Wealth Strategist I

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

Financial planning is the foundation of Mercer Advisors. As a Wealth Strategist, you play a critical role in helping Regional Vice Presidents and Wealth Advisors engage prospective clients through high-quality, thoughtful financial planning.

In this role, you will develop comprehensive draft financial plans and related analyses that clearly communicate Mercer’s planning approach and value proposition. You will assess complex client situations, identify planning opportunities, and provide structured guidance to advisors during the prospecting and onboarding process.

This role offers growth opportunities within planning and advisory tracks.  Success in this role is measured by timeliness, RVP and advisor satisfaction, and prospect conversion. 

Essential Job Functions will include:

• Developing high quality draft financial plans that clearly articulate Mercer’s planning value and support successful support conversion. 


• Development includes, but is not limited to, eMoney financial plan creation, net worth statement and cash flow analysis, investment analysis, tax analysis, insurance analysis, and retirement plan optimization.


• Assess a prospective client’s financial situation and provide initial planning diagnoses and recommendations to Regional Vice Presidents and Wealth Advisors.


• Collaborate with advisors and other team members to support prospect meetings and planning discussions.


• Participate in department-wide and firmwide initiatives focused on process improvement, automation, and scalability of financial planning deliverables.


• Maintain and deepen planning expertise through internal training, external education, industry participation, and self-study.


• Perform additional duties as needed to support the planning and advisory teams.

Required Knowledge, Skills and Abilities: 

Required:

• Series 65 (or ability to obtain within required timeframe)


• 1–2 years of direct financial planning experience


• Strong organizational skills and ability to manage multiple priorities in a fast-paced environment


• Excellent attention to detail and follow-through


• Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)

Preferred:

• CFP® designation or certifications preferred


• Experience with eMoney and financial planning software


• Familiarity with tax, investment, and financial research tools


• Experience supporting advisors in a client-facing or prospecting capacity

Work Schedule:  Monday through Friday, 8:00AM – 5:00PM

Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station, no heavy lifting over 10 lbs.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• 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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email [email protected]. 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.
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