Partner, Senior Wealth Advisor (Hybrid - Portland)

Bachelor’s degree from an accredited institution (preferably in Business, Economics, Accounting, or Finance); Master’s degree a plus.

5–15 years of relevant experience in roles such as Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, or Certified Public Accountant.

Extensive experience in building relationships, mentoring, and managing Wealth Advisors, including:

Guiding advisors to achieve their potential.

Fostering a collaborative culture.

Medical, dental, and vision coverage

Life insurance

401(k) contributions

Health Savings Account (HSA)

Short- and long-term disability

The Partner, Sr. Wealth Advisor works in a client-focused, team-centered environment to support the team’s region-wide business development and client service efforts. The Partner, Sr. Wealth Advisor focuses on an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team allowing our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They are supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Essential Job Functions for this role include:

Lead and develop a high-performing team of Wealth Advisors

, fostering collaboration and accountability.

Demonstrate a clear, engaging leadership style