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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.

Client-facing role ensuring consistent delivery of wealth management service standards. Partner with Wealth Advisors to manage workflows, client touchpoints, and practice operations; track satisfaction and retention metrics; resolve client issues; support business development and onboarding; and identify opportunities to deepen client relationships.

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.

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

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.

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.

Lead tax advisor for ultra-high-net-worth families, developing multi-year tax strategies, overseeing compliance and controversy matters, managing and mentoring a UHNW-focused tax team, coordinating with estate, investment, and outside advisors, and supporting new client development for complex family office engagements.

Lead a team of 13 financial planners producing prospect financial plans to drive new client acquisition. Manage capacity, workflow, KPIs, financial modeling, and reporting. Hire, train, mentor staff, implement process improvements and automation, collaborate with senior stakeholders, and serve as an individual CFP practitioner contributing to proposals and strategy.