Why Work at Mercer Advisors?
For nearly 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.
Essential Job Functions for this role include:
• Support the fast-growing, dynamic sales team• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client• Assist in identifying and qualifying potential clients to ensure they are a good fit for Mercer Advisors• Engage with potential clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help• Actively participate in your own growth, soliciting and incorporating feedback into your conversations with potential clients and participating in team trainings or activities
Requirements:
• Bachelor’s degree preferred or equivalent experience.• 3+ years of successful sales experience in financial services• Series 65 or Series 66 license – unless you hold one of the following designations and it qualifies for an exemption to the Series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) • Experience using CRM systems (Salesforce preferred) and managing sales pipelines• Excellent communication, presentation, listening and analytical skills.• Experience building relationships with and understanding the needs of potential clients• Self-motivated, highly coachable attitude with a growth-oriented mindset and drive• Deep understanding of financial services industry and investment management• Passion for helping clients achieve their financial goals• Proven time management and organizational skills in high-volume, high-energy environments• Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint• Flexibility to travel
Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.
