medical advisor

COA Holding Company

<div>
 
 Job Title:
 
 Medical Sales Advisor
 
 
 
 Location:
 
 Sheraton &ndash; Heliopolis
 
 
 
 Job Type:
 
 Full-time
 
 
 
 About COA
 
 
 
 At COA, we&rsquo;re dedicated to transforming healthcare through innovative partnerships and purposeful commercial strategies. We work across sectors to improve access, awareness, and adoption of health solutions that make a real difference in people's lives. As we grow, we&rsquo;re looking for passionate professionals who are eager to drive impact and help shape the future of healthcare delivery.
 
 
 
 Role Overview
 
 
 
 The Medical Sales Advisor is responsible for engaging with customers through structured calls to provide clear, accurate information about available medical services. This role ensures clients understand their options, addresses questions with professionalism, and guides them through the process of scheduling bookings. With a focus on clarity, service quality, and customer trust, the advisor plays a key role in supporting informed decision-making and enhancing the overall customer experience.
 
 
 
 Role Requirements
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Science, Agriculture, or any Medical-related field (e.g., Biotechnology, Nursing, Veterinary Medicine, etc.)
 </li>
 <li>
 Fluent in English (spoken &amp; written)
 </li>
 <li>
 Strong communication and interpersonal skills
 </li>
 <li>
 Sales experience is a plus
 </li>
 <li>
 Ability to explain medical information in a simple and clear way
 
 
 </li>
 </ul>
 
 What We Offer
 
 
 
 <ul>
 <li>
 Competitive salary and benefits package
 </li>
 <li>
 Opportunities for professional growth and development
 </li>
 <li>
 Supportive and collaborative work environment
 
 
 </li>
 </ul>
 
 Apply Now
 
 
 
 Send your CV to:
 
 Shams.elbeltagy@coaholding.com
 
</div>

Medical Sales Advisor

Transparent Risk Strategies, LLC

Prescription Advisor We are growing! The Prescription Advisor will play an integral role in communicating with our members, Third Party Administrators, physicians, pharmacies, and assistance programs to successfully coordinate the procurement of high-cost specialty medications through compassionate, empathetic and exceptional customer service.ESSENTIAL RESPONSIBILITIES:* Initiates outreach to members to gather necessary information regarding their high-cost specialty medication* Coordinates and prepares members files and patient assistance applications with our Third-Party Administrators, advocacy team, assistance programs and the member&rsquo;s provider.* Provides an analysis of all cost-effective options for each specialty medication* Ongoing communication with specialty pharmacies, local pharmacies, and mail order pharmacies to ensure members prescriptions have been received and processed* Monitors shipment of medications so the member has no disruption with their treatment* Understands the need to advocate for the member as well as the group insurance plan* Requests renewal information for members re-enrollment in the program* Completes calls and email inquiries and responds by providing an outstanding customer experience at all levels* Ensures accuracy, proper handling, and appropriate distribution of member and company documents* Participates and assists with processing members claims through internal claims system.*Assists with other tasks and projects as needed.EDUCATION &amp; EXPERIENCE:*Certified Pharmacy Technician* High school diploma or equivalent is required; college degree is preferred* Account management and/or customer service experience is preferred* Experience in prescription assistance programs is preferred* Experience in a retail or specialty pharmacy, healthcare industry or hospital environment, is requiredSKILLS &amp; ABILITIES:* Proficient in Microsoft Office 2010 (Outlook, Word, and Excel)* Excellent communication skills, including listening, speaking, and writing* Effective communication with members, physician offices, pharmacies and Third- Party Administrators* Computer literacy for correspondence, data entry, e-mail, Internet, spreadsheets and accessing data from company systems* Establishes priorities, works well independently and with a team, and proceeds with objective in a fast-paced environment* Detail oriented with the ability to multi-task effectively* Demonstrate our ValuesThese job tasks are representative of those required to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform these essential functions.Please include salary requirementsRemote work option is available for candidates who reside outside of the Dayton, OH areaJob Type: Full-timeBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: Remote

Prescription Advisor

Swixx BioPharma

<div>
 
 
 Job Opportunity: Medical Science Liaison &ndash; Gulf
 
 
 
 
 
 
 
 Location
 
 :
 
 UAE / Kuwait
 
 
 
 
 
 
 
 About the Role:
 
 
 
 
 Medical Science Liaison (Rare Diseases) &ndash; Gulf
 
 position responsible for providing scientific and medical leadership across the Gulf region (UAE, Kuwait, Qatar, Oman, &amp; Bahrain) for Swixx and its partner companies. The person acts as the key medical expert, supporting strategy, clinical development, reimbursement, KOL engagement, and patient-focused initiatives while ensuring full compliance with national and EU regulations. It requires strong medical expertise, cross-functional collaboration, and the ability to communicate effectively with healthcare professionals, regulators, and internal teams to drive high-quality, ethical medical activities.
 
