Wealth Advisor (morristown, Nj)

Mercer Advisors

Morristown, New Jersey, US
**
Bachelor's degree in business or finance
Cfp designation required
5 to 25 years experience
** Mercer Advisors is seeking a Wealth Advisor for their Morristown, NJ office to support client service and business development in a team-centered environment. The ideal candidate will have extensive financial planning knowledge and experience, a client-focused mindset, and relevant certifications, contributing to the firm's mission of enhancing clients' financial lives. **

Job Summary

  • Mercer Advisors serves over 31,300 families as the #1 RIA Firm in the nation by Barron's.
  • The Wealth Advisor functions as a primary trusted advisor managing a book of 150-250 clients.
  • The role requires analyzing, drafting, and presenting financial planning modules while ensuring adherence to company standards.

Matching Summary

Match Score: 75

** Mercer Advisors is seeking a Wealth Advisor for their Morristown, NJ office to support client service and business development in a team-centered environment. The ideal candidate will have extensive financial planning knowledge and experience, a client-focused mindset, and relevant certifications, contributing to the firm's mission of enhancing clients' financial lives. **

Skills & Requirements

Must-have

  • Bachelor's degree in Business or Finance
  • CFP designation required
  • 5 to 25 years experience
  • Client retention and asset growth
  • Financial planning module presentation

Nice-to-have

  • Entrepreneurial team player attitude
  • Sales aptitude and experience
  • Additional certifications like CFA or ChFC
  • Proficiency with Salesforce software
  • Ability to travel up to 50%

Key Requirements

  • Bachelor's degree from accredited institution
  • Certified Financial Planner (CFP) designation
  • Five to twenty-five years job-related experience
  • Master's degree preferred
  • Advanced knowledge of financial planning concepts

Work Rights

Not specified

Tailored Resume

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