Senior Wealth Advisor
Mercer Advisors
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Illinois • 🇺🇸 United States
Visit company websiteSalary
💰 $120,000 - $150,000 per year
Job Level
Senior
About the role
- Functioning as the primary trusted advisor to the firm's high net worth clients
- Ensuring retention of the firm’s clients as well as generating referrals
- Supporting the team's Regional Vice Presidents and Managing Directors 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, meetings, referrals and retention
- Attending company workshops or lectures and speak to groups of potential clients when called upon
- Implementing company policies and procedures
- Other duties as needed
Requirements
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
- Fifteen plus years of job-related experience
- Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered
- Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
- Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning
- 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
- Technical and analytical training and experience in financial planning
- 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
- Must be 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
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 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
- Vision Insurance Plan
- 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)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
- Pet Insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment conceptstax planninginsurance planningpension planningestate planninganalytical skillspresentation skillsclient communicationsales aptitude
Soft skills
client focusteam playerpositive attitudeflexibilityversatilitytime managementability to work independentlyhumilityentrepreneurial mindsetadaptability
Certifications
Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)Personal Financial Specialist (PFS)Chartered Financial Analyst (CFA)Chartered Investment Consultant (CIC)