Financial Associate

OUR COMPANY

Mercer Advisors is an industry leader in comprehensive life planning helping dentists optimize their practices and their lives.  We offer educational workshops, personal financial planning and investment management services, on-site consulting, and transition services to a growing client base of general dentists and specialists.  Our staff of over 250 in 9 offices from coast to coast includes expert financial planners, practice consultants, attorneys, analysts, and investment advisors who want to create a life of choices and freedom for each and every client.  Our financial planning services are on a non-commission, fee-for-service basis and are endorsed by dental associations across the country.  We currently have approximately $3.9 billion in assets under management.  For more information on our company, please visit www.merceradvisors.com. 

 

JOB DESCRIPTION

 

As a Financial Associate, you will assist the Strategic Advisor in servicing clients by implementing and administering the investment, client information, and on-going service processes. You will also take part in correspondence and maintaining the team's calendar.

 

REQUIREMENTS

•College Degree (Finance, Financial Planning, or Accounting degree preferred)
•1-2 years experience in a financial services atmosphere preferred
•Brokerage or financial services experience highly desirable
•Series 65, Series 7 or other similar licenses highly desirable
•Strong computer skills (i.e. Word, Excel, PowerPoint and Outlook)
•Excellent verbal and written communication skills

•Excellent telephone etiquette
•Detail oriented and excellent multi-tasking skills
•Excellent interpersonal and organizational skills
•Must work well in a team environment and present a professional demeanor
•Must be highly flexible, reliable, trustworthy, and absolutely confidential with all matters

 

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. 


TO APPLY

For immediate consideration, please send your resume and cover letter to Human Resources via email or fax.  Please reference job code TLM in your correspondence.

Email: jobs3@merceradvisors.com

Fax:  (805) 565-2698

 

Keywords:financial assistant, financial associate, investment associate, financial planning, financial planner, CFP, FPA, NAPFA, series 65, series 7, financial planning assistant, wealth management advisor, financial advisor