 
 
 
 
 
 Essential Requirements
 
 
 
 
 Education
 
 
 <ul>
 <li>
 BS in pharmacy or Doctor of Pharmacy (PharmD), provided that applicant has sufficient work experience in medical affairs in pharmaceutical or biotech industry or other stakeholders
 </li>
 </ul>
 
 
 
 
 
 Experience &amp; Knowledge
 
 
 <ul>
 <li>
 Not less than
 
 2 years&rsquo; experience
 
 in medical department as MSL or medical advisor in GCC
 </li>
 <li>
 Previous experience in
 
 rare diseases
 
 </li>
 <li>
 Previous experience in
 
 Cardiology, Neurology, Endocrinology, Genetic metabolic is a plus
 
 </li>
 <li>
 In-depth knowledge of the healthcare system combined with strong insight into customer needs
 </li>
 </ul>
 
 
 
 
 
 Skills and abilities
 
 
 <ul>
 <li>
 Familiarity with industry standards, codes and relevant legislation, including regulatory requirements and standards
 </li>
 <li>
 High level of professionalism, ability and willingness to work effectively with multiple products, projects and partners in cross-functional team setting
 </li>
 <li>
 Excellent communication (verbal and written), presentation, and interpersonal skills
 </li>
 <li>
 Fluent in official national language of the country (Arabic) and English
 </li>
 <li>
 Readiness for traveling on business purposes
 </li>
 </ul>
 
 
 
 
 
 Responsibilities
 
 
 
 As
 
 Medical Science Liaison
 
 you will be providing medical leadership and insights to the cross-functional teams. You will orchestrate high quality medical activities in adherence to internal and external requirements.
 
 
 
 
 
 <ul>
 <li>
 Support in developing and implementing country medical plan in the territory as agreed with Partners and in alignment with global medical strategy.
 </li>
 <li>
 Support Swixx and its Partners' medical activities and providing medical insight to marketing and business development.
 </li>
 <li>
 Support cross-functional teams to always ensure patient-focused activities, including timely responses to specific internal and external requests to discuss specific situations and challenges and provide medical affairs support to all stakeholders.
 </li>
 <li>
 Effective cooperation and communication with Swixx corporate functions and its Partners.
 </li>
 <li>
 Keep Swixx and its Partners' high reputation.
 </li>
 <li>
 Provide medical strategic recommendations for pipeline and life cycle management programs.
 </li>
 <li>
 Develops relationships with relevant medical groups (e.g. hospitals, professional associations, patient advocacy groups) in support of Swixx and its Partners' objectives.
 </li>
 <li>
 Planning, designing and managing medical advisory boards and gather insight from regional/national advisory boards; Supporting international advisory boards.
 </li>
 <li>
 Review and approval of promotional and non-promotional materials and activities.
 </li>
 <li>
 Acting as country medical information function, ensure timely response to medical information inquiries, processing and tracking of requests, quality check of related documentation
 </li>
 <li>
 Provide appropriate and timely medical support to commercial team, in line with local standards and regulations.
 </li>
 <li>
 Defining the country&rsquo;s medical resource needs and providing input for medical budget planning, resource allocation and budget management.
 </li>
 <li>
 Identifying training needs with other functional leaders and ensuring implementation of training programs.
 </li>
 </ul>
 
 
 
 
 
 Why Join Us?
 
 
 
 
 
 <ul>
 <li>
 Work &amp; learn in customer-oriented &amp; dynamic, fast-paced environment
 </li>
 <li>
 Have opportunity to contribute to impactful projects
 </li>
 <li>
 Be part of team driven by a cause
 </li>
 <li>
 Gain experience in multinational fast-growing company
 </li>
 </ul>
 
 
 
 
 If this opportunity excites you, we invite you to apply!
 
