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 FunctionsFunctioning as the primary trusted advisor to a book of 150-250 Wealth Path clientsEnsuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom WealthSuccessful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clientsSupporting 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 planningAnalyzing, drafting, editing, delivering, and presenting financial planning modules to clientsManaging client communications and follow-up with clients' other advisorsEnsuring adherence to company standards of client care, 1 annual meeting, referrals and retentionAttending company workshops or lectures and speaking to groups of potential clients when called uponImplementing company policies and procedureOther duties as neededRequired Knowledge, Skills and AbilitiesEducation: Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plusExperience: Five to twenty-five years of job-related experienceCertifications:Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be consideredSpecialized expertise preferred but not mandatory. Examples include CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.Job Skills:Strong knowledge of and the ability to present investment, finance, insurance, and tax planning conceptsHas achieved core knowledge of job skills; may spend 50% or more time on Financial PlanningExcellent client focus and client-oriented position, but sales aptitude and experience is also highly desiredContinually seeks to enhance job knowledge, learn quickly and efficientlyMust be a humble, entrepreneurial, hardworking team player with a positive “can do” attitudeProficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferredTechnical and analytical training and experience in financial planningDemonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environmentAbility to work without close supervision managing and prioritizing deliverablesMust be highly flexible and confidential with all mattersAbility to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for roleBusiness & Technological KnowledgeAdvanced knowledge of the industry, financial products, and financial planning conceptsAdvanced knowledge of the economic landscape/general understanding of impact on the Firm and clientsStrong working/core understanding of CSU OperationsCan generate and review performance reports and present recommendations to client relationship managerAdvanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clientsStrong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; can prepare reports to illustrate trends and possible risks of various investment opportunitiesExpert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)Comprehensive understanding of compliance requirementsInterpersonal EffectivenessRole model for cross-Firm teamwork and collaborationRole model for contributing to a positive work environmentBalances competing priorities and manages time pressures with composureInstills trust across the Firm as someone who can be counted on for honesty, integrity, and reliabilityCan facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functionsPresents oral and written communications in a concise and well-organized formClient Focus & AccountabilityAssists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth AdvisorsBegins to establish internal resource channels needed to deliver high quality work on a timely basisCan play a supporting role in business development activity/activities; beginning to build a network of business contacts in the marketTakes responsibility for ensuring work qualityLeadershipConsistently demonstrates full commitment to Firm vision and valuesFormally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing. Seeks new leadership opportunities.Identifies opportunities for improvement and proposes solutionsRepresents the Firm in a professional mannerPartners with others to support achievement of KPI goalsWork ScheduleBusiness hours Monday through Friday.Working ConditionsProfessional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.Base Pay Range$85,000 - $145,000 USDBenefitsMedical, dental, and vision coverageLife insurance401(k) contributionsHealth Savings Account (HSA)Short- and long-term disabilityAdditional benefits designed to support your health and financial well-beingCompany Paid Basic Life & AD&DD InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.Vision Insurance PlanDependent 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 daysEmployee Assistance PlanFamily Medical LeavePaid Parental Leave (8 weeks)Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.Adoption Assistance Reimbursement ProgramCompany Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after‑tax optionPet InsurancePersonalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricingEqual Opportunity EmploymentMercer 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