wealth management consultant

Infosys

<div>Infosys is seeking a Capital Markets/Wealth Management Consultant -In this role, you will provide business, domain, and analytical expertise and coordinate day‑to‑day deliverables for Capital Markets and Wealth Management initiatives within an Agile delivery environment. You will work closely with business stakeholders, product owners, Scrum Masters, and technology teams to translate complex business needs into actionable requirements and data‑driven insights. You will have the opportunity to collaborate with some of the best talent in the industry to create innovative high quality and defect-free solutions to meet our clients&rsquo; business needs. You will be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued. 
 
Required Qualifications:<ul><li>
Bachelor&rsquo;s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.</li><li>
Candidate must be located within the commuting distance of Dallas, TX or Pennington or Jersey City, NJ or be willing to relocate to any of these locations. This position may require travel to project locations.</li><li>
Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time.</li><li>
At least 4 years of experience with Information Technology.</li><li>
Strong domain expertise in Capital Markets and/or Wealth Management.</li><li>
Proven experience working in Agile/Scrum environments, collaborating with Product Owners and development teams.</li><li>
Hands‑on experience in writing - Business Requirements Documents (BRDs), Functional Requirements Documents (FRDs), User Stories with clear acceptance criteria.</li><li>
Strong experience using SQL for data analysis, validation, and reconciliation across financial datasets.</li></ul>
Preferred Qualifications:<ul><li>
Experience in Capital Markets and/or Wealth Management.</li><li>
Experience working with wealth management platforms, OMS, PMS, CRM, or advisory tools.</li><li>
Knowledge of regulatory and compliance requirements (SEC, FINRA, MiFID II, AML/KYC).</li><li>
Business Analysis or Agile certifications (CBAP, PMI‑PBA, SAFe BA, CSM) are a plus.</li><li>
Proven experience working in Agile/Scrum environments, collaborating with Product Owners and development teams.</li><li>
Strong experience using SQL for data analysis, validation, and reconciliation across financial datasets.</li><li>
Proven ability to work effectively with cross-functional teams, including Front Office, Middle Office, and Operations</li><li>
Skilled in developing comprehensive business analysis documentation, including BRDs, functional flows, and test cases</li><li>
Ability to navigate JIRA and Confluence docs.</li><li>
Participation in agile development working model.</li><li>
Ability to work in team environment and client interfacing skills.</li><li>
Experience and desire to work in a Global delivery environment.</li><li>
Strong analytical, problem‑solving, and critical‑thinking skills.</li><li>
Excellent communication skills, with the ability to engage both technical and non‑technical stakeholders.</li></ul>
Estimated annual compensation range for candidate based in Jersey City, NJ will be Min - $82,493 to Max - $107,241 &amp; for Pennington, NJ will be Min - $76,145 to Max - $98,989. 
 
The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email or face to face. Travel may be required as per the job requirements.</div>

