Wealth Advisor (Green Bay, WI)

🏢 Summary: Client-facing Wealth Advisor role managing and growing a book of 150–250 clients, delivering comprehensive financial planning and investment guidance within a team-based environment. The position focuses on client retention, onboarding new clients, asset growth, and presenting financial planning modules across investments, tax, estate, and insurance. Offers competitive base salary, bonus potential, and a comprehensive benefits package. 🗂️ Requirements: Bachelor’s degree (Business, Economics, Accounting, Finance or related), 5–25 years of relevant financial advisory experience, Certified Financial Planner (CFP) designation, Advanced knowledge of financial planning concepts and financial products, Experience managing client relationships and investment portfolios, Ability to generate and review performance reports, Proficiency with Microsoft Office suite, Ability to travel up to 50% 📃 Skills: FinancialPlanning, Investments, TaxPlanning, EstatePlanning, Insurance, AssetAllocation, PortfolioAnalysis, Salesforce, MicrosoftOffice, Excel, PowerPoint, Outlook, Docusign, FinancialPlanningSoftware 🏢 Description: Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of the firm's leadership to support region-wide business development and client service efforts. Essential Job Functions: - Function as the primary trusted advisor to a book of 150–250 Wealth Path clients - Ensure client retention and bring in additional assets to transition clients into Custom Wealth - Onboard or transition 10–50 new clients annually to build a book of up to 250 clients - Support Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and financial planning - Analyze, draft, edit, deliver, and present financial planning modules to clients - Manage client communications and coordinate with clients' other advisors - Ensure adherence to company standards of client care, annual meetings, referrals, and retention - Attend workshops or lectures and speak to potential clients when required - Implement company policies and procedures Required Knowledge, Skills and Abilities: Education: - Bachelor’s degree from an accredited institution (Business, Economics, Accounting, Finance preferred); Master’s degree a plus Experience: - Five to twenty-five years of job-related experience Certifications: - Certified Financial Planner (CFP) designation required - Additional certifications such as ChFC, PFS, CFA, or CIC considered Job Skills: - Strong knowledge of investment, finance, insurance, and tax planning concepts - Technical and analytical training in financial planning - Ability to generate and review performance reports and present recommendations - Advanced knowledge of financial planning software and comparison tools - Strong understanding of investments, asset allocation, and portfolio analysis - Expert use of Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, and Docusign - Comprehensive understanding of compliance requirements - Ability to manage multiple priorities and work independently - Ability to travel up to 50% for client meetings and trainings Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment; standing and sitting at assigned workstation. Travel up to 50% for client needs and trainings. Compensation and Benefits: Annual base salary range of $85,000–$145,000 USD, plus eligibility for annual bonus and incentive compensation. Comprehensive benefits package includes: - Medical, dental, and vision coverage - Life and AD&D insurance - Short- and long-term disability insurance - 401(k) retirement plan with Traditional and Roth options and employer match - Health Savings Account (HSA) with company contributions - Paid holidays (including a full week at Thanksgiving) and generous PTO - Paid parental leave and family medical leave - Adoption assistance reimbursement - Employee Assistance Plan - Dependent Care Savings Account - Pet insurance - Personalized financial planning at preferred employee pricing

🏢 Summary: Client-facing Wealth Advisor role managing a portfolio of 150–250 clients, delivering comprehensive financial planning and investment guidance, and supporting regional business development. The position involves onboarding new clients, performing portfolio analysis, presenting financial plans, and collaborating with senior leadership. Requires strong expertise in financial planning concepts, investment analysis, and financial technology platforms. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 5–25 years of relevant financial advisory experience, Certified Financial Planner (CFP) designation, Advanced knowledge of financial planning, investments, tax, insurance, and estate planning, Experience generating and reviewing performance reports, Proficiency with Microsoft Office tools, Experience with Salesforce and financial planning software, Ability to travel up to 50% 📃 Skills: FinancialPlanning, Investments, AssetAllocation, PortfolioAnalysis, InvestmentResearch, TaxPlanning, EstatePlanning, InsurancePlanning, Salesforce, MicrosoftOffice, Excel, PowerPoint, Outlook, Docusign, FinancialPlanningSoftware, PerformanceReporting 🏢 Description: Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: - Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients - Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth - Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients - Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning - Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients - Managing client communications and follow-up with clients' other advisors - Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention - Attending company workshops or lectures and speak to groups of potential clients when called upon - Implementing company policies and procedure - Other duties as needed Required Knowledge, Skills and Abilities: Education: - Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: - Five to twenty-five years of job-related experience Certifications: - Certified Financial Planner (CFP) designation - Additional certifications such as ChFC, PFS, CFA or CIC considered Job Skills: - Strong knowledge of investment, finance, insurance, and tax planning concepts - Technical and analytical training and experience in financial planning - Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred - Ability to generate and review performance reports and present recommendations - Ability to manage multiple priorities and deliver to tight deadlines - Ability to work without close supervision - Ability to travel up to 50% for client meetings and trainings Competencies: Business & Technological Knowledge: - Advanced knowledge of financial products and financial planning concepts - Strong understanding of investments and asset allocation - Perform asset allocation and analysis for portfolio reviews and investment research - Prepare reports to illustrate trends and risks of investment opportunities - Expert use of Core Technology (Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, Docusign) - Comprehensive understanding of compliance requirements Client Focus & Accountability: - Assist in development of materials for client meetings and follow-ups - Support business development activities - Ensure work quality and timely delivery Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Travel up to 50% of the time for client needs and trainings. Compensation and Benefits: - Annualized base salary range: $85,000—$145,000 USD - Eligible for annual bonus and incentive compensation - Medical, dental, and vision coverage - Life insurance - 401(k) contributions - Health Savings Account (HSA) - Short- and long-term disability - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental insurance options - Three Cigna medical plans and Kaiser plans in California - Dental and Vision plans - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Wealth Advisor role focused on managing and growing relationships with affluent clients through comprehensive financial planning, investment guidance, and fiduciary advisory services. The position leverages in-house experts across tax, estate, and portfolio management while allowing advisors to focus primarily on client needs and retention. Hybrid work schedule with competitive compensation, benefits, and growth opportunities. 🗂️ Requirements: Bachelor's degree in Business, Economics, Accounting, Finance or related field, 7-10 years of financial advisory or related experience, CFP certification or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license or qualifying exemption, Experience with financial planning software, Knowledge of financial planning, investments, tax, and portfolio analysis, Understanding of compliance and regulatory requirements, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, Finance, Investments, Tax, Estate, Portfolio, AssetAllocation, Compliance, FinancialPlanning, Insurance 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. The role allows advisors to focus exclusively on clients while utilizing advanced knowledge of financial planning and investments to diagnose client needs and propose tailored solutions. Advisors are supported by a technology platform and experts in portfolio management, financial planning, tax, estate planning, and related services. Key Responsibilities and Duties - Partner with affluent clients to identify financial goals, analyze financial situations, and develop recommendations aligned with defined objectives - Communicate complex financial solutions using strong relationship-building and interpersonal skills - Ensure client retention through meaningful long-term relationships and implementation of appropriate financial solutions - Leverage solutions including tax, estate planning, insurance, and related services to provide comprehensive client offerings - Ensure adherence to compliance and regulatory policies and company standards of client care - Act as a fiduciary, placing client interests and outcomes first Required Knowledge, Skills and Abilities Education: - Bachelor's degree from an accredited institution preferred in Business, Economics, Accounting, or Finance - Master's degree