 
 
 
 
 Submit your application to careers.mena@swixxbiopharma.com not later than 19 April 2026.
 
 
 
 
 
 Only short-listed candidates will be contacted. All applications will be treated with strict confidentiality in compliance with GDPR regulations.
 
 
 
 
 
 Should you apply for the vacant position by sending your CV and other relevant information, you agree that Swixx Biopharma will process your personal data for its recruitment purposes. Swixx Biopharma will not keep your personal data for a period longer than required to perform the recruitment process for a specific vacant position, unless you explicit consent to keep your personal data in our database. We will not contact your previous or current employer without your explicit consent. More information about candidates&rsquo; personal data processing can be found in www.swixxbiopharma.com
 
 
 
 
 
 
 About Swixx Biopharma
 
 
 
 Swixx Biopharma is a trusted commercial platform for international companies seeking an indirect operating model. We collaborate with some of the world&rsquo;s most innovative pharmaceutical and biopharma companies to ensure patients have access to cutting-edge medicines, regardless of where they live. By providing a full suite of pharma services, we offer the expertise and capabilities of a multinational firm while maintaining a market-specific approach. For over a decade, our dedicated team is striving to make a meaningful impact on healthcare across Central and Eastern Europe, CIS/Eurasia, MENAT, and LATAM. Throughout our journey, our company has received numerous industry and business awards and is certified on several ISO standards.
 
 
 
 
 
 Swixx&rsquo;s recently published ESG strategy underscores our dedication to ethical business practices, environmental responsibility, and social impact. We are equally committed to upholding labor and human rights and fostering a diverse, inclusive, and equitable workplace, where every team member is valued and empowered to thrive.
 
</div>

Medical Science Liaison – Gulf

<div>We manufacture and supply reliable, high-quality medicines and vaccines to meet patients&rsquo; needs and drive our performance. Our network of 37 medicines and vaccines manufacturing sites delivered 1.7 billion packs of medicines and 409 million vaccine doses in 2024 to help make a positive impact on the health of millions of people. Our supply chain is not just core to our operations; it&rsquo;s vital to bringing our innovations to patients as quickly, efficiently and effectively as possible. Technology is transforming how we manufacture medicines and vaccines, enabling us to increase the speed, quality and scale of product supply.We need the very best minds and capability to help us on our journey to make more complex products, harnessing the power of smart manufacturing technologies including robotics, digital solutions and artificial intelligence to deliver for patients.
Vaccines Medical Science Liaison 
 
