Wealth Strategist I
Confirmed live in the last 24 hours
Mercer Advisors
Compensation
$68,000 - $80,000/year
Job Description
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
Financial planning is the foundation of Mercer Advisors. In the Wealth Strategist role, you will support advisors with creating and maintaining comprehensive financial plans for advisors to deliver to clients. You will work as part of our Financial Planning Group, to create and maintain customized and comprehensive financial plans for clients.
To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills.
Essential Job Functions will include:
- Work with advisors to review, update and implement financial plans for clients, including but not limited to, goals development, cash flow, investments, tax analysis, insurance analysis, retirement.
- Assessment of a client’s planning situation and provide direction and guidance to advisor on next steps in the planning process.
- Support advisors with meeting preparation related to the financial plan.
- Ensure eMoney, or similar planning software, is up-to-date and all accounts are linked.
- Research of specific topics, legislation, or other planning matters unique to client situations and for purposes of internal projects, as well as internal and external materials.
- Participation in both department and firmwide projects.
- Continued planning knowledge through internal and external firm training/self-study/industry participation.
- Other duties as assigned
Required Knowledge, Skills and Abilities:
- CFP, or advanced degree (ex: CPA, CFA, JD, MT, LLM, MBA) required
- 10+ years direct planning experience,
- Strong analytical and interpersonal skills, as well as written and verbal communication skills
- Highly organized and able to excel in a fast-paced environment
- Competency with eMoney, BNA, or other planning, tax, or research software preferred.
- Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required
Work Schedule: Monday through Friday, 8:00AM – 5:00PM
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station, no heavy lifting over 10 lbs.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is
