Job SummaryThe Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts.Essential Job FunctionsFunctioning as the primary trusted advisor to a book of 150-250 Wealth Path clientsEnsuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom WealthSuccessful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clientsSupporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planningAnalyzing, drafting, editing, delivering, and presenting financial planning modules to clientsManaging client communications and follow-up with clients' other advisorsEnsuring adherence to company standards of client care, 1 annual meeting, referrals and retentionAttending company workshops or lectures and speak to groups of potential clients when called uponImplementing company policies and procedureOther duties as neededEducationBachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plusExperienceFive to twenty-five years of job-related experienceCertificationsCertified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be consideredSpecialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.Job SkillsStrong knowledge of and the ability to present investment, finance, insurance, and tax planning conceptsHas achieved core knowledge of job skills; may spend 50% or more time on Financial PlanningExcellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desiredContinually seeks to enhance job knowledge, learn quickly and efficientlyMust be a humble, entrepreneurial, hardworking team player with a positive “can do” attitudeProficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferredTechnical and analytical training and experience in financial planningDemonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environmentAbility to work without close supervision managing and prioritizing deliverablesMust be highly flexible and confidential with all mattersAbility to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for roleWork ScheduleBusiness hours Monday through Friday.Working ConditionsProfessional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.Salary and CompensationThe annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.Base Pay Range: $85,000 - $145,000 USDBenefits Package includes:Medical, dental, and vision coverageLife insurance401(k) contributionsHealth Savings Account (HSA)Short- and long-term disabilityAdditional benefits designed to support your health and financial well‑beingBenefits DetailsCompany Paid Basic Life & AD&D InsuranceCompany Paid Short‑Term and Long‑Term Disability InsuranceSupplemental Life & AD&D; Short‑Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co‑Pay medical plan.Kaiser Medical plans available in CaliforniaHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.Two comprehensive Dental PlansVision Insurance PlanDependent 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 daysEmployee Assistance PlanFamily Medical LeavePaid 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 ProgramCompany 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 optionPet InsurancePersonalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricingAdditional InformationWe are not accepting unsolicited resumes from agencies and/or search firms for this job posting.Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review the Applicant Notices and Employment Rights.If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy.CCPA Notice at Collection#J-18808-Ljbffr