Hybrid Senior Wealth Advisor for High-Net-Worth Clients

Mercer Advisors; Los Angeles (CA); Hybrid; USD 170,000 - 210,000; Full time

Benefits offered by this job

Life & AD&D Insurance

Short-Term & Long-Term Disability

Health insurance and medical plans

Health Savings Account (HSA) with公司a0

Vision Insurance

Dependent Care Savings Account

Paid Holidays & generous PTO

Parental Leave (8 weeks)

Adoption Assistance

Concierge Services for care needs

401(k) with company match

Pet Insurance

Personalized financial planning at (in

Job summary

Mercer Advisors is seeking a Senior Wealth Advisor to deepen relationships with an established base of high net worth clients and grow the practice through referrals. You will leverage our unified team of experts across portfolio management, tax, estate planning, and planning to tailor solutions for each client’s goals.

You’ll work with a dedicated Sales team and act as a client-focused fiduciary, communicating sophisticated investment strategies and financial planning concepts with excellence.

Qualifications

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related).
• 15+ years of job-related experience.
• CFP designation required; alternatives may include ChFC, PFS, CFA, CIC.
• Series 65 required unless exemptions apply.
• Advanced knowledge of investments and financial planning concepts.
• Excellent communication and client-relations skills.
• Ability to travel up to 20% for meetings and training.

Responsibilities

• Deepen relationships with high net worth clients and grow the practice through referrals.
• Communicate complex financial solutions clearly to clients.
• Maintain client retention through meaningful relationships and tailored solutions.
• Leverage Mercer’s holistic suite to provide comprehensive offerings (tax, estate planning, insurance, etc.).
• Ensure compliance with policies and fiduciary standards.
• Act as a fiduciary, prioritizing client interests and outcomes.
• Collaborate with in-house experts on portfolio reviews and planning.

Skills

Client relationship management

High net worth client service

Fiduciary responsibilities

Communication skills

Portfolio management knowledge

Education

Bachelor's degree in Business/Economics/Finance

Master’s degree, a plus

Tools

CFP designation (required)

Series 65 (or exemptions)

Job description

Mercer Advisors is seeking a Senior Wealth Advisor to deepen relationships with an established base of high net worth clients and grow the practice through referrals. You will leverage our unified team of experts across portfolio management, tax, estate planning, and planning to tailor solutions for each client’s goals.

You’ll work with a dedicated Sales team and act as a client-focused fiduciary, communicating sophisticated investment strategies and financial planning concepts with excellence.