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.
Job Summary:
The Associate Vice President is responsible for supporting the organic growth of the organization. The successful candidate will be responsible for developing and maintaining relationships with our financial consultants and prospective clients, with the focus on driving sales momentum across the sales organization through seamless communication. The Associate Vice President plays a crucial role supporting our Senior Vice Presidents and will work in a client-focused, team-centered environment to support Referral Sales, Channel Sales and/or Direct Sales efforts.
This role serves as a building block to Regional Vice President.
Key Responsibilities:
Schedule Meetings:
- Coordinate and schedule meetings with prospects, clients, and internal teams.
- Qualify and schedule Wealth Path and Custom Wealth referrals
- Ensure timely follow-ups and confirmations.
Follow Up with Prospects:
- Assist with lead generation and participate in Regional Sales Activities
- Maintain regular communication with prospects to nurture relationships and move them through the sales pipeline.
- Provide timely responses to inquiries and requests.
- Work with prospects over Zoom, phone and/or in person
Manage the Pipeline:
- Monitor and manage the sales pipeline to ensure accurate forecasting and reporting.
- Track progress and identify opportunities for improvement.
Manage Meeting Notes and CRM:
- Take detailed meeting notes and update the CRM system with relevant information.
- Ensure all client interactions and updates are accurately recorded.
Aid Local Mercer Vice Presidents and Wealth Advisors:
- Plan case preparation
- Assist with planning and holding wholesale events in nearby centers
- Assist with wholesaling sales emails
Handle the Hand-Off to Onboarding:
- Coordinate the transition of new clients from the sales process to the onboarding team.
- Ensure a smooth and efficient hand-off to maintain client satisfaction.
Schedule Events:
- Plan and schedule events, including client meetings, webinars, and industry conferences.
- Manage event logistics and ensure successful execution.
Required Knowledge, Skills, and Abilities:
- Bachelor's degree in Business, Marketing, or a related field.
- At least 2 years of successful sales experience in the financial services industry
- Proven experience in a sales support business development role.
- Self-starter who thrives in a fast paced, high-volume sales environment
- Series 65 or Series 66 license or on track to achieve same unless candidate holds one of the following credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
- CFP® (Certified Financial Planning) designation preferred.
- Comprehensive industry and investment management knowledge
- Experience using CRM systems (Salesforce preferred)
- Excellent communication, presentation, listening and analytical skills.
- Ability to work independently and as part of a team.
- Proven time management and organizational skills in high-volume, high-energy environments
- Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions.
- Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
- Flexibility to travel.
Work Schedule:
Position will include daytime and evening hours.
Working Conditions:
Professional or home office environment. Traveling, standing and sitting.
Location:
Westlake, Texas
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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
