Wealth Path Advisor; Denver

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, 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.

The 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.

• Act as the primary trusted advisor to a book of 150‑250 Wealth Path clients.
• Ensure retention of the firm’s clients and bring in additional assets from existing clients to move them from Wealth Path into Custom Wealth.
• Onboard or transition 10‑50 new clients a year to achieve a client book size of 250.
• Support regional Vice Presidents and Managing Directors as a subject‑matter expert in investments, tax, pension, estate, insurance, and general financial planning.
• Analyze, draft, edit, deliver, and present financial planning modules to clients.
• Manage client communications and follow‑up with clients’ other advisors.
• Ensure adherence to company standards of client care, annual meeting, referrals, and retention.
• Attend company workshops or lectures and speak to potential client groups when called upon.
• Implement company policies and procedures.
• Perform other duties as needed.

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

• Five to twenty‑five 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), or Chartered Investment Consultant (CIC) would be considered.
• Other specialized expertise preferred but not mandatory (e.g., CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF, or CPWA).

• Strong knowledge of and ability to present investment, finance, insurance, and tax planning concepts.
• Have achieved core knowledge of job skills; may spend 50% or more time on financial planning.
• Excellent client focus; sales aptitude and experience also highly desired.
• Continually seeks to enhance job knowledge, learn quickly and efficiently.
• Humble, entrepreneurial, hardworking team player with a positive “can do” attitude.
• Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred.
• 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.
• Highly flexible and confidential with all matters.
• Ability to travel up to 50% for client meetings and national trainings and seminars as required.

• Business & Technological Knowledge:
  Advanced knowledge of industry, financial products, and concepts.
• Economic Landscape:
  Advanced understanding of economic impact on the firm and clients.
• Business Ops – CSU:
  Core understanding of CSU operations.
• SO's – FWS:
  Generate and review performance reports, present recommendations to client relationship managers.
• SO’s – FP:
  Advanced knowledge of financial planning concepts, firm services, and software; project manage client assignments.
• Wealth Management:
  Core understanding of investments and ISG; perform asset allocation, analysis, and prepare reports.
• Core Tech/Platforms:
  Expert use of all core technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docu Sign).
• Compliance:
  Comprehensive understanding of compliance requirements.
• Interpersonal Effectiveness:
  Teamwork, collaboration, positive…