Wealth Advisor Expert
3 weeks ago
Wealth Advisors at Mercer Global Advisors Inc. play a vital role in helping families achieve their financial goals. As a key member of our team, you will be responsible for supporting regional business development and client service efforts under the direction of our Managing Directors and local office Wealth Management leadership.
Responsibilities:
* Analyze and present financial planning modules to clients
* Implement company policies and procedures
* Develop and maintain relationships with clients to understand their financial needs and provide tailored solutions
Requirements:
* Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus
* Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC), or Series 65 (S65) would be considered
* Knowledge of investment, finance, insurance, and tax planning concepts
* Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred
Salary Range:
$85,000 - $110,000 per year
Benefits:
* Company Paid Basic Life & AD&D Insurance
* Company Paid Short-Term and Long-Term Disability Insurance
* Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
* Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan
* Two comprehensive Dental Plans
* Dependent Care Savings Account for child and dependent care
* 14 Company Paid Holidays with 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 (6 weeks)
* Pet Insurance
About Us:
Mercer Global Advisors Inc. is an equal opportunity employer and provides a competitive and robust benefit package to our employees.
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