Wealth Advisor; Upstate

Mercer Advisors has helped families for over 40 years integrate financial planning, investment management, business management, tax, estate, insurance and more, all managed by a single team.

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.

• Serve as the primary trusted advisor to a book of 150‑250 Wealth Path clients.
• Ensure retention of the firm’s clients and grow assets by moving clients from Wealth Path into Custom Wealth.
• Onboard or transition 10‑50 new clients a year, building a client book of 250.
• Act 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 with clients’ other advisors.
• Maintain company standards of client care, including 1 annual meeting, referrals, and retention.
• Attend company workshops or lectures and speak to potential client groups when called upon.
• 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 a plus.

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

• 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.
• Specialized expertise (e.g., CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF, CPWA) is preferred but not mandatory.

• Strong knowledge of investment, finance, insurance, and tax planning concepts.
• Ability to spend 50% or more of time on Financial Planning.
• Excellent client focus; high sales aptitude and experience desired.
• Continuous learning, adaptability, and 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 and tight deadlines.
• Independent work ability with minimal supervision.
• Strong confidentiality and flexibility.
• Ability to travel up to 50% of the time for client meetings and trainings.

• Advanced industry and financial product knowledge.
• Advanced understanding of the economic landscape and its impact on the firm and clients.
• Strong working understanding of CSU operations.
• Ability to generate and review performance reports.
• Advanced knowledge of financial planning concepts and firm services, including use of financial planning software and comparison tools.
• Understanding of wealth management: asset allocation, portfolio reviews, investment research, and market risk assessment.
• Expert use of core technology platforms:
  Microsoft Office, Box, Custodian sites, task‑management tools, Salesforce, Docu Sign.
• Comprehensive compliance knowledge.

• Teamwork & collaboration: role model for cross‑firm teamwork.
• Positive work environment: promotes a supportive culture.
• Balancing priorities: manages competing priorities and time pressures.
• Trustworthiness: demonstrates honesty, integrity, and reliability.
• Professional presence: facilitates client meetings and internal trainings.
• Effective communication: presents oral and…