Partner, Senior Wealth Advisor (Portland)

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 Partner, Senior Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Executive Managing Directors to support the team’s region-wide business development and client service efforts. 

Essential Job Functions for the Sr. Director will include:

• Manage a team of Wealth Advisors and Leaders

• Collaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influence 

• Directly act as a senior community business development officer, responsible for personally generating new clients through client referrals and direct outreach in the local community (particularly focused on UHNW prospects)
• Help identify and lead the cultural integration of acquired wealth management practices  
• Opportunity to participate as a contributing member to regional and executive leadership teams through committees and strategic initiatives.  

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:	Fifteen plus years of job-related experience
Certifications:	Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC), or Series 65 would be considered
Job Skills:	15+ years of building relationships with and mentoring and managing wealth advisors; Guiding advisors to realize their potential, building culture, evaluating performance, recruiting advisors, ensuring clear and consistent communication Direct experience as an advisor closing, onboarding, and serving higher AUM clients Track record of success in helping advisors grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm, leading to high rates of client retention, escalating and dealing with issues when necessary Experience communicating the benefits of a wealth management platform to potential referral and M&A partners; Strategizing for growth, joining meetings to ensure deals are closed, telling the firm’s story, working with RVPs in the COI and and custodial referral channels, M&A sales process  Negotiation experience that involves listening, persuading and developing mutually beneficial solutions Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts Excellent 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 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 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, additional hours as required in an exempt and leadership role with the organization.

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.

 

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 PeopleTeam@MercerAdvisors.com. This email is for accommodation requests only. 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)

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• E-Verify
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