is a plus Experience: - 7-10 years of related experience as an Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, or Certified Public Accountant Certifications/Licenses: - Certified Financial Planner (CFP) designation required or equivalent designation including ChFC, PFS, CFA, or CIC - Series 65 required unless exempt through qualifying designation in applicable states Skills & Competencies: - Advanced knowledge of the industry, financial products, and financial planning concepts - Ability to present investment, finance, and tax planning solutions effectively to clients - Knowledge of the economic landscape and its impact on clients and the firm - Experience utilizing financial planning software - Strong collaboration skills - Sales aptitude and entrepreneurial mindset preferred - Understanding of investments, ISG, asset allocation, and portfolio analysis - Comprehensive understanding of compliance requirements - Ability to travel up to 20% for client meetings and training Work Schedule: - Business hours Monday through Friday Working Conditions: - Hybrid schedule with remote and office work in a professional office environment - Standing and sitting with assigned workstation Compensation: - Total expected cash compensation range: $170,000 - $210,000 USD Benefits: - Company-paid life and disability insurance - Supplemental insurance options - Medical, dental, and vision plans - Health Savings Account with company contributions - Dependent care savings account - 14 company-paid holidays including a full week off at Thanksgiving - Generous paid time off program - Employee Assistance Plan - Family Medical Leave - Paid parental leave - Adoption assistance reimbursement - Concierge services for caregiving and personal support - 401(k) retirement plan with company match - Pet insurance - Personalized financial planning services at preferred employee pricing

🏢 Summary: Wealth Advisor role focused on managing and growing relationships with affluent clients through comprehensive financial planning, investment guidance, and fiduciary advisory services. The position leverages in-house experts across tax, estate planning, insurance, and portfolio management while using financial planning technology to deliver tailored solutions. Hybrid work schedule with competitive compensation, bonus potential, and extensive employee benefits. 🗂️ Requirements: Bachelor's degree in Business, Economics, Accounting, Finance or related field, 7-10 years of financial advisory or related experience, CFP certification or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license or qualifying exemption, Experience with financial planning software, Advanced knowledge of financial planning, investments, and financial products, Understanding of compliance and regulatory requirements, Ability to perform asset allocation and portfolio analysis, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, Finance, Investments, Tax, Estate, Insurance, Portfolio, AssetAllocation, Compliance, PlanningSoftware 🏢 Description: Job Summary: The 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. 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 - Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. - Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. - Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions. - Leverages broad solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to clients. - Ensures adherence to compliance and regulatory policies as well as company standards of client care. - Acts as a fiduciary, placing client interests and outcomes first. Required Knowledge, Skills and Abilities Education: - Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related) - Master's degree a plus Experience: - 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: - Certified Financial Planner (CFP) designation required - Acceptable alternatives: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC) - Series 65 required unless exempt in applicable states Skills & Competencies: - Advanced knowledge of the industry, financial products, and financial planning concepts - Superior communication skills with the ability to present investment, finance, and tax planning solutions - Advanced knowledge of the economic landscape and its impact on clients - Experience utilizing financial planning software - Strong collaboration skills - Sales aptitude and experience preferred - Entrepreneurial mindset with positive attitude - Strong understanding of investments and ability to perform asset allocation and portfolio reviews - Comprehensive understanding of compliance requirements - Ability to travel up to 20% for client meetings and training Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Compensation: Total expected cash compensation range: $170,000—$210,000 USD. Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental insurance options - Multiple medical plans including HDHP and co-pay plans - Health Savings Account (HSA) with company contributions - Dental and Vision plans - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify.

