Wealth Advisor (atlanta, Ga)

Mercer Advisors

Atlanta, Georgia, US
Base: $85,000 - $145,000; bonus/equity: eligible f...
On-site
Deepen client relationships
Organically grow practice through referrals
Leverage in-house expert teams
Mercer Advisors has worked with families to help them amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more

Job Summary

  • Mercer Advisors has worked with families to help them amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more.
  • The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.
  • Mercer Advisors offers a competitive and robust benefit package to our employees, focused on meeting health and welfare needs.

Matching Summary

Mercer Advisors has worked with families to help them amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more.

Salary

Base: $85,000 - $145,000; Bonus/Equity: Eligible for annual bonus and other incentive compensation; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Deepen client relationships
  • Organically grow practice through referrals
  • Leverage in-house expert teams
  • Advanced financial planning knowledge
  • Superior relationship skills
  • Fiduciary duty to clients

Nice-to-have

  • Entrepreneurial spirit and growth-mindset
  • Positive attitude contributing to work environment

Key Requirements

  • 7-10 years of job-related experience
  • Bachelor's degree in Business, Economics, Accounting or Finance
  • Certified Financial Planner (CFP) designation required
  • Series 65 required
  • Ability to travel up to 20%

Work Rights

Not specified

Tailored Resume

Cover Letter