Client Advisor
Job Details
Seattle - Bellevue, WA
Full Time
Bachelor's Degree
Up to 50%
Day
Finance
Description

The Opportunity 

Listening, educating and providing clarity to clients is what you love. Our ideal candidate thrives on being a trusted advisor, is passionate about helping others, has an entrepreneurial spirit and believes strongly in providing exceptional client service. As a Client Advisor, you will work in a client-focused, team-centered environment to support the team's region-wide client service and business development efforts. This is a salaried, non-sales financial planning/wealth management position. In this role, you will collaborate with subject matter experts nationwide and be part of one of the largest fee-only wealth management firms in the United States.

 

Essential Job Functions for the Client Advisor will include:

  • Function as the primary trusted advisor to the firms high net worth clients
  • Ensure retention of the firms clients as well as generating referrals
  • Support the teams Regional Vice Presidents and Managing Directors as a subject matter expert in the areas of investments, tax planning, pension planning, estate planning, insurance, retirement planning and general financial planning
  • Provide cutting edge financial planning, tax, estate, and investment advice to the firms high net worth clients
  • Analyze, draft, edit, and deliver comprehensive financial plans to clients
  • Analyze prospective clients investment portfolios and financial planning to support RVPs in introducing new clients to the firm
  • Manage client communications and follow-up with clients other advisors
  • Ensure adherence to company standards of net new asset growth and retention
  • Attend company workshops or lectures and speak to groups of potential clients when called upon
  • Other duties as assigned
Qualifications
  • Bachelors or Masters Degree
  • Minimum 5 years of client-facing tax, wealth management or financial planning experience
  • CFP® credential strongly preferred
  • Additional credentials are acceptable for the candidate: Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
  • Sales aptitude and experience is also highly desired
  • Excellent communication, presentation, listening, and analytical skills
  • Proven time management and organizational skills in high volume, high energy environments
  • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
  • Must be a humble, entrepreneurial, hardworking team player with a positive, can do attitude
  • Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
  • Ability to learn quickly and efficiently

 

Working Conditions: Professional or home office environment depending upon location, daytime hours, working inside, standing, and sitting, no heavy lifting over 10 lbs. Up to 50% travel as needed.

 

Benefits: We can offer you an exciting, fast-paced working environment, and the opportunity to play a vital role in our growth. Mercer Advisors is an equal opportunity employer offering a competitive salary and benefit package.

 

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Apply