🏢 Summary: Entry-level Financial Planner role within a centralized Financial Planning Group, responsible for preparing comprehensive financial plans and analyses to support Wealth Management Teams. The position focuses on document analysis, data management, and use of financial planning software to deliver customized client plans. Ideal for candidates beginning their CFP® path and seeking to build technical expertise in financial planning. 🗂️ Requirements: Bachelor’s degree (Financial Planning, Business, Economics, Psychology, Finance or related), CFP® coursework started, Proficiency in MS Word, Excel, PowerPoint, Outlook, Experience with Salesforce and financial planning software, Strong analytical and organizational skills, Ability to manage multiple priorities and meet deadlines, Customer service orientation, Ability to travel up to 10%, Availability during standard business hours 📃 Skills: Excel, Word, PowerPoint, Outlook, Salesforce, eMoney, Morningstar, SS Analyzer, CRM, portfolio analysis, tax planning 🏢 Description: Job Summary: Financial planning is the foundation of the organization. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning. Essential Job Functions: - Prepare financial plans for prospective clients and existing clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis. - Work with the sales team and advisors to collect documents from clients to prepare the financial plan. - Use financial planning tools (eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients. - Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness. - Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations. - Keep current on financial planning topics including cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. - Assist with creating and implementation of workflows and procedures to improve efficiency and enhance team processes. Required Knowledge, Skills and Abilities: - Bachelor’s degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related). - Has begun CFP® coursework. - At least 1 year of financial industry related experience preferred. - Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred. - Excellent verbal, written, analytical and organizational skills. - Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment. - Customer service orientation, coachable, and eager to learn. - Highly flexible and able to maintain confidentiality. - Ability to travel up to 10%. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel up to 10% of the time. Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options and per pay period match - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Senior accounting advisory role focused on controllership, financial reporting, ERP systems, and operational finance support for public and private companies, including PE-backed organizations. The position combines client delivery, team leadership, process optimization, and technology-enabled transformation with exposure to SEC reporting, audits, and AI-driven automation. 🗂️ Requirements: 8+ years in advisory and controllership roles, 2+ years of hands-on controllership experience, Experience with PE-backed or middle-market organizations, Bachelor’s degree in Accounting, Finance, or related field, Experience with ERP systems and financial tools, Ability to leverage AI and automation in accounting processes, Experience with SEC reporting and financial compliance, Willingness to travel up to 40% domestically, Ability to work in a hybrid office environment 📃 Skills: NetSuite, Sage, Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, ERP, AI, Accounting, Finance, Forecasting, Reporting, Auditing 🏢 Description: By joining the rapidly growing Accounting Advisory practice, you will serve as a trusted partner to clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. The work spans both public and private companies, with significant exposure to Private Equity–backed portfolio companies. As an Associate Director, you will be responsible for a mix of client delivery, leading teams and developing junior team members, and contributing to business development initiatives. Quick Facts - Hybrid work environment - Domestic travel up to 40% - Compensation range: $124,500 - $260,000 per year plus annual bonus and benefits What You'll Do General Accounting Close Support - Aid clients in developing a streamlined monthly close process - Assist with cash-to-accrual conversions and the creation of supporting schedules - Validate the existence of assets and prepare associated roll forwards - Prepare balance sheet reconciliations including intercompany, inventory, cash, and prepaids - Support accounting compliance activities including tax forms, sales tax exemptions, and 1099s - Contribute to financial statement preparation and development of internal controls and policies - Help prepare budgets, forecasts, and management or regulatory reports - Guide implementation of cloud-based finance and accounting systems - Manage preparation of journal entries, invoices, and account reconciliations during closings - Guide companies through external audit processes Financial Reporting Support - Support SEC filing processes including 10-K, 10-Q, and 8-K filings - Improve financial planning and analysis through budgeting, forecasting, and data analysis - Review monthly internal financial reporting packages - Review monthly regulatory reporting Operations Support - Liaise with business units outside of accounting to integrate operations - Advise clients on AI and automation tools to streamline close processes and improve forecasting - Partner with IT teams to integrate financial systems during acquisitions What You'll Bring - 8+ years of experience spanning advisory and controllership roles for commercial or PE-backed portfolio companies - 2+ years of hands-on controllership experience in emerging growth middle-market organizations or PE-backed portfolio companies - Experience in professional services including public accounting, advisory, or management consulting - Hands-on experience or significant exposure to ERP systems and tools including NetSuite, Sage, MS Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, and Python - Ability to leverage AI and automation to optimize accounting processes and reporting accuracy - Proven ability to build strong client relationships - Demonstrated success mentoring and leading teams Qualifications - Bachelor’s degree in Accounting, Finance, or related field - CPA or CA certification preferred Benefits Summary - Medical, dental, and vision coverage - Flexible spending accounts - 401(k) with company matching - Generous parental and maternity leave policies - Technology stipends - Wellness reimbursement programs