Medical Scientific Liaison (MSL) field-based physicians and scientists with in-depth knowledge of Vaccines therapeutic area and related GSK vaccines who will be responsible for identifying and developing a deep relationship with medical experts and community physicians in their responsible region, insight gathering, pipeline review with HCPs, identifying Investigators and sites for clinical trial participation, recruitment for clinical trials. The role of the MSL is to provide a field-based medical service that puts the patient&rsquo;s needs at the center of everything, building trust with healthcare professionals &amp; use a two-way scientific dialogue to understand HCP needs and provide appropriate solutions in line with the GSK defined HCP engagement model.
Responsibilities:
This role will provide YOU the opportunity to lead key activities to progress YOUR career. These responsibilities include some of the following:
<ul><li>Identify and engage the external community appropriately in robust scientific dialogue that generates insight and advances scientific and medical understanding as well as secure advice to inform the development of products of value, for the benefit of patients/ consumers.
</li></ul>-Initiate introductory meetings to introduce yourself, your role and start to uncover HCP needs. Agree upfront the frequency of interaction with each HCP and their specific information needs and interests- deliver a tailored customer service
<ul><li>Engage in scientific dialogue aligned with Medical Plan &amp; HCP needs
</li></ul><ul><li>Identify, consolidate and communicate key insights and subsequently contribute to the translation of these insights into executable and innovative Medical Affairs strategies and plans that clearly define the value of our vaccines / products to our customers.
</li></ul><ul><li>Establish and maintain a compliant, supportive partnership with sales team and other counterparts within the commercial organization.
</li></ul><ul><li>Attend scientific seminars, congresses, courses and meetings within and outside the company
</li></ul><ul><li>Provide business with regular updates on insights/opportunities.
</li></ul><ul><li>Follow external facing activity measures including HCP feedback on interactions.
</li></ul><ul><li>Report spontaneous and clinical trial adverse events related to GSK products.
</li></ul>Why You?
Basic Qualification
We are seeking professionals with the following required skills and qualifications to help us achieve our goals
<ul><li>Have a university degree in medicine (MD)
</li></ul><ul><li>Previous experience as an MSL/ Medical Advisor/ Medical Manager (Vaccines, Cardiology or Endocrinology)
</li></ul><ul><li>Fluent written and spoken Turkish and very good command of written and spoken English
</li></ul><ul><li>Proficiency in MS Office Applications
</li></ul><ul><li>Excellent communication and presentation skills
</li></ul><ul><li>Understanding of Pharmaceutical ethics and governance; and a clear understanding of pharmaceutical compliance policies and procedures
</li></ul><ul><li>Planning and organization
</li></ul><ul><li>Time management
</li></ul><ul><li>Priority setting
</li></ul>Working model
This role is field-based with a hybrid working approach. You will spend regular time in the field meeting healthcare professionals and work from home or local GSK offices as required. Travel across your territory will be required.
What we offer
You will have the chance to grow your medical career, influence patient-focused strategies, and work with talented colleagues across functions. You will make meaningful contributions to medical knowledge and to GSK&rsquo;s mission of uniting science, technology and talent to get ahead of disease together.
How to apply
If this role speaks to you, please submit your CV and a brief cover letter explaining why you are interested. We look forward to learning how your skills and passion can help us get ahead of disease together.
Why GSK?
You will join a team focused on patient outcomes and scientific excellence. You will have development opportunities and access to global expertise. You will work in a supportive environment that values inclusion, respect and open feedback. If you are ready to use your clinical knowledge and relationship skills to make a difference, please apply today. We welcome applicants from all backgrounds.
GSK is an Equal Opportunity Employer. This ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), military service or any basis prohibited under federal, state or local law. #LI-Remote 
 
Why GSK?
Uniting science, technology and talent to get ahead of disease together.
GSK is a global biopharma company with a purpose to unite science, technology and talent to get ahead of disease together. We aim to positively impact the health of 2.5 billion people by the end of the decade, as a successful, growing company where people can thrive. We get ahead of disease by preventing and treating it with innovation in specialty medicines and vaccines. We focus on four therapeutic areas: respiratory, immunology and inflammation; oncology; HIV; and infectious diseases &ndash; to impact health at scale.
People and patients around the world count on the medicines and vaccines we make, so we&rsquo;re committed to creating an environment where our people can thrive and focus on what matters most. Our culture of being ambitious for patients, accountable for impact and doing the right thing is the foundation for how, together, we deliver for patients, shareholders and our people.
As an Inclusive employer, we encourage you to reach out if you need any adjustments during the recruitment process. Please contact our Recruitment Team at tr.recruitment-adjustments@gsk.com to discuss your needs.
Please note should your enquiry not relate to adjustments; we will not be able to support you through these channels
GSK is an Equal Opportunity Employer. This ensures that all qualified applicants will receive equal consideration for employment without regard to race, colour, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), military service or any basis prohibited under federal, state or local law.
Important notice to Employment businesses/ Agencies
GSK does not accept referrals from employment businesses and/or employment agencies in respect of the vacancies posted on this site. All employment businesses/agencies are required to contact GSK's commercial and general procurement/human resources department to obtain prior written authorization before referring any candidates to GSK. The obtaining of prior written authorization is a condition precedent to any agreement (verbal or written) between the employment business/ agency and GSK. In the absence of such written authorization being obtained any actions undertaken by the employment business/agency shall be deemed to have been performed without the consent or contractual agreement of GSK. GSK shall therefore not be liable for any fees arising from such actions or any fees arising from any referrals by employment businesses/agencies in respect of the vacancies posted on this site.
Please note that if you are a US Licensed Healthcare Professional or Healthcare Professional as defined by the laws of the state issuing your license, GSK may be required to capture and report expenses GSK incurs, on your behalf, in the event you are afforded an interview for employment. This capture of applicable transfers of value is necessary to ensure GSK&rsquo;s compliance to all federal and state US Transparency requirements. For more information, please visit the Centers for Medicare and Medicaid Services (CMS) website at https://openpaymentsdata.cms.gov/</div>

