Sr Wealth Advisor (San Francisco)

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live – with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.Job Summary:The Sr. Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and local office Wealth Management leadership to support the team’s region-wide business development and client service efforts.Essential Job Functions for the Sr. Wealth Advisor will include:Functioning as the primary trusted advisor to the firm's high net worth clientsEnsuring retention of the firm’s clients as well as generating referralsSupporting 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, meetings, referrals and retentionAttending company workshops or lectures and speak to groups of potential clients when called uponImplementing company policies and proceduresOther duties as neededRequired Knowledge, Skills and Abilities:Education:· Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plusExperience:Fifteen plus 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 consideredJob 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, but sales aptitude and experience is also highly desired· Continually seeks to enhance job knowledge, learn quickly and efficiently· Must be 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, to national educational trainings and seminars as needed for roleBusiness & Technological KnowledgeIndustry Experience:

Advanced knowledge of the industry, financial products, and financial planning conceptsEconomic Landscape:

Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clientsBusiness Ops - CSU:

Strong working/core understanding of CSU OperationsSO's - FWS:

Can generate and review performance reports and present recommendations to client relationship managerSO’s - FP:

Advanced 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 clientsWealth Management:

Strong 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 opportunitiesCore Tech/Platforms:

Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)Compliance:

Comprehensive understanding of compliance requirementsINTERPERSONAL EFFECTIVENESS:Role model for cross-Firm teamwork and collaborationRole model for contributing to a positive work environmentBalances competing priorities and manages time pressures with composureTrustworthiness: Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliabilityProfessional Presence: If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functionsCommunications: Presents oral and written communications in a concise and well-organized formCLIENT FOCUS & ACCOUNTABILITY:Client Service: Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Financial Planners and/or Wealth AdvisorsResource Coordination: Begins to establish internal resource channels needed to deliver high quality work on a timely basisGrowth Mindset: Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the marketQuality: Takes responsibility for ensuring work qualityLEADERSHIP:Consistently 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 solutionsFirm-building: Represents the Firm in a professional mannerDriving Results: Partners with others to support achievement of KPI goalsWork Schedule:

Business hours Monday through Friday.Salary:

Average annual salary range for this position across our locations is: $75,000 to $200,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.Working Conditions:

Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. No heavy lifting over 10 lbs. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:Company 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.Vision Insurance PlanDependent Care Savings Account for child and dependent care.14 Company Paid Holidays with a full week off at Thanksgiving.Generous paid time off program for vacation and sick daysEmployee Assistance PlanFamily Medical LeavePaid Parental Leave (6 weeks)Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 matchPet Insurance

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