Partner, Senior Wealth Advisor; Hybrid - Portland

Partner, Senior Wealth Advisor

Mercer Advisors has served families for 40 years, integrating financial planning, investment management, tax, estate, insurance, and more into a single team. We serve over 31,300 families in more than 90 cities and are ranked #1 RIA by Barron’s.

The Partner, Senior Wealth Advisor works in a client‑focused, team‑centered environment under the direction of an Executive Managing Director to support region‑wide business development and client service efforts.

• 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
• Act as a senior community business development officer, generating new clients through referrals and direct outreach, especially UHNW prospects
• Identify and lead cultural integration of acquired wealth‑management practices
• Participate as a contributing member to regional and executive leadership teams through committees and strategic initiatives

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 such as Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC), or Series 65 considered.

• 15+ years building relationships and mentoring/ 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 helping advisors grow practices in a client‑centric model, high‑touch client experience, high client retention
• Experience communicating the benefits of a wealth‑management platform to referral and M&A partners; strategizing growth, closing deals, telling the firm’s story
• Negotiation experience involving listening, persuading, developing mutually beneficial solutions
• Strong knowledge and ability to present investment, finance, insurance, and tax planning concepts
• Excellent client focus; sales aptitude desired
• Continuous learning and quick adaptation
• Team player with humble, entrepreneurial, hardworking attitude and positive “can do” attitude
• Proficiency with MS Word, Excel, PowerPoint, Outlook;
  Salesforce and financial planning software preferred
• Technical and analytical training in financial planning
• Flexibility, versatility, multi‑priority management, delivery to tight deadlines
• Ability to work without close supervision and maintain confidentiality
• Travel up to 50% for client meetings, national trainings, and seminars

Business hours Monday through Friday, with additional hours as required in an exempt and leadership role.

Professional office environment. Standing and sitting at assigned workstation. Travel up to 50% for client needs or required trainings.

• Company‑paid basic life & AD&DD insurance
• Company‑paid short‑term and long‑term disability insurance
• Supplemental life & ADⅅ short‑term disability; accident; critical illness; hospital indemnity insurance
• Three medical plan offerings: two high‑deductible health plans and a traditional co‑pay medical plan
• Health Savings Account (HSA) with company contributions if enrolled in HDHP
• Two comprehensive dental plans
• Vision insurance plan
• Dependent care savings account
• 14 company‑paid holidays with full week off at Thanksgiving
• Generous paid time off for vacation and sick days
• Employee assistance plan
• Family medical leave
• Paid parental leave (6 weeks)
• Maternity benefits including company‑paid STD, supplemental STD, and parental leave
• Adoption assistance reimbursement program
• Company‑paid concierge services for spouses and loved ones
• 401(k) retirement plan with traditional and Roth options and per‑pay‑period match
• Pet insurance

Mercer Advisors provides equal employment opportunity…