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Serve as primary advisor for 150-250 Wealth Path clients, onboard/transition new clients, support regional leadership as SME across investments, tax, estate, insurance and financial planning, present planning modules, manage client communications, meet retention and referral goals, and travel for client meetings and trainings.

The Wealth Advisor enhances client relationships and drives business growth by providing tailored financial solutions, ensuring compliance, and acting as a fiduciary.

The Wealth Advisor builds client relationships and provides comprehensive financial solutions, including planning, investments, and compliance, while acting as a fiduciary.

The Wealth Advisor functions as a primary advisor for clients, ensuring retention and onboarding, supporting financial planning, managing communications, and delivering presentations while working under management oversight.

Support advisors by preparing, updating, delivering, and implementing comprehensive financial plans using eMoney and portfolio tools. Perform portfolio and tax analysis, co-present planning recommendations, mentor junior planners, and improve processes to enhance client experience and retention. Collaborate across teams and provide both supervised and unsupervised financial planning advice.

Serve as a client-facing Relationship Manager I supporting Wealth Advisors by ensuring consistent service delivery, managing client workflows and touchpoints, resolving issues, tracking satisfaction and KPIs, supporting client retention and growth, and collaborating across planning, operations, and compliance to execute the advisory teams service model.

Lead the firm's annuity business as product owner: define strategy, manage product lifecycle and carrier relationships, drive advisor adoption, coordinate cross-functional integration, oversee due diligence and governance, develop advisor guidance, and optimize operational efficiency to grow annuity assets, revenue, and retirement income solution adoption.

Prepare and deliver income tax returns, projections, and analyses for high-net-worth individuals, trusts, and businesses. Communicate with clients, perform tax research, respond to notices, coordinate tax support staff, and stay current on tax law. Support wealth advisors and ensure timely, accurate tax services.

Lead Mercer Advisors' tax-to-wealth growth strategy, building scalable playbooks, marketing and enablement programs, and opportunity management processes to convert tax-only clients to comprehensive wealth management clients. Drive integration and activation of acquired tax practices, partner with Client Development and market leaders on pipeline, forecasting, and conversion, and own performance measurement, executive reporting, and program governance to grow revenue and AUM.

The Director, Targeted Acquisition leads the AI-driven marketing program, focusing on strategy, campaign execution, and enhancing client engagement through targeted outreach.