Wealth Advisor; Raleigh, NC

Job Title: Wealth Path Wealth Advisor

Supports the Wealth Path team in a client-focused, region-wide environment, managing a book of 150‑250 clients and driving client retention and asset growth.

• Act as the primary trusted advisor to a book of 150‑250 Wealth Path clients.
• Retain existing clients and grow assets by moving clients from Wealth Path to Custom Wealth.
• Onboard 10‑50 new clients a year to build a client book of 250.
• Serve as a subject‑matter expert on investments, tax, pension, estate, insurance, and general financial planning.
• Analyze, draft, edit, deliver, and present financial planning modules to clients.
• Manage client communications and coordinate follow‑ups with clients’ other advisors.
• Ensure adherence to company standards for client care, annual meetings, referrals, and retention.
• Participate in company workshops, lectures, and client‑facing presentations.
• Implement company policies and procedures.
• Perform other duties as needed.

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

Five to twenty‑five years of job‑related experience in wealth management or financial services.

• 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) are considered.

• Strong knowledge of investment, finance, insurance, and tax planning concepts.
• Core knowledge of financial planning, spending 50% or more of time on it.
• Excellent client focus with strong sales aptitude and experience.
• Fast learning, adaptability, and continuous job knowledge improvement.
• Team player with a humble, entrepreneurial attitude.
• Proficiency in MS Word, Excel, PowerPoint, Outlook; experience with Salesforce and financial planning software preferred.
• Technical and analytical training in financial planning.
• Flexibility, versatility, and ability to manage multiple priorities under tight deadlines.
• Independent work style with self‑management of deliverables.
• Discretion and confidentiality in all matters.
• Potential to travel up to 50% for client meetings and training.

Business hours Monday through Friday. Professional office environment with standing and sitting; the position may require travel up to 50% for client needs and trainings.

$85,000 – $145,000 USD, plus annual bonus and incentive compensation.

• Medical, dental, and vision coverage.
• Life insurance.
• 401(k) contributions.
• Health Savings Account (HSA).
• Short‑ and long‑term disability.
• Additional benefits supporting health and financial well‑being.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements.

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