Wealth Advisor (Plano, TX)
Mercer Advisors, Dallas, TX, United States
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team, we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.
Job Summary
The 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 Functions
Act as the primary trusted advisor to a book of 150‑250 Wealth Path clients.
Ensure retention of the firm’s clients and bring in additional assets from existing clients to move them from Wealth Path into Custom Wealth.
Onboard or transition 10‑50 new clients a year to achieve a client book size of 250.
Support regional Vice Presidents and Managing Directors as a subject‑matter expert in investments, tax, pension, estate, insurance, and general financial planning.
Analyze, draft, edit, deliver, and present financial planning modules to clients.
Manage client communications and follow‑up with clients’ other advisors.
Ensure adherence to company standards of client care, annual meeting, referrals, and retention.
Attend company workshops or lectures and speak to potential client groups when called upon.
Implement company policies and procedures.
Perform other duties as needed.
Education
Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus.
Experience
Five to twenty‑five years of job‑related experience.
Certifications
Certified Financial Planner (CFP) designation; additional certifications such as Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), or Chartered Investment Consultant (CIC) would be considered.
Other specialized expertise preferred but not mandatory (e.g., CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF, or CPWA).
Job Skills
Strong knowledge of and ability to present investment, finance, insurance, and tax planning concepts.
Have achieved core knowledge of job skills; may spend 50% or more time on financial planning.
Excellent client focus; sales aptitude and experience also highly desired.
Continually seeks to enhance job knowledge, learn quickly and efficiently.
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.
Highly flexible and confidential with all matters.
Ability to travel up to 50% for client meetings and national trainings and seminars as required.
Competencies
Business & Technological Knowledge: Advanced knowledge of industry, financial products, and concepts.
Economic Landscape: Advanced understanding of economic impact on the firm and clients.
Business Ops – CSU: Core understanding of CSU operations.
SO's – FWS: Generate and review performance reports, present recommendations to client relationship managers.
SO’s – FP: Advanced knowledge of financial planning concepts, firm services, and software; project manage client assignments.
Wealth Management: Core understanding of investments and ISG; perform asset allocation, analysis, and prepare reports.
Core Tech/Platforms: Expert use of all core technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, DocuSign).
Compliance: Comprehensive understanding of compliance requirements.
Interpersonal Effectiveness: Teamwork, collaboration, positive work environment.
Balancing Priorities: Manage competing priorities with composure.
Trustworthiness: Instill trust across the firm.
Professional Presence: Facilitate client, team meetings and internal trainings; participate appropriately in business/social functions.
Communications: Present oral and written communications concisely.
Client Focus & Accountability: Assist in developing client materials; proactively support wealth advisors; coordinate resources; show growth mindset; ensure work quality.
Leadership: Guide principles, talent development, mentorship, innovation, and firm building.
Driving Results: Partner with others to achieve KPI goals.
Work Schedule
Business hours Monday through Friday.
Working Conditions
Professional office environment. Will be assigned to a workstation. Standing and sitting. Travel up to 50% of the time for client needs and or required internal or external trainings.
Compensation
The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.
Base Pay Range: $85,000 – $145,000 USD.
Benefits
Medical, dental, and vision coverage.
Life insurance.
401(k) contributions.
Health Savings Account (HSA).
Short‑ and long‑term disability.
Additional benefits designed to support your health and financial well‑being.
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 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 a HDHP plan.
Two comprehensive Dental Plans.
Vision Insurance Plan.
Dependent 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 days.
Employee Assistance Plan.
Family Medical Leave.
Paid Parental Leave (6 weeks).
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks).
Adoption Assistance Reimbursement Program.
Company Paid Concierge Services for caring needs.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match.
Pet Insurance.
Equal Employment Opportunity
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity, and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@merceradvisors.com. Accommodations are made on a case‑by‑case basis.
Applicants Have Rights Under Federal Employment Laws
Family and Medical Leave Act (FMLA).
Employee Polygraph Protection Act (EPPA).
Equal Employment Opportunity (EEO).
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participates in E‑Verify to confirm work authorization.
E‑Verify.
