Wealth Advisor; Connecticut

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.

• Partner with affluent clients to identify their financial goals, analyze their financial landscape, and develop recommendations that help them work toward well‑defined financial objectives.
• Communicate complex financial solutions to clients, utilizing interpersonal communication and relationship‑building skills.
• Ensure client retention by building meaningful and long‑lasting relationships, alongside the development and implementation of appropriate financial solutions.
• Leverage Mercer’s broad set of solutions—including tax, estate planning, insurance, and more—to provide a comprehensive offering to our clients.
• Ensure adherence to compliance and regulatory policies as well as company standards of client care.
• Act as a fiduciary, placing client interests and outcomes first.

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

Experience: 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).

Skills &

Competencies:

• Advanced knowledge of the industry, financial products, and financial planning concepts.
• Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients.
• Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients.
• Experience utilizing financial planning software.
• Expert at collaboration and willing to help others.
• Sales aptitude and experience is preferred.
• An entrepreneurial spirit and growth‑mindset, with a positive attitude that contributes to a positive work environment.
• Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews.
• Comprehensive understanding of compliance requirements.
• Ability to travel up to 20% as required for client meetings, company training, etc.

Business hours Monday through Friday.

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.

$85,000 – $145,000 USD.

• 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 Cigna medical plan options including two High Deductible Health Plans and one Traditional Co‑Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions 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 including a full week off…