Partner, Senior Wealth Advisor Mercer Advisors has served families for 40 years, integrating financial planning, investment management, tax, estate, insurance, and more into a single team. We serve over 31,300 families in more than 90 cities and are ranked #1 RIA by Barron's.Job Summary The Partner, Senior Wealth Advisor works in a client‑focused, team‑centered environment under the direction of an Executive Managing Director to support region‑wide business development and client service efforts.Essential Job Functions Manage a team of Wealth Advisors and LeadersCollaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influenceAct as a senior community business development officer, generating new clients through referrals and direct outreach, especially UHNW prospectsIdentify and lead cultural integration of acquired wealth‑management practicesParticipate as a contributing member to regional and executive leadership teams through committees and strategic initiativesEducation Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus.Experience Fifteen plus 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), Chartered Investment Consultant (CIC), or Series 65 considered.Job Skills 15+ years building relationships and mentoring/ managing wealth advisors; guiding advisors to realize their potential, building culture, evaluating performance, recruiting advisors, ensuring clear and consistent communicationDirect experience as an advisor closing, onboarding, and serving higher AUM clientsTrack record of helping advisors grow practices in a client‑centric model, high‑touch client experience, high client retentionExperience communicating the benefits of a wealth‑management platform to referral and M&A partners; strategizing growth, closing deals, telling the firm's storyNegotiation experience involving listening, persuading, developing mutually beneficial solutionsStrong knowledge and ability to present investment, finance, insurance, and tax planning conceptsExcellent client focus; sales aptitude desiredContinuous learning and quick adaptationTeam player with humble, entrepreneurial, hardworking attitude and positive “can do” attitudeProficiency with MS Word, Excel, PowerPoint, Outlook; Salesforce and financial planning software preferredTechnical and analytical training in financial planningFlexibility, versatility, multi‑priority management, delivery to tight deadlinesAbility to work without close supervision and maintain confidentialityTravel up to 50% for client meetings, national trainings, and seminarsWork Schedule Business hours Monday through Friday, with additional hours as required in an exempt and leadership role.Working Conditions Professional office environment. Standing and sitting at assigned workstation. Travel up to 50% for client needs or required trainings.Benefits Company‑paid basic life & AD&DD insuranceCompany‑paid short‑term and long‑term disability insuranceSupplemental life & AD short‑term disability; accident; critical illness; hospital indemnity insuranceThree medical plan offerings: two high‑deductible health plans and a traditional co‑pay medical planHealth Savings Account (HSA) with company contributions if enrolled in HDHPTwo comprehensive dental plansVision insurance planDependent care savings account14 company‑paid holidays with full week off at ThanksgivingGenerous paid time off for vacation and sick daysEmployee assistance planFamily medical leavePaid parental leave (6 weeks)Maternity benefits including company‑paid STD, supplemental STD, and parental leaveAdoption assistance reimbursement programCompany‑paid concierge services for spouses and loved ones401(k) retirement plan with traditional and Roth options and per‑pay‑period matchPet insuranceEligibility and EEO Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law. We comply with all applicable federal, state, and local laws. We provide accommodations by email at PeopleTeam@MercerAdvisors.com.Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA), Employee Polygraph Protection Act (EPPA), Equal Employment Opportunity (EEO).Verification U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participates in E‑Verify.#J-18808-Ljbffr