Senior Wealth Advisor (Hybrid: Colleyville)

Senior Wealth Advisor (Hybrid: Colleyville)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 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.Job Summary:The Wealth Advisor 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.Key Responsibilities and DutiesPartners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial municates 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 Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clientsEnsures adherence to compliance and regulatory policies as well as company standards of client careActs as a fiduciary, placing client interests and outcomes firstRequired Knowledge, Skills and Abilities:Education:Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plusExperience:7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)Certifications/Licenses: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 conceptsSuperior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clientsAdvanced knowledge of the economic landscape/general understanding of impact on the Firm and clientsExpert at collaboration and willing to help othersSales aptitude and experience is preferredAn entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environmentStrong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviewsComprehensive understanding of compliance requirementsAbility to travel up to 20% as required for client meetings, company training, etc.Work Schedule: Business hours Monday through Friday.Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a workstation.Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:Company 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 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.Vision Insurance PlanDependent 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 daysEmployee Assistance PlanFamily Medical LeavePaid 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 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 matchPet InsuranceMercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. #J-18808-Ljbffr

Created: 2025-10-08