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Wealth Advisor (55542)

Company: Mercer Global Advisors
Location: Beverly Hills
Posted on: August 2, 2022

Job Description:

Mercer Advisors is a comprehensive wealth management firm serving individuals, families, endowments, and foundations. As one of the few firms who can deliver on a full-suite of wealth management capabilities, Mercer Advisors helps our clients with customized financial planning, investment management, proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services. Our staff of over 500 employees includes advisor teams across -50 offices who collaborate with specialists including investment strategists, estate lawyers, CPAs, and CERTIFIED FINANCIAL PLANNER professionals, to deliver an integrated standard of financial care for our clients.


The Opportunity

Listening, educating and providing clarity to clients is what you love. Our ideal candidate thrives on being a trusted advisor, is passionate about helping others, has an entrepreneurial spirit and believes strongly in providing exceptional client service. As a Wealth Advisor, you will work in a client-focused, team-centered environment to support the team's region-wide client service and business development efforts. This is a salaried, non-sales financial planning/wealth management position. In this role, you will collaborate with subject matter experts nationwide and be part of one of the largest fee-only wealth management firms in the United States.

Essential Job Functions for the Wealth Advisor will include:

* Function as the primary trusted advisor to the firms high net worth clients
* Ensure retention of the firms clients as well as generating referrals
* Support the teams Regional Vice Presidents and Managing Directors as a subject matter expert in the areas of investments, tax planning, pension planning, estate planning, insurance, retirement planning and general financial planning
* Provide cutting edge financial planning, tax, estate, and investment advice to the firms high net worth clients
* Analyze, draft, edit, and deliver comprehensive financial plans to clients
* Analyze prospective clients investment portfolios and financial planning to support RVPs in introducing new clients to the firm
* Manage client communications and follow-up with clients other advisors
* Ensure adherence to company standards of net new asset growth and retention
* Attend company workshops or lectures and speak to groups of potential clients when called upon
* Other duties as assigned


* Bachelors or Masters Degree
* Minimum 5 years of client-facing tax, wealth management or financial planning experience
* CFP credential strongly preferred
* Additional credentials are acceptable for the candidate: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
* Sales aptitude and experience is also highly desired
* Excellent communication, presentation, listening, and analytical skills
* Proven time management and organizational skills in high volume, high energy environments
* Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
* Must be a humble, entrepreneurial, hardworking team player with a positive, can do attitude
* Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
* Ability to learn quickly and efficiently

Work Hours

Daytime Hours

Working Conditions

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 25 lbs.


Employee will have the opportunity to participate in the Mercer Advisors Client Service Incentive Pay Plan.


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 up to 2x your base salary
* 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
* 13 company Paid Holidays with a full week off for Thanksgiving week
* Paid Time Off programs - accrued vacation of 15 days (3 weeks) and accrued sick of 10 days (2 weeks) per service year
* Employee Assistance Plan
* Family Medical Leave
* Paid Parental Leave
* Adoption Assistance Reimbursement Program
* 401(k) Savings Plan with per pay period employer match
* Pet Insurance

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

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

Keywords: Mercer Global Advisors, Beverly Hills , Wealth Advisor (55542), Other , Beverly Hills, California

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