Senior Wealth Advisor

Mercer Advisors Inc.; San Francisco (CA); On-site; USD 200,000 - 250,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Advisor to deepen relationships with high net worth clients and enhance their financial well-being. This role emphasizes client-focused fiduciary practices, leveraging a robust in-house team of experts and advanced technology to deliver tailored financial solutions. The ideal candidate will possess extensive experience in financial planning, investment knowledge, and superior communication skills, ensuring clients receive comprehensive support. Join a forward-thinking firm that prioritizes client interests and fosters a collaborative work environment, where your expertise can significantly impact clients' financial journeys.

Qualifications

• 15+ years of experience in financial advising with strong investment knowledge.
• CFP designation required, with other certifications considered.

Responsibilities

• Partner with affluent clients to analyze financial goals and develop recommendations.
• Communicate complex financial solutions and ensure client retention.

Skills

Financial Planning

Investment Knowledge

Relationship Building

Communication Skills

Sales Aptitude

Education

Bachelor's degree in Business, Economics, Accounting or Finance

Master's degree

Tools

Financial Software

Portfolio Management Tools

Job description

Job Summary:

The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth 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 Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our 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:

• 15+ years of job-related experience.

Certifications/Licenses:

• 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).
• Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s).
• Advanced knowledge of the industry, financial products, and financial planning concepts.
• Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients.
• Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients.
• Expert at collaboration and willing to help others.
• Sales aptitude and experience is preferred.
• An entrepreneurial spirit and growth mindset, with a positive attitude that contributes to a positive work environment.
• Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews.
• Comprehensive understanding of compliance requirements.
• Ability to travel up to 20% as required for client meetings, company training, etc.

Work Schedule: Business hours Monday through Friday.

Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station.

Salary: Average annual salary range for this position across our locations is: $200,000 to $250,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.