Wealth Advisor; Plano, TX

Company 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 serve over 31,300 families in more than 90 cities across the U.S. and are legally obligated to 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 a Managing Director 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 them from Wealth Path into Custom Wealth.
• Onboard or transition 10‑50 new clients a year to achieve a client book of 250 clients.
• Serve as a subject matter expert in investments, tax, pension, estate, insurance, and general financial planning for the team’s Regional Vice Presidents and Managing Directors.
• Analyze, draft, edit, deliver, and present financial planning modules to clients.
• Manage client communications and coordinate follow‑up with clients’ other advisors.
• Ensure adherence to company standards of client care, annual meetings, 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.

Education:

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

Experience:

• Five to twenty‑five years of job‑related experience.

Certifications:

• 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.
• Specialized expertise such as CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF, or CPWA is preferred but not mandatory.

Job

Skills:

• Strong knowledge of and ability to present investment, finance, insurance, and tax planning concepts.
• Ability to dedicate at least 50% of time to Financial Planning.
• Excellent client focus; sales aptitude and experience highly desired.
• Continuous learning and quick, efficient knowledge gain.
• 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 to meet tight deadlines.
• Ability to work independently, prioritizing deliverables without close supervision.
• Highly confidential and adaptable to changing circumstances.
• Willingness to travel up to 50% for client meetings and national trainings.

Business hours Monday through Friday.

Professional office environment. Standing and sitting. Assigned to a workstation. Travel up to 50% of the time for client needs and/or required trainings.

• Medical, dental, and vision coverage.
• Life insurance.
• 401(k) contributions.
• Health Savings Account (HSA).
• Short- and long-term disability.
• Additional benefits designed to support your health and financial well‑being.
• 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 plans, including two high‑deductible health plans and one traditional co‑pay plan.
• Vision insurance plan.
• Dependent care savings account for child and dependent care.
• 14 company paid holidays and generous paid time off for vacation and sick days.
• Employee assistance plan.
• Family medical leave.
• Paid parental leave (8 weeks).
• Maternity benefits utilizing company‑paid STD, any supplemental STD, and…