Vaccines Medical Scientific Liaison

BlueDot Cares

<div>Senior Care Advisor &mdash; Chapel Hill / Durham
Base + Commission | $85,000&ndash;$120,000 OTE
BlueDot Cares is launching in Chapel Hill and Durham, and we're hiring our founding Senior Care Advisor to build the home care market. This is a B2B healthcare sales role for someone who loves being out in the field, building referral relationships with hospitals, SNFs, ALFs, and physicians, and closing families on home care services.
The Role
You own the home care pipeline in Chapel Hill / Durham. Build a portfolio of 75+ referral relationships through disciplined daily field activity. Conduct discovery calls and in-home assessments with families. Close new home care clients. Partner with the Home Care Director and Senior Placement Advisor to grow the territory.
What You'll Do<ul><li>10&ndash;15 in-person sales calls per day. Non-negotiable. Hospitals, SNFs, ALFs, ILFs, home health, hospice, physicians, geriatric care managers, elder law attorneys.</li><li>Execute the 52 Weeks Marketing System: weekly routes, monthly themes, consistent follow-up.</li><li>Conduct discovery calls and in-home assessments with families.</li><li>Close new home care clients.</li><li>Partner with the Home Care Director and Senior Placement Advisor on territory growth.</li><li>Sell and educate on the GUIDE Dementia Program &mdash; our key competitive edge.</li></ul>
What You Bring<ul><li>3+ years of B2B sales experience, ideally in healthcare, home care, home health, hospice, or medical sales.</li><li>Hunter mentality. Proven track record of building referral-based pipelines and closing.</li><li>Relationship-driven. You earn trust.</li><li>Ownership mindset. You run the territory like it's your business.</li><li>Valid driver's license and reliable vehicle.</li></ul>
Compensation<ul><li>Base salary: $55,000</li><li>Uncapped commission &mdash; $85,000&ndash;$120,000 OTE fully ramped</li><li>Car allowance, mileage, and benefits (business calls via Dialpad app on personal phone &mdash; no company phone provided)</li></ul>
Why BlueDot<ul><li>Dementia care leader &mdash; GUIDE Program + essentiALZ-certified caregivers set us apart.</li><li>Founding advisor in a brand new market &mdash; you build it.</li><li>Systems-driven sales culture. Proven playbook, not a territory and a wish list.</li><li>Scaling from 1 to 100 markets. Get in early.</li></ul>
To Apply
Apply through the Workable portal. Three short screening questions. Strong applicants will hear back within 48 hours.</div>

Senior Care Advisor (B2B Healthcare Sales)

Mercer Advisors

<div><div>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.
<ul><li>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 &ndash; 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.</li></ul></div> 
Job Summary:

The Associate Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. The role supports a Senior Wealth Advisor and an existing book of business and is designed to be developmental for the Associate while providing leverage to the Senior Wealth Advisor.

Unlike other firms, Mercer has a dedicated Sales team so that 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're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. 

Key Responsibilities and Duties
<ul>
<li>Anticipates the Senior Advisor's needs, manages pre- and post-meeting deliverables, and helps to prioritize workflow to maximize the Senior Advisor's capacity for client growth.</li>
<li>Prepares for, participates in, and follows up after client meetings to ensure a seamless, high-touch client experience.</li>
<li>Participates in the development of financial solutions to clients, utilizing interpersonal communication and relationship building skills to gather information and share results with clients as needed.</li>
<li>Understands and deploys Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients.</li>
<li>Actively builds technical, relational, and advisor capabilities with the expectation of increased client ownership (in coordination with the Senior Wealth Advisor) and responsibility over time.</li>
<li>Ensures adherence to compliance and regulatory policies as well as company standards of client care</li>
<li>Acts as a fiduciary, placing client interests and outcomes first</li>
</ul>
Required Knowledge, Skills and Abilities:

Education:
<ul>
<li>Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus</li>
</ul>
Experience:
<ul>
<li>At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)</li>
</ul>
Certifications/Licenses:
<ul>
<li>Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).</li>
<li>Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)</li>
</ul>
Skills &amp; Competencies:
<ul>
<li>Advanced knowledge of the industry, financial products, and financial planning concepts</li>
<li>Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients</li>
<li>Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients</li>
<li>Experience utilizing financial planning software</li>
<li>Expert at collaboration and willing to help others</li>
<li>Sales aptitude and experience is preferred</li>
<li>An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment</li>
</ul><ul><li>Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews</li>
<li>Comprehensive understanding of compliance requirements</li>
<li>Ability to travel up to 20% as required for client meetings, company training, etc.</li>
</ul>
Location: This is a Hybrid position with a strong preference for candidates to be located in Seattle, WA or Scottsdale, AZ.

