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About the Role

The Partner, Market Leader acts as a senior wealth advisor and leads a small team of advisors. This role focuses on deepening relationships with high-net-worth clients, organically growing the practice through referrals, and leveraging in-house experts to help clients achieve their financial goals. As a team leader, the Partner apprentices and develops advisor team members to maximize client excellence and growth.

Responsibilities

Partners with affluent clients to identify financial goals, analyze financial landscape, and develop recommendations.
Communicates complex financial solutions to clients using interpersonal and relationship-building skills.
Ensures client retention by building meaningful relationships and implementing appropriate financial solutions.
Leverages Mercer’s broad set of solutions including tax, estate planning, and insurance for comprehensive client offerings.
Works with advisor team members to deliver client outcomes, providing feedback, coaching, and leadership.
Ensures adherence to compliance and regulatory policies, as well as company standards of client care.
Collaborates with business development professionals to build out the market through referral channels and centers of influence.
Helps identify and lead the cultural integration of acquired wealth management practices.
Acts as a fiduciary, prioritizing client interests and outcomes.

Requirements

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related).
15+ years of job-related experience.
Certified Financial Planner (CFP) designation required. In lieu of CFP, ChFC, PFS, CFA, or CIC may be acceptable.
Series 65 required, unless designations qualify for an exemption.
Advanced knowledge of the industry, financial products, and financial planning concepts.
Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions.
Advanced knowledge of the economic landscape and its impact on the Firm and clients.
Experience utilizing financial planning software.
Expertise in collaboration and willingness to help others.
Sales aptitude and experience preferred.
An entrepreneurial spirit and growth-mindset, with a positive attitude.
Strong core understanding of investments and ISG, with the ability to perform asset allocation and analysis.
Comprehensive understanding of compliance requirements.
Ability to travel up to 20% as required.

Skills

Financial Planning
Investment Management
Tax Planning
Estate Planning
Interpersonal Communication
Relationship Building
Client Retention
Financial Planning Software Utilization
Collaboration
Sales Aptitude
Asset Allocation
Portfolio Analysis
Compliance Management

Location

U.S.

Work Type

Hybrid Schedule
Remote
Office Work

Experience Level

15+ years of job-related experience

Education Level

Bachelor's degree
Master's degree a plus

Salary/Compensations

$85,000—$145,000 USD
Eligible for annual bonus and other incentive compensation.

Benefits

Medical, dental, and vision coverage
Life insurance
401(k) contributions
Health Savings Account (HSA)
Short- and long-term disability
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 offerings 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 contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program 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, plus Parental Leave (8 weeks)
Adoption Assistance Reimbursement Program
Company Paid Concierge Services
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

About the Company

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more.
Delivers comprehensive care once reserved for only the wealthiest households.
Serves over 42,800+ families across 110+ cities across the U.S.
Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years.
An independent fiduciary legally bound to act in clients’ best interests.
Offers a workplace that stands apart in the financial industry.
More than half of employees and client-facing professionals are women.
Builds teams around exceptional talent with a flexible, national footprint.

Equal Opportunity

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.