Associate Vice President (Westlake, TX)

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 Associate Vice President is responsible for supporting the organic growth of the organization. The successful candidate will be responsible for developing and maintaining relationships with our financial consultants and prospective clients, with the focus on driving sales momentum across the sales organization through seamless communication. The Associate Vice President plays a crucial role supporting our Senior Vice Presidents and will work in a client-focused, team-centered environment to support Referral Sales, Channel Sales and / or Direct Sales efforts. This role serves as a building block to Regional Vice President.

Key Responsibilities :

Schedule Meetings :

Follow Up with Prospects :

Manage the Pipeline :

Manage Meeting Notes and CRM :

Aid Local Mercer Vice Presidents and Wealth Advisors :

Handle the Hand-Off to Onboarding :

Schedule Events :

Required Knowledge, Skills, and Abilities :

Work Schedule : Position will include daytime and evening hours.

Working Conditions : Professional or home office environment. Traveling, standing and sitting.

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 :

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.