- Страна
- США
- Зарплата
- 170 000 $ – 210 000 $
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Partner, Senior Wealth Advisor (Hybrid - Portland)
Оценка ИИОтличная позиция в компании №1 в рейтинге RIA по версии Barron’s. Высокий уровень базового дохода, прозрачная структура бонусов, статус партнера и исключительный пакет льгот (включая 14 праздничных дней и неделю на День благодарения) делают вакансию крайне привлекательной.
Сложность вакансии
Оценка ИИВысокая сложность обусловлена требованием обязательной сертификации CFP (или аналогов), наличием лицензии Series 65 и обширным опытом (5–15 лет). Роль подразумевает не только управление капиталом, но и лидерство над командой советников, а также готовность к командировкам до 50%.
Анализ зарплаты
Оценка ИИПредложенный диапазон $170,000 – $210,000 соответствует верхнему сегменту рынка для Senior Wealth Advisors в Портленде. С учетом дополнительных бонусов и поощрений, совокупный доход значительно превышает средние показатели по региону.
Сопроводительное письмо
I am writing to express my strong interest in the Partner, Senior Wealth Advisor position at Mercer Advisors. With over a decade of experience in wealth management and a firm commitment to the fiduciary standard, I have consistently helped affluent families navigate complex financial landscapes through integrated planning and tailored investment strategies. My background aligns perfectly with Mercer’s holistic approach, combining technical expertise in tax and estate planning with a passion for building long-term client relationships.
Throughout my career, I have demonstrated a proven ability to lead high-performing advisory teams and drive organic growth through referrals. Holding a CFP® designation, I pride myself on my ability to simplify sophisticated financial concepts for clients while leveraging a team of specialists to ensure every aspect of their financial life is optimized. I am particularly drawn to Mercer’s collaborative culture and its recognition as a top-ranked RIA firm, and I am eager to contribute to the continued success of the Portland region.
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Откликнитесь в merceradvisors уже сейчас
Присоединяйтесь к лидеру рынка и станьте доверенным партнером для состоятельных семей в Портленде!
Описание вакансии
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.\*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
\* 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: |
| The Partner, Sr. Wealth Advisor works in a client-focused, team-centered environment to support the team’s region-wide business development and client service efforts. The Partner, Sr. Wealth Advisor focuses on an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team allowing our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They are supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. |
| Essential Job Functions for this role include: |
| Lead and develop a high-performing team of Wealth Advisors, fostering collaboration and accountability. Demonstrate a clear, engaging leadership style that communicates vision and inspires team success. Drive cultural integration of acquired wealth management practices, ensuring alignment with Mercer’s values and standards. Contribute to regional and enterprise leadership through active participation in committees and strategic initiatives. Serve as a trusted advisor to affluent clients, identifying financial goals, analyzing complex financial landscapes, and delivering tailored recommendations. Communicate sophisticated financial strategies with clarity, leveraging strong interpersonal and relationship-building skills. Ensure client retention through meaningful, long-term relationships and implementation of comprehensive financial solutions. Utilize Mercer’s full suite of services—including tax, estate planning, and insurance—to deliver holistic wealth management. Maintain strict adherence to compliance and regulatory standards, upholding Mercer’s commitment to client care. Act as a fiduciary, prioritizing client interests and outcomes in every decision. |
| Knowledge, Skills, and Abilities: |
| Education Bachelor’s degree from an accredited institution (preferably in Business, Economics, Accounting, or Finance); Master’s degree a plus. Experience 5–15 years of relevant experience in roles such as Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, or Certified Public Accountant. Extensive experience in building relationships, mentoring, and managing Wealth Advisors, including: + Guiding advisors to achieve their potential. + Fostering a collaborative culture. + Evaluating performance and recruiting talent. + Ensuring clear, consistent communication. 3–5 years in a lead Advisor role or managing Advisor teams preferred. Certifications & Licenses Certified Financial Planner (CFP) designation required. Acceptable alternatives: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). Series 65 license required (or qualifying exemption based on designation and state requirements). Skills & Competencies Advanced knowledge of financial products, planning concepts, and industry trends. Strong communication and presentation skills; able to explain complex investment, tax, and planning strategies clearly. Deep understanding of economic trends and their impact on clients and the firm. Proficiency with financial planning software. Proven leadership in training, coaching, and mentoring junior employees; drives planner development and seeks new leadership opportunities. Ability to identify process improvements and propose solutions. Sales aptitude and experience preferred. Entrepreneurial mindset with a positive, growth-oriented attitude. Strong understanding of Mercer’s investment strategies and ISG; capable of asset allocation and portfolio analysis. Comprehensive knowledge of compliance requirements. * Ability to travel up to 50% for client meetings, training, and company events. |
| Work Schedule: |
| This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM. |
| Working Conditions: |
| Hybrid Schedule with a combination of remote and office work in a professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs. |
The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.
This position may also be eligible for a comprehensive benefits package, which includes:
- Medical, dental, and vision coverage
- Life insurance
- 401(k) contributions
- Health Savings Account (HSA)
- Short- and long-term disability
- Additional benefits designed to support your health and financial well-being
Base Pay Range
$170,000—$210,000 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. *This inbox is for accommodation requests only.*
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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Навыки
- Financial Planning
- Investment Management
- Estate Planning
- Tax Planning
- Portfolio Management
- Asset Allocation
- CFP
- Series 65
- Relationship Management
- Leadership
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- Страна
- США
- Зарплата
- 170 000 $ – 210 000 $