🏢 Summary: Senior accounting advisory role supporting financial close, reporting, compliance, ERP implementations, and operational improvements for public and private companies, including PE-backed organizations. The position involves client delivery, team leadership, financial reporting support, and leveraging AI and automation to optimize accounting processes. Hybrid work with up to 40% domestic travel is required. 🗂️ Requirements: 8+ years of advisory and controllership experience, 2+ years of hands-on controllership experience, Experience with PE-backed portfolio companies or middle-market organizations, Bachelor’s degree in Accounting, Finance, or related field, Experience with ERP systems and financial tools, Ability to leverage AI and automation in accounting processes, Experience leading teams and mentoring junior staff, Willingness to travel domestically up to 40%, Ability to work in a hybrid office environment 📃 Skills: NetSuite, Sage, Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, Python, Accounting, Finance, ERP, AI, Automation 🏢 Description: By joining the rapidly growing Accounting Advisory practice, you will serve as a trusted partner to clients across a broad range of industries, company stages, and sizes, including early-stage, emerging growth, middle-market, and large, complex organizations. The work spans both public and private companies, with significant exposure to Private Equity-backed portfolio companies. As an Associate Director, you will be responsible for client delivery, leading teams and developing junior team members, and contributing to business development initiatives. Quick Facts - Hybrid work environment - Domestic travel up to 40% - Compensation range: $124,500 - $260,000 per year plus annual bonus and benefits What You'll Do General Accounting Close Support - Aid clients in developing a streamlined monthly close process - Assist with cash-to-accrual conversions and the creation of supporting schedules - Validate the existence of assets and prepare associated roll forwards - Prepare balance sheet reconciliations including intercompany, inventory, cash, and prepaids - Support accounting compliance activities including tax forms, sales tax exemptions, and 1099s - Contribute to preparation of financial statements and development of internal controls and policies - Help prepare budgets or forecasts and develop reports for management or regulatory bodies - Guide implementation of cloud-based finance and accounting systems - Manage preparation of journal entries, invoices, and account reconciliations during closings - Guide companies through external audit processes Financial Reporting Support - Support SEC filings including 10-K, 10-Q, and 8-K filings - Improve financial planning and analysis including budgeting, forecasting, and data analysis - Review monthly internal financial reporting packs - Review monthly regulatory reporting Operations Support - Liaise with business units outside accounting to integrate operations - Advise clients on leveraging AI and automation tools to streamline close processes and improve forecasting - Partner with IT teams to integrate financial systems during acquisitions What You'll Bring - 8+ years of experience spanning advisory and controllership roles for commercial or PE-backed portfolio companies - 2+ years of hands-on controllership experience in emerging growth middle-market organizations or PE-backed portfolio companies - Experience with ERP systems and tools such as NetSuite, Sage, MS Dynamics, QuickBooks, Workiva, DFIN, Tableau, PowerBI, Alteryx, Snowflake, SQL, and Python - Ability to leverage AI and automation to optimize accounting processes and reporting accuracy - Proven ability to build strong client relationships - Experience mentoring and leading teams Qualifications - Bachelor’s degree in Accounting, Finance, or related field - CPA or CA certification preferred Benefits Summary - Medical, dental, and vision coverage - Flexible spending accounts - 401(k) with company matching - Generous parental and maternity leave policies - Technology stipends - Wellness reimbursement programs

🏢 Summary: Service Operations Associate I role supporting ultra-high-net-worth client operations in a wealth management environment. The position focuses on processing financial transactions, custodial coordination, CRM documentation, and operational support for Relationship Managers and Wealth Advisors. The role offers career growth within service operations and includes comprehensive employee benefits. 🗂️ Requirements: 2–4 years of related experience, Financial services industry experience, High school diploma, MS Word proficiency, Excel proficiency, Outlook proficiency, Ability to manage transactional processing accurately, Experience working in an office environment, Strong written communication skills, Strong verbal communication skills 📃 Skills: Excel, Outlook, Word, Salesforce, CRM, ACH, wires 🏢 Description: Job Summary: For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand or $300 million, our family office model – which integrates financial planning, investment management, tax and estate planning, insurance, and more – was designed to help them not worry about money. Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary operational lead and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management. The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. Essential Job Functions for this role include: Operational Execution - Process client paperwork, forms, and documentation with accuracy and efficiency. - Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies. - Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed. - Maintain detailed records of all transactions and communications in the CRM and custodial platforms. Custodial & Platform Coordination - Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions. - Stay current on custodial procedures, platform updates, and regulatory requirements. - Ensure all operational activities meet compliance standards and internal controls. Team Collaboration & Support - Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution. - Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency. - Participate in team meetings and contribute to process improvement initiatives. - Other duties as assigned. Quality Assurance & Continuous Improvement - Identify and report operational inefficiencies or recurring issues. - Assist in documenting and refining standard operating procedures (SOPs). - Support training and onboarding of new team members as needed. Career Path & Growth: - Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives. - Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. Knowledge, Skills, & Abilities: Education: - High School diploma with a Bachelor's degree highly preferred Experience: - Two to Four years of job related experience - Financial services industry required - Prior experience working in an office environment with a customer service focus helpful Certifications: - Notary designation a plus Job Skills: - Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - Excellent verbal and written communications skills a must - Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus - Strong desire for continuous self-learning and professional growth Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth plans with per pay period match and after-tax option - Pet Insurance - Personalized financial planning and guidance offered at preferred employee pricing

🏢 Summary: Senior Credit Analyst role focused on underwriting complex loan requests, managing loan portfolios, and supporting client growth through credit analysis and compliance oversight. The position involves coordinating the full credit lifecycle, collaborating with Relationship Bankers, and mentoring junior team members in a fast-paced banking environment. Offers competitive compensation, bonus potential, benefits, and professional development support. 🗂️ Requirements: Bachelor's degree in business, finance, or related field, 5–7 years of lending, underwriting, and/or credit experience, Advanced Excel proficiency, Experience with banking and credit software, Experience with CRM systems, Strong mathematical and analytical skills, Ability to work independently and collaboratively, Excellent written and verbal communication skills, Strong organizational and multitasking abilities, NMLS registration upon hire 📃 Skills: Excel, CRM, Microsoft, Banking, Underwriting, Credit, Finance, Lending, Analysis, NMLS 🏢 Description: AVP, Senior Credit Analyst Salary: $77,000 - $108,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be submitted for consideration no later 07/31/2026. Who We're Looking For You're an experienced credit professional with a strong foundation in underwriting, portfolio management, and client servicing. You work efficiently in a fast-paced environment, maintain high standards of credit quality, and support revenue generation through sound analysis and process execution. You bring structure to complex loan requests, mentor junior team members, and uphold compliance across all stages of the credit lifecycle. If you're detail-oriented, disciplined, and skilled at managing both relationships and risk—this role is for you. About the Role The AVP, Senior Credit Analyst supports the Profit Center (PC) by identifying key revenue-generating opportunities across loans, deposits, and investment assets. The role contributes to client growth and retention through accurate underwriting, portfolio oversight, and coordination of the full credit process. Responsibilities include evaluating new loan requests, managing renewals, and ensuring compliance with pricing, credit, and documentation standards. This position plays a critical role in maintaining the health of the loan portfolio—tracking exceptions, covenant requirements, and past dues while supporting Relationship Bankers in delivering complete financial solutions. Success in this role requires strong analytical skills, independent execution, and the ability to operate efficiently in a fast-paced, evolving environment. What You'll Do - Underwrite and analyze complex loan requests, renewals, and modifications, ensuring credit quality, sound structure, and alignment with client needs. - Coordinate all stages of the credit process—from client outreach and document collection to loan application, approval, closing, and onboarding. - Maintain the loan portfolio through proactive administration, including tracking past dues, maturing loans, covenants, exceptions, and annual reviews. - Support cross-selling efforts by identifying new lending opportunities for existing clients and introducing additional bank products. - Collaborate with Relationship Bankers and internal teams to support new business development for both existing and prospective clients. - Provide training and guidance to Credit Analysts and Loan Associates, while ensuring compliance with internal policies and regulatory requirements. What You Bring - Bachelor's degree in business, finance, or a related field - 5–7 years of lending, underwriting, and/or credit experience - Proficiency in Microsoft Office Suite, with advanced Excel skills - Experience with banking and credit software - Experience with CRM systems - Strong mathematical and analytical skills - High initiative and follow-through - Ability to work independently and with a team - Excellent written and verbal communication skills - Strong organizational skills with the ability to prioritize and multi-task - Self-starter with the ability to collaborate across teams and with clients - NMLS registration upon hire What We Offer - Competitive base salary: $77,000 - $108,000/YR, plus strong bonus potential. - 401(k) plan with employer match. - Paid parking and transportation benefits. - Comprehensive health and wellness benefits, including: - Health savings accounts (HSA) - Flexible spending accounts (FSA) - Medical, dental, and vision coverage - Generous paid time off and bank holidays. - Access to training and professional development programs. - Sponsorship and support for obtaining professional certifications. - A culture of collaboration, continuous improvement, and shared success. Equal Opportunity Employer First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.