Right to Work.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
#J-18808-Ljbffr
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team, we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.
Job Summary
The 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 Functions
Act as the primary trusted advisor to a book of 150‑250 Wealth Path clients.
Ensure retention of the firm’s clients and bring in additional assets from existing clients to move them from Wealth Path into Custom Wealth.
Onboard or transition 10‑50 new clients a year to achieve a client book size of 250.
Support regional Vice Presidents and Managing Directors as a subject‑matter expert in investments, tax, pension, estate, insurance, and general financial planning.
Analyze, draft, edit, deliver, and present financial planning modules to clients.
Manage client communications and follow‑up with clients’ other advisors.
Ensure adherence to company standards of client care, annual meeting, referrals, and retention.
Attend company workshops or lectures and speak to potential client groups when called upon.
Implement company policies and procedures.
Perform other duties as needed.
Education
Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus.
Experience
Five to twenty‑five years of job‑related experience.
Certifications
Certified Financial Planner (CFP) designation; additional certifications such as Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), or Chartered Investment Consultant (CIC) would be considered.
Other specialized expertise preferred but not mandatory (e.g., CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF, or CPWA).
Job Skills
Strong knowledge of and ability to present investment, finance, insurance, and tax planning concepts.
Have achieved core knowledge of job skills; may spend 50% or more time on financial planning.
Excellent client focus; sales aptitude and experience also highly desired.
Continually seeks to enhance job knowledge, learn quickly and efficiently.
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.
Highly flexible and confidential with all matters.
Ability to travel up to 50% for client meetings and national trainings and seminars as required.
Competencies
Business & Technological Knowledge: Advanced knowledge of industry, financial products, and concepts.
Economic Landscape: Advanced understanding of economic impact on the firm and clients.
Business Ops – CSU: Core understanding of CSU operations.
SO's – FWS: Generate and review performance reports, present recommendations to client relationship managers.
SO’s – FP: Advanced knowledge of financial planning concepts, firm services, and software; project manage client assignments.
Wealth Management: Core understanding of investments and ISG; perform asset allocation, analysis, and prepare reports.
Core Tech/Platforms: Expert use of all core technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, DocuSign).
Compliance: Comprehensive understanding of compliance requirements.
Interpersonal Effectiveness: Teamwork, collaboration, positive work environment.
Balancing Priorities: Manage competing priorities with composure.
Trustworthiness: Instill trust across the firm.
Professional Presence: Facilitate client, team meetings and internal trainings; participate appropriately in business/social functions.
Communications: Present oral and written communications concisely.
Client Focus & Accountability: Assist in developing client materials; proactively support wealth advisors; coordinate resources; show growth mindset; ensure work quality.
Leadership: Guide principles, talent development, mentorship, innovation, and firm building.
Driving Results: Partner with others to achieve KPI goals.
Work Schedule
Business hours Monday through Friday.
Working Conditions
Professional office environment. Will be assigned to a workstation. Standing and sitting. Travel up to 50% of the time for client needs and or required internal or external trainings.
Compensation
The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.
Base Pay Range: $85,000 – $145,000 USD.
Benefits
Medical, dental, and vision coverage.
Life insurance.
401(k) contributions.
Health Savings Account (HSA).
Short‑ and long‑term disability.
Additional benefits designed to support your health and financial well‑being.
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 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 a HDHP plan.
Two comprehensive Dental Plans.
Vision Insurance Plan.
Dependent 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 days.
Employee Assistance Plan.
Family Medical Leave.
Paid Parental Leave (6 weeks).
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks).
Adoption Assistance Reimbursement Program.
Company Paid Concierge Services for caring needs.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match.
Pet Insurance.
Equal Employment Opportunity
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity, and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@merceradvisors.com. Accommodations are made on a case‑by‑case basis.
Applicants Have Rights Under Federal Employment Laws
Family and Medical Leave Act (FMLA).
Employee Polygraph Protection Act (EPPA).
Equal Employment Opportunity (EEO).
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participates in E‑Verify to confirm work authorization.
E‑Verify.
Right to Work.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
#J-18808-Ljbffr