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Associate Wealth Advisor (Naples, FL)
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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 Associate Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and local office Wealth Management leadership to support the team’s region-wide business development and client service efforts.
Essential Job Functions for the Associate Wealth Advisor will include:
- Functioning as the primary trusted advisor to the firm's high net worth clients
- Ensuring retention of the firm’s clients as well as generating referrals
- Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
- Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
- Managing client communications and follow-up with clients’ other advisors
- Ensuring adherence to company standards of client care, meetings, referrals and retention
- Attending company workshops or lectures and speak to groups of potential clients when called upon
- Implementing company policies and procedures
- Other duties as needed
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Work Schedule: Business hours Monday through Friday.
Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
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
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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.
CCPA Notice at Collection
Ready to apply?
Apply to Mercer AdvisorsEbury helps ambitious businesses unlock global growth, and we take the same approach with our people. We encourage innovation and movement, collaboration and problem-solving, and foster an environment where everyone can feel they belong, are valued, supported and empowered to succeed.
If you’re a collaborator who wants to help transform how businesses operate globally, get in touch - we’d love to discuss how Ebury can accelerate your career so you can shape the future.
Head of Desk
Ebury Naples - Office based
Our Head of Desk (HoD) are the captains of our team, instrumental in ensuring a positive, supportive and motivational culture here at Ebury, maintaining and improving sales performance through the training, coaching and development of their people.
A HoD is a leader, someone who sets the standards high and inspires their teams to go beyond what they thought was possible. Someone who uses their experience and expertise to offer technical advice and their passion for people to energise and ignite performance on the sales floor.
This is a senior leadership role within our Front Office, and opens the door to country P&L leadership and regional directorship opportunities across our many geographies.
About the Job
With a track record of individual performance in FX Sales, you will thrive in a managerial role where you can achieve outstanding results as the leader of a team. A natural coach, you will enjoy sharing your experience and seeing your team develop as a result. In addition, you will have the ability to develop sales strategies and techniques based on client feedback and your knowledge of the market. You will be joining an established team and will benefit from a proven business model and support infrastructure.
- Lead a sales team in developing prospects, leading by example, coaching and mentoring your team. You will be responsible for developing their skills and helping them progress through their career.
- Pitching and closing deals with prospective clients, by phone and face to face meetings.
- Managing the customer relationship for new customers to ensure smooth on-boarding and first trades.
- Provide accurate forecasting of expected sales volume.
- Implement regional sales programs for sales action and training plans with your team and fellow Heads of Desk.
- Ensure adherence to company wide sales methodology and sales administration processes.
- Be involved in the recruitment, onboarding and training of new team members.
Why Join Us?
- Industry-leading basic salary and the opportunity to quickly increase your earnings through a transparent commission scheme.
- An impressive product suite including Trade Finance with more innovative and cutting edge products in development for launch later in 2022.
- Training and mentoring from some of the world’s most experienced and successful FX leaders.
- International development opportunities including attending global Sales Boot Camps.
- Career development opportunities and support to relocate and work abroad.
You…
- Have a track record of sales management within FX or other cross-border financial services (e.g. import lending, export lending, international payments and collections, cash management).
- Have Financial Services experience - a network would be an advantage.
- Possess first-class communication skills.
- Will have demonstrable ability to mentor, coach and develop people.
- Are a skilled negotiator, able to build and leverage relationships at senior levels within SME customers.
- Speak Italian on a native level and fluent in English.
Ready to launch your career with a global FinTech? Click the ‘Apply’ Today and discover your potential at Ebury!
You can also connect with me on LinkedIn - Helga Barros
#LI-HB1
#LI-ONSITE
About us
Ebury delivers sophisticated, integrated solutions — business accounts, hedging, and financing — on a single platform with a seamless workflow. Our success is built on a simple premise and singular purpose: To help businesses operate and scale globally.
Since its founding in 2009, Ebury has always been a fast-growing leader in fintech. Today, we bring together 1,800+ Eburians across nearly 70 cities and we’re always looking to add to our team.
At the heart of our offering is a proprietary platform, purpose-built to help businesses seamlessly streamline and manage global cash flow. We focus on continuous product evolution and innovation to build the infrastructure for borderless growth and help our clients scale at every stage.
The opportunities at Ebury are as diverse as our people, ranging from business development to engineering roles across our tech pillars.
We believe in inclusion. We stand against discrimination in all forms and are against the intolerance of differences that makes us a modern and successful organisation. At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story.
Ready to apply?
Apply to Ebury