Partner, Senior Wealth Advisor (Hybrid - Portland)

Partner, Senior Wealth Advisor Mercer Advisors has served families for 40 years, integrating financial planning, investment management, tax, estate, insurance, and more into a single team. We serve over 31,300 families in more than 90 cities and are ranked #1 RIA by Barron's.

Job Summary

The Partner, Senior Wealth Advisor works in a client‑focused, team‑centered environment under the direction of an Executive Managing Director to support region‑wide business development and client service efforts.

Essential Job Functions

• Manage a team of Wealth Advisors and Leaders
• Collaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influence
• Act as a senior community business development officer, generating new clients through referrals and direct outreach, especially UHNW prospects
• Identify and lead cultural integration of acquired wealth‑management practices
• Participate as a contributing member to regional and executive leadership teams through committees and strategic initiatives
• Education Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus.

Experience Fifteen plus years of job‑related experience.

Certifications Certified Financial Planner (CFP) designation; additional certifications such as Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC), or Series 65 considered.

• Job Skills 15+ years building relationships and mentoring/ managing wealth advisors; guiding advisors to realize their potential, building culture, evaluating performance, recruiting advisors, ensuring clear and consistent communication
• Direct experience as an advisor closing, onboarding, and serving higher AUM clients
• Track record of helping advisors grow practices in a client‑centric model, high‑touch client experience, high client retention
• Experience communicating the benefits of a wealth‑management platform to referral and M&A partners; strategizing growth, closing deals, telling the firm's story
• Negotiation experience involving listening, persuading, developing mutually beneficial solutions
• Strong knowledge and ability to present investment, finance, insurance, and tax planning concepts
• Excellent client focus; sales aptitude desired
• Continuous learning and quick adaptation
• Team player with humble, entrepreneurial, hardworking attitude and positive “can do” attitude
• Proficiency with MS Word, Excel, PowerPoint, Outlook; Salesforce and financial planning software preferred
• Technical and analytical training in financial planning
• Flexibility, versatility, multi‑priority management, delivery to tight deadlines
• Ability to work without close supervision and maintain confidentiality
• Travel up to 50% for client meetings, national trainings, and seminars
• Work Schedule Business hours Monday through Friday, with additional hours as required in an exempt and leadership role.

Working Conditions

Professional office environment. Standing and sitting at assigned workstation. Travel up to 50% for client needs or required trainings.

• Benefits Company‑paid basic life & AD&DD insurance
• Company‑paid short‑term and long‑term disability insurance
• Supplemental life & AD short‑term disability; accident; critical illness; hospital indemnity insurance
• Three medical plan offerings: two high‑deductible health plans and a traditional co‑pay medical plan
• Health Savings Account (HSA) with company contributions if enrolled in HDHPTwo comprehensive dental plans
• Vision insurance plan
• Dependent care savings account14 company‑paid holidays with full week off at Thanksgiving
• Generous paid time off for vacation and sick days
• Employee assistance plan
• Family medical leave
• Paid parental leave (6 weeks)
• Maternity benefits including company‑paid STD, supplemental STD, and parental leave
• Adoption assistance reimbursement program
• Company‑paid concierge services for spouses and loved ones401(k) retirement plan with traditional and Roth options and per‑pay‑period match
• Pet insurance
• Eligibility and EEO 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.
• We comply with all applicable federal, state, and local laws.
• We provide accommodations by email at People
• Team@Mercer
• Advisors.com.

Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA), Employee Polygraph Protection Act (EPPA),

Equal Employment Opportunity

(EEO).

Verification U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participates in E‑Verify.#J-18808-Ljbffr

Skills

• Accounting, Business Development, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Community Development, Computer Workstations, Consulting, Customer Experience, Customer Relations, Customer Support/Service, Dental Insurance, Economics, Entrepreneurship,

Equal Employment Opportunity

(EEO), Federal Laws and Regulations, Finance, Finance Software, Financial Planning, Financial Planning and Analysis (FP&A), Financial Services, Genetics, Health Plan, Hospital, Insurance, Investment Management, Leadership, Medical Assistance, Mentoring, Mergers and Acquisitions, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Onboarding, Presentation/Verbal Skills, Reimbursement, Rich Internet Application (RIA), Sales, Sales Closing Skills, Salesforce.com, Series 65, State Laws and Regulations, Tax Accounting, Tax Planning, Team Lead/Manager, Wealth Management, Willing to Travel

About the Company

Mercer Advisors