Capital Markets/Wealth Management Business Analyst

AllianceBernstein

<div>What You&rsquo;ll Do:
The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients&rsquo; inner circle, the Wealth Advisor intimately understands each client&rsquo;s values, lifestyle and philanthropic goals. They connect clients to the firm&rsquo;s vast planning and investing expertise, in a way that is customized, enabling them to make better, more informed wealth decisions. In doing so, the Bernstein Wealth Advisor enhances clients&rsquo; financial well-being while standing out among a crowded field.
What We&rsquo;re Looking For:
What makes Bernstein Advisors unique? Their backgrounds are as varied as our clients. Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. With diverse backgrounds, perspectives and broad networks, the most effective Advisors embody the following characteristics:<ul><li>
Entrepreneurial Spirit</li><li>
Intellectual Curiosity</li><li>
High Emotional Quotient (&quot;EQ&quot;)</li><li>
Determination and Relentless Drive for Success</li><li>
Spirit of Generosity in Working With and Within Their Community</li><li>
Excellent Interpersonal and Communication Skills</li><li>
Structure and Discipline</li></ul>
...and the following qualifications:<ul><li>
An existing network that can be continuously cultivated and expanded within the community</li><li>
Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and business advisors</li><li>
Comfortable interacting with individuals of significant wealth</li><li>
Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions</li><li>
Trustworthiness and personal integrity that is beyond reproach</li><li>
Strong academic credentials</li><li>
A passion for investing and for people</li></ul>
Who We Are:
Bernstein Private Wealth Management advises high-net-worth clients on planning for&mdash;and living with&mdash;the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources customized to clients&rsquo; values and needs.
Bernstein is distinguished among major wealth managers by its holistic approach, flexible process, innovative research, sophisticated modeling, and cutting-edge investment solutions. Our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.
Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with over 4,000 employees across 57 locations operating in 26 countries and jurisdictions. At AB our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.
Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!
What We Stand For:
TRUSTWORTHINESS&mdash;We are accountable. Integrity, transparency and reliability are core to our business model.
INNOVATION&mdash;We&rsquo;re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes.
TEAMWORK&mdash;We succeed together. An uncommonly collaborative culture helps us deliver exceptional personalized service.
EQUITY&mdash;We are committed to building a culture of diverse perspectives &ndash; one where all employees feel valued and are treated fairly.
COMMUNITY&mdash;We open doors. Leveraging our connections and mission aligned resources to build communities of likeminded individuals.
RESPONSIBILITY&ndash;We are responsible citizens. We empower our people to make a positive impact for our clients, society, and the world around us.
Our Market-Leading Training Program:
We do not take our success for granted. The firm&rsquo;s culture is deeply rooted in lifelong learning, innovation, inclusion and never settling for the status quo. Because our hiring profile is unique among our industry peers, we strive to recruit top decile professionals and provide them with the best-in-class training. Every Advisor completes our immersive 13-week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation of exponential success. The program is facilitated by the brightest minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and senior management. Training doesn&rsquo;t stop there. We support our advisors with continuing education and ongoing professional development throughout their careers.
For further important information about AllianceBernstein please click here http://www.alliancebernstein.com/disclaimer/email/discla
Stamford, Connecticut</div>

Bernstein Wealth Advisor

Goldman Sachs

<div>
 
 Job Description
 
 
 
 
 Wealth Management
 
 
 
 Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
 
 
 
 Personal Wealth (PW)
 
 
 
 Goldman Sachs Personal Wealth (PW) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PW Teams work with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Advisors deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax-efficient solutions, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
 
 
 Our Financial Analysts provide relationship management and support to PWM by monitoring portfolio holdings, analyzing asset allocations, researching potential investments, understanding financial market developments and trends, and executing trades while gaining a broad-based understanding of the asset management business. Additionally, analysts are responsible for the onboarding of client relationships, ensuring we meet our client's investment objectives, managing fraud, liquidity management, and ongoing relationship management.
 
 
 
 How You Will Fulfill Your Potential
 
 
 
 <ul>
 <li>
 Strategic Relationship Management: Collaborate intimately with Private Wealth Advisors to provide comprehensive support for relationship management and sophisticated investment processes, catering to the unique needs of high net worth and ultra-high net worth clients, family offices, university endowments, and nonprofits.
 </li>
 <li>
 Portfolio Oversight &amp; Optimization: Proactively monitor client portfolios, meticulously assessing manager performance, identifying strategic re-balancing opportunities, and recommending tactical investment ideas to optimize returns and manage risk effectively.
 </li>
 <li>
 Tailored Investment Strategy Development: Design and create bespoke asset allocation proposals for new clients, integrating a broad spectrum of managers, investment styles, and vehicles. Ensure these strategies align perfectly with client risk profiles, investment objectives, and the firm&rsquo;s strategic market views.
 </li>
 <li>
 Impactful Client Communication: Prepare compelling, client-facing materials that clearly depict asset allocation strategies, detailed portfolio and risk analytics, historical performance, and insightful economic and market reviews, enhancing client understanding and engagement.
 </li>
 <li>
 Rigorous Investment Due Diligence: Conduct thorough due diligence on both internal and third-party investment opportunities across public and private markets, ensuring all recommendations meet the highest standards of quality and suitability.
 </li>
 <li>
 Market Insight Synthesis &amp; Communication: Synthesize complex research material into clear, actionable insights and effectively communicate the firm's strategic views to clients, empowering informed decision-making.
 </li>
 <li>
 Business Development &amp; Growth: Actively support business development efforts by conducting in-depth research on qualified prospects and meticulously tracking relevant capital raises, contributing directly to the expansion of our client base.
 </li>
 <li>
 Trade Execution &amp; Market Access: Facilitate the execution of trades on behalf of clients across a diverse range of products, including equities, equity options, fixed income, and currencies, ensuring seamless market access and efficient transaction processing.
 </li>
 <li>
 Seamless Client Onboarding: Plan and meticulously manage the new account onboarding process, ensuring a smooth, efficient, and positive experience for new clients.
 </li>
 <li>
 Client Reporting &amp; Digital Engagement: Provide comprehensive overviews of client reporting capabilities and web functionalities to potential new clients, showcasing our commitment to transparency and cutting-edge digital solutions.
 
