Wealth Strategist, HNW/UHNW

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping 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 deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across 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 our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * 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: As a Wealth Strategist I, you will provide cutting edge planning support to the firm’s high net worth clients (“subject matter expertise”, or “SME”). Financial planning is the foundation of Mercer Advisors. You will support advisors with creating, maintaining, and implementing financial plans for advanced level clients. You will identify opportunities to provide value to our prospective clients, advisors, and existing clients. You will work as part of our Financial Planning Group, a centralized team providing advanced financial planning support. To succeed at this position, you need to be highly motivated, polished, and exude a level of confidence and sophistication. You will also have discretion working with confidential information and integrity. Essential Job Functions for this role include: Prepare and maintain financial plans for prospective, onboarding, and existing clients. Increase advisor and client satisfaction by co-presenting in meetings regarding financial planning items. Maintain and develop strategy sheet for existing high net worth clients. Ensure execution of different Wealth Solutions deliverables, keeping the team members organized and coordinating internal and external service providers. Prepare agendas and delegate post meeting actions to required Wealth Solutions team members. Increase sales by actively participating in sales process by participating in the data gathering, identification of opportunities, and modeling value of financial planning to prospective clients. Increase advisor proficiency in financial planning strategies Provide thought leader content to the field in the way of articles and webinars. Research specific topics, legislation, or other planning matters unique to client situations and for purposes of internal projects, as well as internal and external materials. Knowledge, Skills, and Abilities: CFP, or advanced degree (ex: CPA, CFA, JD, MT, LLM, MBA) required 5+ years direct financial planning experience focused on investments, cash flow, estate, tax planning, private trust services, and lending. Strong analytical and interpersonal skills, as well as written and verbal communication skills. Highly organized and able to excel in a fast-paced environment Competency with eMoney, Holistiplan, and/or other planning, tax, or research software preferred. Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required Work Schedule: This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM, in office. W…