equal opportunity employer and do not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. We participate in E-Verify and comply with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection.