Senior Wealth Advisor (Schaumburg/Chicago, IL)
$150k/y-$200k/y
Mercer Advisors2 days ago
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HybridFull-timeSenior
Summary
Mercer Advisors is seeking a Senior Wealth Advisor to join their team in Schaumburg/Chicago, IL. The role focuses on deepening relationships with clients and growing the practice through referrals while leveraging a unified in-house team of experts.
About the Role
As a Senior Wealth Advisor, you will partner with affluent clients to identify their financial goals, analyze their financial landscape, and develop tailored recommendations. You will communicate complex financial solutions, ensure client retention through meaningful relationships, and leverage a broad set of solutions including tax and estate planning. Additionally, you will adhere to compliance and regulatory policies while acting as a fiduciary.
About You
Required:
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related).
- 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant).
- Certified Financial Planner (CFP) designation required.
- Series 65 required, unless exempt.
Preferred:
- Master's degree.
- Experience utilizing financial planning software.
- Sales aptitude and experience.
- Advanced knowledge of the industry, financial products, and financial planning concepts.
Benefits
- Medical, dental, and vision coverage.
- Life insurance.
- 401(k) contributions.
- Health Savings Account (HSA).
- Short- and long-term disability.
- Generous paid time off program for vacation and sick days.
- Paid Parental Leave (8 weeks).
- Adoption Assistance Reimbursement Program.
- Company Paid Concierge Services.
- Pet Insurance.
Mercer Advisors
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
Schaumburg, IL