Job Description
The Sr. Director, Sr. Wealth Advisor I works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors to support the team’s region-wide business development and client service efforts. This leader will be responsible for North and South Carolina markets.
Essential Job Functions for the Sr. Director, Sr. Wealth Advisor I, 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
About Mercer Advisors
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team.