Senior Wealth Advisor (Scottsdale, AZ)

The role

The Senior Wealth Advisor focuses on deepening relationships with an established client base and growing their practice through referrals. They will partner with affluent clients to identify financial goals and develop recommendations using a unified in-house team of experts.

What you will do

• Partner with affluent clients to identify financial goals and analyze financial landscape
• Develop recommendations to help clients work towards financial objectives
• Communicate complex financial solutions to clients
• Ensure client retention by building long-lasting relationships
• Implement appropriate financial solutions
• Leverage tax, estate planning, and insurance solutions
• Ensure adherence to compliance and regulatory policies
• Act as a fiduciary

Required qualifications

• Bachelor's degree from an accredited institution
• 10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)
• Certified Financial Planner (CFP) designation or ChFC, PFS, CFA, or CIC
• Series 65
• Advanced knowledge of the industry, financial products, and financial planning concepts
• Superior communication skills
• Advanced knowledge of the economic landscape
• Experience utilizing financial planning software
• Strong core understanding of investments and ISG
• Ability to perform asset allocation and analysis for portfolio reviews
• Comprehensive understanding of compliance requirements

Nice to have

• Master’s degree
• Sales aptitude and experience
• An entrepreneurial spirit and growth-mindset

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
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

About the company

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