Client Advisor at MERCER ADVISORS in Bellevue, WA

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