Note: The job is a remote job and is open to candidates in USA. Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years. As a Wealth Strategist, you will provide advanced financial planning support to high net worth clients, collaborating with advisors to create and implement tailored financial plans.
Responsibilities
- Prepare and maintain financial plans for prospective, onboarding, and existing clients
- Increase advisor and client satisfaction by co-presenting in meetings regarding financial planning items
- Maintain and develop strategy sheet for existing high net worth clients
- Ensure execution of different Wealth Solutions deliverables, keeping the team members organized and coordinating internal and external service providers
- Prepare agendas and delegate post meeting actions to required Wealth Solutions team members
- Increase sales by actively participating in sales process by participating in the data gathering, identification of opportunities, and modeling value of financial planning to prospective clients
- Increase advisor proficiency in financial planning strategies
- Provide thought leader content to the field in the way of articles and webinars
- Research specific topics, legislation, or other planning matters unique to client situations and for purposes of internal projects, as well as internal and external materials
Skills
- CFP, or advanced degree (ex: CPA, CFA, JD, MT, LLM, MBA) required
- 5+ years direct financial planning experience focused on investments, cash flow, estate, tax planning, private trust services, and lending
- Strong analytical and interpersonal skills, as well as written and verbal communication skills
- Highly organized and able to excel in a fast-paced environment
- Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required
- Competency with eMoney, Holistiplan, and/or other planning, tax, or research software
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent 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 days
- Employee Assistance Plan
- Family Medical Leave
- Paid 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 Program
- Company 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 option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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