 
 </li>
 </ul>
 
 Skills &amp; Experience We Are Looking For
 
 
 
 We are seeking a highly driven and intellectually curious professional with a profound passion for financial markets and a commitment to delivering exceptional client service. The ideal candidate will thrive in a fast-paced, collaborative environment, bringing a blend of analytical rigor, strong communication, and commercial acumen.
 
 
 <ul>
 <li>
 Academic Foundation: Possess a bachelor&rsquo;s degree from an accredited institution, providing a strong analytical and conceptual foundation for a career in finance.
 </li>
 <li>
 Dynamic Environment Adaptability: Demonstrate a proven ability to excel in a fast-paced, high-pressure environment, maintaining clarity of thought and effectiveness under demanding circumstances.
 </li>
 <li>
 Market Acumen &amp; Investment Instinct: Exhibit a strong, demonstrable interest in the financial markets, coupled with sound investment sense and commercial instinct to identify opportunities and navigate complexities.
 </li>
 <li>
 Collaborative &amp; Agile Team Player: Possess the ability to effectively multi-task and seamlessly collaborate with numerous colleagues and desks across the Firm, fostering a cohesive and productive work environment.
 </li>
 <li>
 Exceptional Communication Skills: Command strong verbal and written communication skills, capable of articulating complex financial concepts clearly, concisely, and persuasively to diverse internal and external stakeholders.
 </li>
 <li>
 Organizational &amp; Interpersonal Excellence: Demonstrate strong organizational skills, meticulous attention to detail, and superior interpersonal abilities to build rapport and manage relationships effectively.
 </li>
 <li>
 Essential Certifications: Hold or be prepared to obtain within three months of employment the SIE, Series 3, 7, and 63 licenses, underscoring your commitment to regulatory compliance and foundational securities knowledge.
 
 
 </li>
 </ul>
 
 About Goldman Sachs
 
 
 
 At Goldman Sachs, we commit to our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
 
 
 We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
 
 
 We&rsquo;re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
 
 
 &copy; The Goldman Sachs Group, Inc. All rights reserved.
 
 
 Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
 
 
 
 Salary Range
 
 
 
 The expected base salary for this Seattle, Washington, United States-based position is $60000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
 
 
 
 Benefits
 
 
 
 Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here .
</div>

Asset & Wealth Management, Personal Wealth Financial Analyst - Seattle

James Investment Group

Financial Service AssociateLocation: Iowa City, IASalary Range: $60,000 - $80,000 commensurate with experience*Moving bonus available for non-local applicantsAbout Us:We are a team of progressive financial service professionals dedicated to delivering an exceptional client experience and giving back to our community. We pride ourselves on fostering a team-centered culture where collaboration, accountability and authenticity are essential. As a small business, we offer a dynamic work environment where responsibilities can evolve, providing ample opportunities for learning, growth and professional development.Position Overview: The Financial Service Associate will be responsible for supporting the lead Financial Advisor in a financial services practice. They will assist with documenting client meetings, fulfilling service requests, and managing correspondence while promoting operational efficiency across the organization as a whole.This position is a client-facing, salary-based role with opportunities for growth and no sales requirements. Start date is negotiable.The ideal candidate will be detail-oriented with exceptional organization, time management and communication skills. Financial Service industry experience is desired but not required.Key Responsibilities:&middot; Support senior staff managing email correspondence and responding to client requests&middot; Assist with client meeting preparation, generating agendas and forms in advance&middot; Conduct independent research to verify paperwork requirements, processes and procedures with both internal and external stakeholders&middot; Arrive prepared and on-time to participate in scheduled client meetings each day&middot; Document client interactions in CRM software in a timely manner, identifying and assigning follow-up tasks as needed&middot; Provide exceptional hospitality and customer service to all clients and visitors&middot; Assist clients with scheduling, technology, document delivery and cash management&middot; Collaborate with team members on various projects to achieve collective goals&middot; Adapt to changing roles and responsibilities as needed in a small business environment&middot; Go above and beyond to ensure client satisfaction and office efficiency, always maintaining confidentiality and discretionIdeal Candidates: &middot; Are accountable, detail-oriented, organized, responsible, and reliable&middot; Possess excellent communication skills and are comfortable in a client-facing role&middot; Are genuinely interested in helping others and putting client needs first&middot; Take ownership of tasks and see them through from beginning to end&middot; Enjoy problem solving, anticipating obstacles and planning ahead&middot; Have a proven track record making positive contributions to team environmentsRequired Qualifications:&middot; High School Diploma or G.E.D. Certificate&middot; 3-5 years professional experience in any industry&middot; 1-3 years in the financial service industry a related field, such as:<ul><li>Retail Banking, Insurance, Loan Processing</li><li>Wealth Management, Financial Analysis, Relationship Management</li><li>Retirement Plan Services, Pension/Benefit Administration</li><li>Financial Reporting, Regulatory &amp; Compliance, Corporate Finance</li><li>Bookkeeping, Tax Preparation</li></ul>Desired but not Required:&middot; Post-Secondary education in a related field of study, such as:<ul><li>Finance, Economics, Accounting</li><li>Financial Decision-Making, Personal Finance, Investment or Wealth Management</li></ul>&middot; Certifications:<ul><li>SIE / Series 7</li><li>Series 66 (63/65)</li><li>Life, Health and Long-Term Care Insurance licenses</li><li>Certified Financial Planning (CFP) or Chartered Financial Consultant (ChFC) Certifications</li></ul>Why Join Us?&middot; Competitive salary and benefits package.&middot; Opportunities for professional growth and development.&middot; Collaborative and inclusive work environment.&middot; Dynamic responsibilities that provide variety and learning opportunities.Additional Information:&middot; This is a full-time, on-site position with remote work opportunities available to accommodate inclement weather or illness.&middot; COVID-19 vaccination is mandatory for this position, subject to accommodations for health or religious reasons.&middot; Background check, fingerprinting, and disclosure of personal financial history, including a credit check, are required by our home office/broker-dealer.&middot; Clean U-4 and U-5 history is required for individuals with financial service industry experience.Pay: $60,000.00 - $80,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Financial planning services</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Paid training</li><li>Parental leave</li><li>Professional development assistance</li><li>Relocation assistance</li><li>Retirement plan</li><li>Vision insurance</li></ul>Education:<ul><li>High school or equivalent (Required)</li></ul>Experience:<ul><li>professional (any industry): 3 years (Required)</li><li>finance industry: 1 year (Preferred)</li></ul>License/Certification:<ul><li>Securities Industry Essentials (Preferred)</li><li>Series 7 (Preferred)</li><li>Series 66 (Preferred)</li><li>CFP (Preferred)</li><li>ChFC (Chartered Financial Consultant) (Preferred)</li></ul>Ability to Commute:<ul><li>Iowa City, IA 52245 (Required)</li></ul>Ability to Relocate:<ul><li>Iowa City, IA 52245: Relocate with an employer provided relocation package (Required)</li></ul>Work Location: In person

Financial Service Associate

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)

