Financial Solutions Advisor-Mercer

Job Responsibilities

• Triages client leads and provides referrals to business partners based on client needs and asset thresholds.
• Meets with clients to review financial and investment goals, builds a comprehensive financial plan, and recommends brokerage products.
• Builds a financial plan with brokerage products—including stocks, bonds, mutual funds, annuities, and banking and money‑management solutions.
• Recommends banking and investment strategies that align with client financial goals and needs.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial‑center clientele.
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.

• Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if only 63 or 65 is held, a passing score for the missing series within 60 days is required.
• Minimum of one year of experience in the investments industry with in‑depth knowledge of investment products and services.
• Minimum of one year of experience working in the financial‑services industry and/or a sales environment where goals were met or exceeded.
• Demonstrates goal setting, achievement, and execution in a fast‑paced environment.
• Builds and nurtures strong relationships and collaborates effectively with others.
• Communicates effectively and confidently with all clients.
• Efficiently manages time and capacity while incorporating regulatory due diligence into daily activities and long‑term strategies.

• Strong computer skills with the ability to multitask in demanding environments.
• Minimum of three years of experience in the financial‑service industry or sales where goals were met or exceeded.
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

• Account Management
• Advisory Client Experience
• Customer and Client Focus
• Oral Communications
• Active Listening
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Pipeline Management
• Causation Analysis
• Client Management
• Policies, Procedures, and Guidelines
• Risk Management
• Written Communications

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

40

$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.