Wealth Advisor; Charlotte, NC

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. 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 … we attract top talent … 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.

The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client’s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

• Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
• Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
• Ensures client retention by building meaningful and long‑lasting relationships, alongside the development and implementation of appropriate financial solutions.
• Leverages Mercury’s broad set of solutions including tax, estate planning, insurance and more to provide a comprehensive offering to our clients.
• Ensures adherence to compliance and regulatory policies as well as company standards of client care.
• Acts as a fiduciary, placing client interests and outcomes first.

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related);
Master’s degree a plus.

At least 7 years of job‑related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant).

• Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:
  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
• Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s).

• Advanced knowledge of the industry, financial products, and financial planning concepts.
• Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients.
• Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients.
• Experience utilizing financial planning software.
• Expert at collaboration and willing to help others.
• Sales aptitude and experience is preferred.
• An entrepreneurial spirit and growth‑mindset, with a positive attitude that contributes to a positive work environment.
• Strong core understanding of our investments and ISG, along with…