Back Yard Real Estate

Join a Top-Producing Team &amp; Earn What You Deserve[Location: Business Bay] | Full-Time | High-Commission Structure + Salary BasedCareer GrowthTired of mediocre leads, poor support, and small commissions? Ready to work with a manager who actually wants to help you succeed?We&rsquo;re building a high-performance real estate sales team &mdash; and we&rsquo;re looking for driven, hungry, and coachable agents who are ready to close more deals and build real wealth.⸻What You&rsquo;ll Get<ul><li>Qualified leads provided &ndash; no cold calling unless you want to</li><li>Hands-on coaching and real training that drives results</li><li>CRM &amp; Modern tools &amp; tech that actually work</li><li>High commission with Salary Based on closing</li></ul>⸻Who We&rsquo;re Looking For<ul><li>Has a Driving License and Own Car</li><li>Licensed Real Estate Agent (or actively pursuing license)</li><li>- 1-2 years of experience</li><li>- Town houses Area experts</li><li>- ⁠minimum of 10 live listings</li></ul>How to Apply:Interested candidates may send their CV to info@backyard.aeJob Type: Full-timeExperience:<ul><li>Property Consultant: 2 years (Secondary)</li></ul>License/Certification:<ul><li>Driver's License (Preferred)</li></ul>Job Type: Full-timePay: AED3,000.00 - AED4,000.00 per monthApplication Question(s):<ul><li>Do you have at least 10 active listings?</li><li>Which area are you focusing on?</li></ul>Work Location: In person

Property Consultant (Secondary)

Exit Factor

<div><h1 class="jobSectionHeader">Business Development Consultant &ndash; Lead Generator &amp; Community Connector (Eden Prairie, MN and surrounding area)</h1>
Exit Factor of Minnetonka is looking for a high‑energy Business Development Consultant who thrives on building relationships with small and mid‑sized business owners. This is a 1099 commission‑only role ideal for someone who loves networking, generating leads, and owning their income potential.
If you're motivated, great with people, and good at creating conversations that turn into opportunities, you will excel here.
<h1 class="jobSectionHeader">What You'll Do</h1>
<ul><li>Generate 20&ndash;30 qualified leads per month from local business owners</li><li>
Network with CPAs, lenders, wealth advisors, attorneys, and other referral partners</li><li>
Attend community events, business groups, networking functions, and owner meetups</li><li>
Conduct discovery conversations with business owners</li><li><ul><li>Close 3 or more Exit Assessments per month</li></ul></li><li>
Use our CRM to manage your pipeline and follow up efficiently</li><li>
Build your own market presence with full brand and marketing support from Exit Factor</li></ul>
<h1 class="jobSectionHeader">Why This Role Is Different</h1>
This is not a cold‑calling churn-and-burn sales job. Success is built through community connection, credibility, and strong business-owner relationships.
If you enjoy being out in the field, shaking hands, and becoming a trusted local advisor, this role gives you freedom, uncapped income, and real impact.
<h1 class="jobSectionHeader">Compensation</h1>
<ul><li>Commission Only: Earn the first $2,000 of every engagement you close</li><li><ul><li>Typical earnings: $80,000&ndash;$150,000+ per year</li></ul></li><li>
Unlimited upside &mdash; you keep what you close</li><li>
1099 contractor (full autonomy, flexible schedule)</li></ul>
<h1 class="jobSectionHeader">Ideal Candidate</h1>
We want someone who LOVES generating business-owner conversations.
You should have:
<ul><li>10+ years in B2B sales, business consulting, or relationship-based selling</li><li>
Proven ability to self‑generate leads (networking, referrals, partnerships, events)</li><li>
Strong communication and discovery skills</li><li>
Confidence and credibility with business owners</li><li>
Ability to work independently and manage your own pipeline</li><li>
Comfort with commission‑only compensation</li><li>
Entrepreneurial mindset and high personal accountability</li></ul>
Must live locally in the Eden Prairie, MN area.
<h1 class="jobSectionHeader">Training &amp; Support</h1>
<ul><li>Required Exit Factor Certification (West Palm Beach, FL)</li><li>
Ongoing sales coaching and skill development</li><li>
HubSpot CRM</li><li>
Marketing materials, scripts, and proven sales methodology</li><li>
Support from a national brand with a strong success model</li></ul>
<h1 class="jobSectionHeader">Schedule</h1>
<ul><li>Make your own schedule</li><li>
Attend networking events and business meetups as needed</li><li>
Ideal for people who prefer autonomy over office work</li></ul>
<h1 class="jobSectionHeader">About Exit Factor</h1>
Exit Factor provides business owners with clarity, strategy, and tools to increase the value of their businesses and prepare their business for a high‑value sale or transition. We help owners gain freedom, direction, and a strategic exit path. As a Business Development Consultant, you become a key connector in helping these owners unlock the next stage of their lives.</div>

Business Development Consultant

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