Wealth Advisor (Houston, TX)

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.Job SummaryThe 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.Essential Job FunctionsFunction as the primary trusted advisor to a book of 150‑250 Wealth Path clientsEnsure retention of the firm's clients and bring in additional assets from existing clients to move clients from Wealth Path into Custom WealthSuccessfully onboard or transition 10‑50 new clients a year to obtain a client book size of 250 clientsSupport the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in investments, tax, pension, estate, insurance, and general financial planningAnalyze, draft, edit, deliver, and present financial planning modules to clientsManage client communications and follow‑up with clients' other advisorsEnsure adherence to company standards of client care, 1 annual meeting, referrals and retentionAttend company workshops or lectures and speak to groups of potential clients when called uponImplement company policies and proceduresPerform other duties as neededRequired Knowledge, Skills and AbilitiesEducationBachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plusExperienceFive to twenty‑five years of job‑related experienceCertificationsCertified Financial Planner (CFP) designation (required); additional certifications ChFC, PFS, CFA, CIC are consideredSpecialized expertise preferred (e.g., CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF, CPWA)Job SkillsStrong knowledge of and ability to present investment, finance, insurance, and tax planning conceptsCore knowledge of job skills; spend 50% or more time on Financial PlanningExcellent client focus and client‑oriented; sales aptitude and experience highly desiredContinually seeks to enhance job knowledge and learn quicklyHumble, entrepreneurial, hardworking team player with a positive “can do” attitudeProficiency with MS Word, Excel, PowerPoint, Outlook; experience with Salesforce and financial planning software preferredTechnical and analytical training in financial planningDemonstrated flexibility, versatility, and ability to manage multiple priorities and meet tight deadlines in a team environmentAbility to work independent of close supervision, managing and prioritizing deliverablesHighly flexible and confidential with all mattersAbility to travel up to 50% as required for client meetings; and national educational training and seminars as neededBusiness & Technological KnowledgeAdvanced knowledge of industry, financial products, and financial planning conceptsAdvanced knowledge of the economic landscape and its impact on the firm and clientsStrong understanding of CSU operations and performance reportingAdvanced knowledge of financial planning concepts and firm services; proficient with financial planning softwareStrong core understanding of investments and ISG; asset allocation, portfolio review, investment researchExpert use of core technology: Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, DocuSignComprehensive understanding of compliance requirementsInterpersonal EffectivenessRole model for cross‑firm teamwork and collaborationContributes to a positive work environmentBalances competing priorities and manages time pressures with composureInstills trust across the firm with honesty, integrity, reliabilityFacilitates client, team meetings and internal trainings when needed; participates in business/social functionsPresents oral and written communications concisely and well‑organizedClient Focus & AccountabilityAssists in developing materials for client meetings and follow‑ups; proactively supports Wealth AdvisorsEstablishes internal resource channels needed for delivery of high quality work on timeSupports business development activities and builds a network of contacts in the marketEnsures work quality and accountabilityLeadershipConsistently demonstrates commitment to firm vision and valuesInvolved in training, coaching and mentoring junior employees; leads planners in production of client deliverables; seeks new leadership opportunitiesIdentifies improvement opportunities and proposes solutionsRepresents the firm professionallyPartners with others to support achievement of KPI goalsWork ScheduleBusiness hours Monday through Friday.Working ConditionsProfessional office environment. Standing and sitting. Assigned to a workstation. Travel up to 50% of the time for client needs and/or required internal or external training.#LI-HybridCompensationThe annualized base salary range for this role is $85,000 – $145,000 USD. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.BenefitsMedical, dental, vision coverageLife insurance401(k) contributionsHealth Savings Account (HSA)Short‑ and long‑term disabilityAdditional benefits designed to support health and financial well‑beingCompany‑paid basic life & AD&D insuranceCompany‑paid short‑term and long‑term disability insuranceSupplemental life & AD&D, short‑term disability, accident, critical illness, and hospital indemnity insuranceThree Cigna medical plan options (high‑deductible and traditional co‑pay)Vision insurance planDependent care savings account14 company‑paid holidays, including a week off at ThanksgivingGenerous paid time off program for vacation and sick daysEmployee assistance planFamily medical leavePaid parental leave (8 weeks)Maternity benefits including company‑paid STD and supplemental STD, plus parental leaveAdoption assistance reimbursement programCompany‑paid concierge services for caring needs401(k) retirement plan with traditional, Roth, after‑tax, and per‑pay‑period matchPet insurancePersonalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricingEqual Opportunity Employer StatementMercer 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.#J-18808-Ljbffr