Advisor

Mercer Advisors

Associate Advisor Guide responsible for outbound sales calls, developing sales opportunities, and engaging prospective clients. Supporting Mercer Advisors in financial planning and investment management services.

Posted 7/13/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $19 - $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong lead generation and client engagement capabilities, with a focus on building trusting relationships and providing exceptional service in the financial services industry. Proficient in utilizing Salesforce and Microsoft Office tools to enhance communication and productivity.

Highest-signal resume keywords

Lead GenerationClient EngagementSalesforce ProficiencyExcellent Communication SkillsFinancial Services Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Lead GenerationSalesforce ProficiencyMS WordMS ExcelMS PowerPointMS Outlook

Soft Skills

Excellent Communication SkillsIntegrityPersonal AccountabilityFlexibility

Industry Keywords

Financial ServicesInside SalesRelationship ManagementClient Service

About the role

Key responsibilities & impact

The Associate Advisor Guide will identify, qualify, and develop quality sales opportunities.
Handle lead generation programs, call campaigns and strategies to acquire new clients.
Engage clients through inbound calls and follow-up outbound calls, e mail and other approved media.
Exhibit a high degree of energy.
Engage prospective clients by building trusting relationships with a high degree of integrity and personal accountability.
Ensure exceptional service and satisfaction.
Participate in an open-communication environment within a busy team.
Other duties or tasks as assigned by management.

Requirements

What you’ll need

High school diploma required.
Bachelor's degree highly preferred.
Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related).
Financial services industry experience preferred; inside sales, relationship management, or client service experience preferred.
Weekend availability preferred.
Excellent communication skills (verbal and written) with the ability to influence and motivate.
Proficiency with Salesforce, MS Word, Excel, PowerPoint and Outlook.
Experience working with high-level, busy professionals.
Must be highly flexible and confidential with all matters.

Benefits

Comp & perks

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
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing