Partner, Senior Wealth Advisor; Hybrid - Portland

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? 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.*

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.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing.

Please see important information about the ranking criteria methodology here.

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor while leading a small team of other advisors. As an advisor, the Partner focuses on deepening relationships with an established base of 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 allowing 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 are supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

As a team leader, the Partner plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth.

• Partner with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards 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.
• Work side by side with advisor team members to deliver client outcomes and provide feedback, coaching and leadership to ensure strong client satisfaction and retention.
• Ensure adherence to compliance and regulatory policies as well as company standards of client care.
• Collaborate with dedicated business development professionals to lead the buildout of the market through custodial referral channels and centers of influence.
• Help identify and lead the cultural integration of acquired wealth management practices.
• 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

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…