Work Schedule: Business hours Monday through Friday. Will occasionally be expected to adjust work schedule to mirror that of the Senior Wealth Advisor to effectively serve client's needs.

Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting.<div>
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:
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD&amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Kaiser Medical plans available in California</li>
<li>Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays including a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (8 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option</li>
<li>Pet Insurance</li>
</ul>
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. 
CCPA Notice at Collection</div></div>

Associate Wealth Advisor (Pacific Time Zone)

Hightower Advisors

Your Future Team
 Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management.
 
Characteristics you will need for this role: 
<ul>
<li>Adaptable. You are comfortable working in a fast-paced environment and can adapt to change.</li>
<li>Agile. You maintain composure and remain positive under pressure even in complex situations.</li>
<li>Team player. You love collaborating and sharing ideas. You trust your teammates, and support as needed.</li>
<li>Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues.</li>
<li>Organized. You create clear and logical processes to support your work and that of the organization.</li>
</ul>
Job Summary
 We're searching for a Paraplanner to join our team. You will be responsible for data gathering and preparation of planning documents required to gain familiarity of clients’ overall financial situation. You will provide technical support to Wealth Advisors for financial planning meetings and keeping plans current. You will report to the Wealth Advisors.
 
What You’ll Do
 <ul>
<li>Gather, organize and assess client or prospect data including financial statements, tax returns, estate planning documents, insurance policies and other information needed to develop a financial plan. Summarize / communicate information to the Wealth Advisor.</li>
<li>Assist Wealth Advisor with preparing client financial plans, financial scenarios and presentations.</li>
<li>Attend client meetings. Prepare notes after client meetings and complete assigned tasks, depending on complexity.</li>
<li>Assign, monitor and complete tasks in CRM.</li>
<li>Assist clients with questions, requests and/or issues related to various financial planning and investment topics.</li>
<li>Assist in analysis of clients outside holdings.</li>
<li>Gather information, prepare and follow up on updated net worth summaries and other financial information.</li>
<li>Request, scan and electronically file client tax returns and update CRM for advisor review.</li>
<li>Assist with documenting policies and procedures for the development of financial plans and other related workflows.</li>
<li>Compose and prepare correspondence and client documents, including spreadsheets and reports as required.</li>
<li>Communicate and collaborate with clients’ professional contacts, i.e. CPAs, attorneys, insurance agents, etc.</li>
<li>Assist Wealth Advisor in monitoring clients’ portfolios.</li>
</ul>
Required Skills
 <ul>
<li>Interpersonal, listening and written/verbal communication skills.</li>
<li>Must be organized, analytical, able to multi-task and proactively research and solve problems.</li>
<li>Able to work independently and establish priorities.</li>
<li>Proficiency in Word, Excel, CRM and Outlook.</li>
<li>Working knowledge of a variety of investment tools.</li>
<li>Excellent follow-through and communication to team members regarding status of open items.</li>
<li>Able to work with the highest standards of confidentiality and ethics.</li>
<li>Team player, able to work well with all levels of the practice, and clients.</li>
</ul>
What You’ll Bring
 <ul>
<li>Bachelor’s Degree</li>
<li>Two or more years of experience in a similar position</li>
<li>Series 65 license, other licenses may be required over time</li>
<li>Must be willing to increase knowledge of the industry through continuing education</li>
</ul>
What We Offer
 <ul>
<li>Annual base salary range of $65,000-$80,000 based on qualifications and experience, plus discretionary bonus</li>
<li>Coverage on the first day of employment for medical, dental, and vision insurance</li>
<li>Flexible PTO plan</li>
<li>401k matching plan</li>
</ul>
AN EQUAL OPPORTUNITY EMPLOYER: Natoma Wealth is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
 
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Paraplanner - Natoma Wealth

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