Wealth Advisor; Houston, TX

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.

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.

• Function 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 clients from Wealth Path into Custom Wealth
• Successfully onboard or transition 10‑50 new clients a year to obtain a client book size of 250 clients
• Support the team’s Regional Vice Presidents and Managing Directors as a subject matter expert (SME) 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, 1 annual meeting, referrals and retention
• Attend company workshops or lectures and speak to groups of potential clients 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 (required); additional certifications ChFC, PFS, CFA, CIC are considered
• Specialized expertise preferred (e.g., CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF, CPWA)

• Strong knowledge of and ability to present investment, finance, insurance, and tax planning concepts
• Core knowledge of job skills; spend 50% or more time on Financial Planning
• Excellent client focus and client‑oriented; sales aptitude and experience highly desired
• Continually seeks to enhance job knowledge and learn quickly
• Humble, entrepreneurial, hardworking team player with a positive “can do” attitude
• Proficiency with MS Word, Excel, PowerPoint, Outlook; experience with Salesforce and financial planning software preferred
• Technical and analytical training in financial planning
• Demonstrated flexibility, versatility, and ability to manage multiple priorities and meet tight deadlines in a team environment
• Ability to work independent of close supervision, managing and prioritizing deliverables
• Highly flexible and confidential with all matters
• Ability to travel up to 50% as required for client meetings; and national educational training and seminars as needed

• Advanced knowledge of industry, financial products, and financial planning concepts
• Advanced knowledge of the economic landscape and its impact on the firm and clients
• Strong understanding of CSU operations and performance reporting
• Advanced knowledge of financial planning concepts and firm services; proficient with financial planning software
• Strong core understanding of investments and ISG; asset allocation, portfolio review, investment research
• Expert use of core technology:
  Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, Docu Sign
• Comprehensive understanding of compliance requirements

• Role model for cross‑firm teamwork and collaboration
• Contributes to a positive work environment
• Balances competing priorities and manages time pressures with composure
• Instills trust across the firm with honesty, integrity, reliability
• Facilitates client, team meetings and internal trainings when needed; participates in…