Advisor Guide - Remote, USA

Why Work at Mercer Advisors? · For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we p ...

Job description

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today 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.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Associate Advisor Guide will be responsible for making daily outbound sales calls, taking inbound inquires, and conducting sales activities directly with prospects.

Essential Job Functions for the Associate Advisor Guide will include:

• The Associate Advisor Guide will identify, qualify, and develop quality sales opportunities.
• Handle lead generation programs, call campaigns and strategies to acquire new clients.
• Engage clients through inbound calls and follow-up outbound calls, e mail and other approved media.
• Exhibit a high degree of energy.
• Engage prospective clients by building trusting relationships with a high degree of integrity and personal accountability.
• Ensure exceptional service and satisfaction.
• Participate in an open-communication environment within a busy team.
• Other duties or tasks as assigned by management.

Required Knowledge, Skills and Abilities:

• High school diploma required.
• Bachelor's degree highly preferred.
• Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related).
• Financial services industry experience preferred; inside sales, relationship management, or client service experience preferred.
• Weekend availability preferred.
• Excellent communication skills (verbal and written) with the ability to influence and motivate.
• Proficiency with Salesforce, MS Word, Excel, PowerPoint and Outlook.
• Experience working with high-level, busy professionals.
• Must be highly flexible and confidential with all matters.

Work Schedule:

Monday through Friday – 8:00AM to 5:00PM; position may require flexibility with scheduling as this dynamic team grows in size to meet our growth strategy in Inside Sales Team.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range $19.41—$22.84 USD

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:

• 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 either HDHP medical 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) 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
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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 Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address.

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 participate 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.

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