Wealth Advisor (Raleigh, NC)

Overview

Mercer Advisors offers a workplace that stands apart in the financial industry. For more than 40 years, Mercer Advisors has helped families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We serve over 31,300 families across 90+ cities in the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in clients’ best interests — always.

Join us and help families amplify and simplify their financial lives with confidence.

Job Summary

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

Responsibilities

• Function as the primary trusted advisor to a book of 150-250 Wealth Path clients.
• Ensure retention of the firm’s clients and bring in additional assets from existing clients to move clients from Wealth Path into Custom Wealth.
• Successful onboarding or transitioning of 10-50 new clients per year to achieve a client book size of 250 clients.
• Support the team’s Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and general financial planning.
• Analyze, draft, edit, deliver, and present financial planning modules to clients.
• Manage client communications and follow-up with clients’ other advisors.
• Ensure adherence to company standards of client care, annual meetings, referrals, and retention.
• Attend company workshops or lectures and speak to groups of potential clients when called upon.
• Implement company policies and procedures.
• Other duties as needed.

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 to twenty-five years of job-related experience.
• Certifications: Certified Financial Planner (CFP) designation; additional certifications such as ChFC, PFS, CFA or CIC would be considered. Specialized expertise (CPA, PFS, JD, CFA, PhD, MS, MBA, and others) would be a plus.
• Job Skills: Strong knowledge of investment, finance, insurance, and tax planning concepts; client-focused with sales aptitude; ability to learn quickly; team player with a positive attitude; proficient in MS Office; experience with Salesforce and financial planning software preferred; ability to travel up to 50% for client meetings and trainings.

Competencies

• Business & Technological Knowledge: Advanced knowledge of the industry, financial products, and financial planning concepts.
• Industry Experience: Deep understanding of the financial services industry.
• Economic Landscape: Understanding of the economic landscape and its impact on the firm and clients.
• Business Operations – CSU: Strong understanding of CSU operations.
• Client-Facing Capabilities: Ability to generate and review performance reports and present recommendations to client relationship managers; advanced knowledge of financial planning concepts and firm services.
• Wealth Management: Ability to analyze investments and prepare reports illustrating trends and risks.
• Core Tech/Platforms: Proficiency with Microsoft Office suite and Salesforce; experience with core technology tools.
• Compliance: Comprehensive understanding of compliance requirements.

Interpersonal Effectiveness

• Teamwork & Collaboration: Role model for cross-firm teamwork and collaboration.
• Work Environment: Contributes to a positive work environment.
• Balancing Priorities: Manages competing priorities with composure.
• Trustworthiness: Demonstrates honesty, integrity, and reliability.
• Professional Presence: Facilitates client, team meetings and internal trainings when needed; participates in business/social functions.
• Communications: Presents clear oral and written communications.

Client Focus & Accountability

• Client Service: Supports client meetings and follow-ups; assists Wealth Advisors as needed.
• Resource Coordination: Develops internal resource channels to deliver high-quality work timely.
• Growth Mindset: Supports business development activities; begins to build a market network.
• Quality: Ensures work quality and accuracy.

Leadership

• Guiding Principles: Demonstrates commitment to firm vision and values.
• Talent Development & Team Leadership: Involved in training and mentoring; leads planners in client deliverables and seeks leadership opportunities.
• Innovation & Change Management: Identifies opportunities for improvement and proposes solutions.
• Firm-building: Represents the firm professionally.
• Driving Results: Partners with others to achieve KPI goals.

Work Schedule & Environment

Work Schedule: Business hours Monday through Friday.

Working Conditions: Professional office environment; travel up to 50% for client needs and trainings.

Compensation & Benefits

The annualized base salary range for this role is $85,000—$145,000 USD, depending on experience and location. The position may be eligible for a bonus and other incentive compensation.

1. Medical, dental, and vision coverage
2. Life insurance
3. 401(k) contributions
4. Health Savings Account (HSA)
5. Disability insurance
6. Additional benefits including health and financial well-being programs

Additional Information

Base pay range and benefits are described above. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of protected characteristics. This posting may include references to benefits and eligibility; terms may change. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

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