🏢 Summary: The Affiliate Strategist role focuses on managing and optimizing affiliate marketing programs for a diverse client portfolio, driving performance through data analysis and strategic partner development. The position involves reporting, commission testing, attribution analysis, and daily management of affiliate networks. It offers growth opportunities, competitive compensation, and comprehensive benefits within a collaborative, performance-driven environment. 🗂️ Requirements: 1-2 years of Affiliate Marketing experience, Bachelor's Degree or equivalent work experience, Experience with affiliate networks (Impact, Pepperjam, ShareASale), Experience using Affluent reporting dashboard, Proficiency in G-suite, Advanced Excel skills, Understanding of attribution and LTV, Experience translating client goals into measurable tasks, Ability to manage and optimize affiliate partnerships, Experience training or coaching junior team members 📃 Skills: AffiliateMarketing, Impact, Pepperjam, ShareASale, Affluent, Excel, GSuite, Attribution, LTV, Reporting, DataAnalysis 🏢 Description: About You: As an Affiliate Strategist, you thrive on finding the perfect balance between client satisfaction and team success. Your approach is strategic and analytical, and you've garnered valuable experience in affiliate and/or influencer marketing, both in agency and brand settings. You're a self-starter who navigates ambiguity with ease, always ready to deliver data-driven business solutions to both clients and your team. Your appetite for growth and challenges is insatiable, and you're adept at championing this mindset within your team. Some of the duties will include and are definitely not limited to: - Managing, negotiating, developing, and nurturing affiliate partners for a diverse client portfolio. - Pulling weekly and monthly reports to evaluate performance, partner activity, and areas for optimization, presenting findings to clients. - Crafting strategies to enhance performance through commission structure testing, dynamic attribution, and cross-channel analysis. - Ensuring efficient workflow and processes, adjusting as needed for optimal productivity. - Handling day-to-day tasks within the affiliate network. Qualifications: - 1-2 years of Affiliate Marketing experience - Bachelor's Degree or equivalent work experience - Experience distilling client goals into specific tasks that are prioritized, executed, and measured - Excited and comfortable working with established brands - Ability to work effectively as part of a team and independently - Experience with affiliate networks like Impact, Pepperjam or ShareASale and reporting dashboard, Affluent - Exposure to different verticals / business models such as subscription, retail, B2B, CPG, App, etc - Extraordinarily strong interpersonal and communication skills (verbal and written) - Knowledge of G-suite & excel - Must be inquisitive and proactive - Able to adopt, document, and teach best practices of new partners and teammates - Experience training and coaching junior team members and building small teams that are rapidly growing (establishing new workflows, processes and objectives) - Standard ability to comprehend and discuss attribution & LTV Our interview process includes, but is not limited to, the following: - Cognitive Aptitude, Excel and Typing Test - Logic assessment on Excel We offer a competitive salary and benefits based on ability level, including: - Unlimited vacation policy - Monthly Phone Stipend - Comprehensive Medical, Dental, and Vision insurance options - 401(K) plan with matching - Dog friendly office - Hybrid work opportunity - Professional Development Program - Bonus Perk - Seamless allowance Total compensation based on education, experience, and skills level ($50,400-$88,000) Level 1 - $50,400-$57,920 Possesses essential capabilities. Level 2 - $57,920-$65,440 Possesses developing capabilities. Level 3 - $65,440 - $72,960 Possesses notable capabilities. Level 4 - $72,960-$80,480 Possesses strong capabilities. Level 5 - $80,480-$88,000 Possesses advanced capabilities.