Wealth Advisor; Woodbridge, CT

Job Summary

The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors 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 clients from Wealth Path into Custom Wealth.
• Onboard or transition 10-50 new clients a year to obtain a client book size of 250 clients.
• Support the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning.
• Analyze, draft, edit, deliver, and present financial planning modules to clients.
• Manage client communications and follow-up with clients’ other advisors.
• Ensure adherence to company standards of client care, 1 annual meeting, 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) are considered. Specialized expertise preferred but not mandatory (e.g., CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF, CPWA).
• Job
  
  Skills:
  
  
  • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts.
  • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning.
  • Excellent client focus and client-oriented position, with strong sales aptitude and experience also highly desired.
  • Continually seeks to enhance job knowledge, learns quickly and efficiently.
  • Is a humble, entrepreneurial, hardworking team player with a positive "can do" attitude.
  • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred.
  • Technical and analytical training and experience in financial planning.
  • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment.
  • Ability to work without close supervision, managing and prioritizing deliverables.
  • Must be highly flexible and confidential with all matters.
  • Ability to travel up to 50% as required for local and national client meetings, plus national educational trainings and seminars as needed for the role.

Business hours Monday through Friday.

Professional office environment, both standing and sitting. Will be assigned to a work station. Travel is assumed at up to 50% of the time for client needs and/or required internal or external trainings.

The annualized base salary range for this role is based on factors including, but not limited to, experience, skill set, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. Base Pay Range: $85,000 — $145,000 USD.

Mercer Advisors offers a competitive and robust benefit package focused on meeting the health and welfare needs of employees and eligible dependents. Benefits include:

• 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 a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California.
• Health Savings Account (HSA) with company…