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Mercer Advisors · 1 week ago

Market Leader, Senior Wealth Advisor (Hybrid - Portland)

Portland

Full-time

Hybrid

Senior Level, Lead/Staff, Director/Executive

15+ years exp

Mercer Advisors has been helping families simplify their financial lives for 40 years, integrating various financial services under one roof. The Market Leader, Senior Wealth Advisor will manage a team, drive business development, and enhance client service efforts in a collaborative environment.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

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

Directly act as a senior community business development officer, responsible for personally generating new clients through client referrals and direct outreach in the local community (particularly focused on UHNW prospects)

Help identify and lead the cultural integration of acquired wealth management practices

Opportunity to participate as a contributing member to regional and executive leadership teams through committees and strategic initiatives

Qualification

Certified Financial Planner (CFP)Wealth management experienceClient relationship managementInvestmentFinance knowledgeSales aptitudeNegotiation skillsMS OfficeFinancial planning softwareTeam leadershipMentoring skillsCommunication skillsFlexibilityAdaptability

Required

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)

Fifteen plus years of job-related experience

Certified Financial Planner (CFP) designation

15+ years of building relationships with and mentoring and managing wealth advisors

Direct experience as an advisor closing, onboarding, and serving higher AUM clients

Track record of success in helping advisors grow their practices in a client centric model

Experience communicating the benefits of a wealth management platform to potential referral and M&A partners

Negotiation experience that involves listening, persuading and developing mutually beneficial solutions

Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts

Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired

Continually seeks to enhance job knowledge, learn quickly and efficiently

Must be a humble, entrepreneurial, hardworking team player with a positive 'can do' attitude

Proficiency with MS Word, Excel, PowerPoint, and Outlook

Technical and analytical training and experience in financial planning

Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment

Ability to work without close supervision managing and prioritizing deliverables

Must be highly flexible and confidential with all matters

Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role

Preferred

Master's degree

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

Experience with Salesforce and financial planning software

Benefits

Company Paid Basic Life & AD&D Insurance

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.

14 Company Paid Holidays with a full week off at Thanksgiving.

Generous paid time off program for vacation and sick days

Employee Assistance Plan

Family Medical Leave

Paid Parental Leave (6 weeks)

Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

Adoption Assistance Reimbursement Program

Company 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

Pet Insurance