Associate Wealth Advisor I - UHNW Growth & Client Impact

Merceradvisors; San Francisco (CA); Hybrid; USD 106,250 - 125,000; Full time

Benefits offered by this job

Company Paid Basic Life & AD&D Insurance

401(k) Retirement Plan with matching

Pet Insurance

Job summary

Mercer Advisors in San Francisco is seeking an Associate Wealth Advisor I to deepen client relationships and support a Senior Wealth Advisor. You will develop financial plans and collaborate with various teams to ensure a high-touch client experience. This role offers exposure to the wealth management industry, with a chance to grow your practice through referrals and expert support.

The position comes with a competitive salary range of $106,250 to $125,000 and a comprehensive benefits package. Successful candidates will have a CFP designation and at least five years of relevant experience.

Qualifications

• At least 5 years of job-related experience in financial roles.
• Certified Financial Planner (CFP) designation required.
• Ability to travel up to 20% for client meetings.

Responsibilities

• Anticipates Senior Advisor’s needs and manages workflow.
• Participates in developing financial solutions for clients.
• Prepares comprehensive financial plans reflecting clients' goals.

Skills

Advanced knowledge of the industry

Superior communication skills

Experience utilizing financial planning software

Sales aptitude

Strong core understanding of investments

Education

Bachelor's degree (preferably in Business, Economics, Accounting or Finance)

Job description

Mercer Advisors in San Francisco is seeking an Associate Wealth Advisor I to deepen client relationships and support a Senior Wealth Advisor. You will develop financial plans and collaborate with various teams to ensure a high-touch client experience. This role offers exposure to the wealth management industry, with a chance to grow your practice through referrals and expert support.

The position comes with a competitive salary range of $106,250 to $125,000 and a comprehensive benefits package. Successful candidates will have a CFP designation and at least five years of relevant experience.