Wealth Advisor (Houston, TX)

The role

The Wealth Path Wealth Advisor supports regional business development and client service efforts. This person will act as a primary advisor to a book of 150-250 clients and provide expertise in investments, tax, pension, estate, insurance, and financial planning.

What you will do

• Function as the primary trusted advisor to a book of 150-250 Wealth Path clients
• Ensure retention of firm clients and bring in additional assets from existing clients
• Onboard or transition 10-50 new clients a year
• Support Regional Vice Presidents and Managing Directors as a subject matter expert
• Analyze, draft, edit, deliver, and present financial planning modules to clients
• Manage client communications and follow-up with other advisors
• Ensure adherence to company standards of client care
• Attend company workshops or lectures and speak to groups of potential clients
• Implement company policies and procedure

Required qualifications

• Bachelor's degree from an accredited institution
• Five to twenty-five years of job-related experience
• Certified Financial Planner (CFP) designation
• Strong knowledge of and ability to present investment, finance, insurance, and tax planning concepts
• Technical and analytical training and experience in financial planning
• Proficiency with MS Word, Excel, PowerPoint, and Outlook
• Ability to travel up to 50% for client meetings and training

Nice to have

• Master's degree
• Chartered Financial Consultant (ChFC)
• Personal Financial Specialist (PFS)
• Chartered Financial Analyst (CFA)
• Chartered Investment Consultant (CIC)
• Specialized expertise such as CPA, JD, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, CLU, AIF or CPWA
• Experience with Salesforce and financial planning software
• Sales aptitude

Benefits

• Medical, dental, and vision coverage
• Life insurance
• 401(k) contributions
• Health Savings Account (HSA)
• Short- and long-term disability
• Company Paid Basic Life & AD&D Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings
• Kaiser Medical plans available in California
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account

About the company

Mercer Advisors has been helping families integrate financial planning, investment management, business management, tax, estate, and insurance for more than 40 years. It is an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.