Financial Associate

Mercer Advisors currently has an exciting, fully salaried opportunity for a Financial Advisor in our Houston, TX office! As one of the largest independently-owned financial planning firms in the country, Mercer Advisors has over $3 billion in assets under management and is experiencing rapid growth nationwide. Endorsed by more than a dozen state dental and medical associations, we provide intelligently designed, fee-only investment, financial planning and practice profitability services for dental professionals.
The Financial Advisor will work in a client-focused, team-centered environment under the direct supervision of a Strategic Advisor to service the needs of the firm’s high net worth clients.
Job DescriptionMaintain and service existing client accounts.Assist the Strategic Advisor to analyze, draft, and implement comprehensive financial and investment plans.Assist the Strategic Advisor with client communications and follow-up with clients’ other advisors (CPAs, attorneys, etc.).Oversee investment operations and ensure timely follow-up through coordinating with the Financial Administrator regarding client requests, investment documentation, investment reports, and unusual investment situations.
REQUIREMENTS
College degree in business or related education (Finance or Accounting degrees preferred)3+ years experience in insurance, investment, or financial planning industryMust have or working toward Certified Financial Planner (CFP) certificationSeries 65 license preferredExcellent written, verbal, analytical, and quantitative abilitiesMS Excel, Word, Outlook and PowerPoint proficiencyProfessional demeanor that communicates integrity and sincerityOutstanding ability to learn quickly and efficientlyKnowledge of investments, finance, tax planning, or insurance

Mercer Advisors is committed to success through teamwork. We are an Equal Opportunity Employer offering a competitive salary and benefit package including 401(k), Health, Dental, and Vision Insurance, Tuition Reimbursement for work-related study, and financial planning services. Please visit our website www.merceradvisors.com for further details.

For immediate consideration, please send your cover letter and resume to Human Resources, via email at [Click here for email] or fax to (480) 471-5538. Please reference job code FADV in your correspondence.