Wealth Advisor (Raleigh, NC)
$85k/y-$145k/y
Mercer Advisorsa day ago
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OnsiteFull-timeMid
Summary
Mercer Advisors is seeking a Wealth Advisor to join their team in Raleigh, NC. The role involves serving as a primary trusted advisor to clients, focusing on business development and client service efforts.
About the Role
As a Wealth Advisor, you will function as the primary trusted advisor to a book of 150-250 Wealth Path clients, ensuring client retention and onboarding new clients. You will support the team's Regional Vice Presidents and Managing Directors, analyze and present financial planning modules, manage client communications, and adhere to company standards of client care.
About You
Required:
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related).
- Five to twenty-five years of job-related experience.
- Certified Financial Planner (CFP) designation.
Preferred:
- Master's degree.
- Additional certifications such as Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), or Chartered Investment Consultant (CIC).
- Experience with Salesforce and financial planning software.
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.
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.
Raleigh, NC