Job Summary
The Wealth Advisor builds lasting relationships with an established group of clients and expands the practice by earning referrals. Working with an in-house team of specialists, the advisor serves as a fiduciary, identifies clients’ financial needs, and recommends appropriate solutions. The role also requires careful attention to applicable compliance and regulatory standards.
Responsibilities
- Strengthen and maintain relationships with existing clients.
- Grow the practice through client referrals.
- Assess client needs and develop suitable financial recommendations in a fiduciary capacity.
- Collaborate with the firm’s in-house experts to support client needs.
- Follow relevant compliance requirements and regulatory standards.
Qualifications
- Bachelor’s degree.
- Seven to ten years of relevant experience in financial planning or investment management.
- Certified Financial Planner (CFP) designation or an equivalent certification.
- Series 65 license.
Mercer Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
