Senior Wealth Advisor, Regis; UHNW

Overview

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.

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.

Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management.

Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress.

Join us and be part of this exciting journey as we shape the future of financial planning and wealth management.

The Senior Wealth Advisor focuses on deepening relationships with an established base of ultra-high-net-worth 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.

• Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
• Communicates 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 clients
• Ensures adherence to compliance and regulatory policies as well as company standards of client care
• Acts 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:

• 15+ years of job-related experience

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…