Job Description

Job Description

Job Description

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 Broker-Dealer Registered Representative will work in a team-centered "service team" environment under the direct supervision of the President – M.A. Brokerage Solutions to provide high quality support to clients and advisors. This position involves a deep understanding of multiple brokerage product lines, including Variable Annuities, Mutual Funds, equities and ETF's. Will oversee the client relationship and must be able to provide educated recommendations to M.A. Brokerage Solutions clients. This position will be highly visible and will have daily interactions with clients and advisors and will be responsible for the creation of process and procedure for the department.

The ideal candidate will be organized, have outstanding attention to detail, have excellent computer proficiency and will have high-level interpersonal communication skills. We are looking for someone with a strong understanding of the brokerage industry.

Essential Job Functions for the BD Registered Representative will include:

• Acting as the relationship manager for clients overseeing their brokerage accounts and acting as the primary point of contact for the service of those accounts.
• Primary contact for Financial Advisors and support staff.
• Experience with and ability to learn various technological systems and workflows. This includes multiple CRM, custodial, compliance and supervisory/operational systems.
• The ability to construct, communicate and document appropriate recommendations for clients.
• Liaison with other groups and our wealth advisory teams to ensure an exceptional client experience.
• The ability to work with Mercer investment staff to research and analyze investment offerings to ensure suitability for brokerage clients.
• Support the ongoing operational initiatives of the M.A. Brokerage Solutions team, collaborating, deconflicting, and coordinating with other departments as necessary.
• Communicating with approved carriers and custodians, over the phone and via internet, to implement investment recommendations on an accurate and timely basis.
• Develop and maintain operational procedures that are scalable and assure department's performance standards.
• Involvement in training associated persons on items related to account maintenance and transactional activity.
• Building and fostering effective working relationships with internal and external business partners
• Working independently and with a team, prioritizing client service, and succeeding in a fast-paced environment
• Other project work as assigned by Management, including but not limited to work in support of insurance system integration and efficiencies with affiliated investment advisor.

Required Knowledge, Skills and Abilities:

• Bachelor's degree or equivalent experience
• FINRA Series 7 & LH/VA Insurance Licensing
• Minimum 3+ years' experience in providing recommendations in a brokerage environment.

• Proven time management and organizational skills in a high-volume, high energy environment.
• Strong knowledge of and the ability to analyze investment and finance concepts.

• Strong computer proficiency with MS Word, Excel, PowerPoint and Outlook.
• An unwavering commitment to integrity and Code of Conduct
• Excellent verbal and written communication, interpersonal, and relationship management skills.
• Versed in managing internal and external information flows and storage.
• Client first attitude including a passion for providing an excellent client experience.
• Team player, collaborative and able to work in concert with others.

Work Schedule: Day and evening hours as needed

Working Conditions:

Professional office environment, daytime and evening hours, working inside, standing, and sitting, no heavy lifting over 10 lbs.

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 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.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

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