Wealth Advisor, Retirement Plans - Denver, United States - Mercer Advisors

Description

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 Wealth Advisor, Retirement Plans works in a client-focused, team-centered environment under the direction of the Retirement Plan Leader within Wealth Management and local office Wealth Management leadership to support the team's region-wide business development and client service efforts.

Please note that the role has remote flexibility within the United States, with a strong preference for candidates in our Western region (CA, AZ, CO, WA, OR, MT, WY, UT, NV, NM, & ID).

Essential Job Functions for the Wealth Advisor, Retirement Plans will include:

Required Knowledge, Skills and Abilities:

Education:

· Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus

Experience:

· Five (5) to ten (10) years of job-related experience

Certifications:

· Certified Financial Planner (CFP) designation strongly preferred; additional certifications Certified Plan Fiduciary Advisors (CPFA), Accredited Investment Fiduciary (AIF), Qualified Plan Financial Consultant (QPFC), Charted Retirement Plan Specialist (CRPS), Charted Retirement Planning Counselor (CRPC), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC), or Series 65 (S65) would be considered

Job Skills:

· Knowledge of and the ability to present investment, finance, insurance, and tax planning concepts

· Has achieved core knowledge of job skills

· 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

· 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 role

Work Schedule: Business hours Monday through Friday.

Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.

Competencies:

Business & Technological Knowledge

Industry Experience

Knowledge of the industry, financial products, and financial planning concepts

Economic Landscape

Knowledge of the economic landscape/general understanding of impact on the Firm and clients

Business Ops - CSU

Strong working/core understanding of CSU Operations

SO's - FWS

Can generate and review performance reports and present recommendations to client relationship manager

SO's - FP

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 clients

Wealth 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 opportunities

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

Role model for cross-Firm teamwork and collaboration

Work Environment

Role model for contributing to a positive work environment

Balancing Priorities

Balances competing priorities and manages time pressures with composure

Trustworthiness

Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability

Professional Presence

If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions

Communications

Presents oral and written communications in a concise and well-organized form

CLIENT 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 Advisors

Resource Coordination

Begins to establish internal resource channels needed to deliver high quality work on a timely basis

Growth Mindset

Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market

Quality

Takes responsibility for ensuring work quality

LEADERSHIP

Guiding Principles

Consistently demonstrates full commitment to Firm vision and values

Talent Development & Team Leadership

Formally 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.

Innovation & Change Management

Identifies opportunities for improvement and proposes solutions

Firm-building

Represents the Firm in a professional manner

Driving Results

Partners with others to support achievement of KPI goals

Benefits:

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: