Senior Wealth Advisor
Mercer Advisors
full-time
Posted on:
Location Type: Hybrid
Location: Portland • Oregon • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Manage a team of Wealth Advisors and Leaders
- Collaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influence
- Directly act as a senior community business development officer, responsible for personally generating new clients through client referrals and direct outreach in the local community (particularly focused on UHNW prospects)
- Help identify and lead the cultural integration of acquired wealth management practices
- Opportunity to participate as a contributing member to regional and executive leadership teams through committees and strategic initiatives.
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), Chartered Investment Consultant (CIC), or Series 65 would be considered
- 15+ years of building relationships with and mentoring and managing wealth advisors; Guiding advisors to realize their potential, building culture, evaluating performance, recruiting advisors, ensuring clear and consistent communication
- Direct experience as an advisor closing, onboarding, and serving higher AUM clients
- Track record of success in helping advisors grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm, leading to high rates of client retention, escalating and dealing with issues when necessary
- Experience communicating the benefits of a wealth management platform to potential referral and M&A partners; Strategizing for growth, joining meetings to ensure deals are closed, telling the firm’s story, working with RVPs in the COI and and custodial referral channels, M&A sales process
- Negotiation experience that involves listening, persuading and developing mutually beneficial solutions
- Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
- 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 conceptsinsurance conceptstax planning conceptsclient onboardingclient retentionnegotiationbusiness developmentrelationship buildingperformance evaluation
Soft skills
team managementmentoringcommunicationclient focusentrepreneurial mindsetflexibilityversatilityproblem-solvingtime managementpositive attitude
Certifications
Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)Personal Financial Specialist (PFS)Chartered Financial Analyst (CFA)Chartered Investment Consultant (CIC)Series 65