Senior Wealth Advisor: Client Growth & Financial Planning

Merceradvisors; Santa Barbara (CA); On-site; USD 85,000 - 145,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid parental leave

Paid time off

Pet insurance

Job summary

Mercer Advisors is seeking a Wealth Path Wealth Advisor in Santa Barbara, California. This role focuses on client service and team collaboration, offering substantial career growth for a client-oriented professional. The advisor will manage a diverse client portfolio and help onboard new clients.

The ideal candidate possesses a Bachelor’s degree in a relevant field, has a CFP designation, and 5-25 years of experience in financial planning. The role includes generous benefits and a salary range of $85,000 – $145,000 USD.

Qualifications

• 5-25 years of job-related experience.
• Certified Financial Planner (CFP) designation required.
• Additional certifications (ChFC, PFS, CFA, etc.) preferred.

Responsibilities

• Serve as primary advisor to 150-250 clients.
• Onboard 10-50 new clients annually.
• Support regional leaders with financial planning expertise.

Skills

Client focus

Sales aptitude

Financial planning

Analytical skills

Proficiency with MS Office

Education

Bachelor’s degree (business, economics, accounting, finance)

Tools

Salesforce

Financial planning software

Job description

Mercer Advisors is seeking a Wealth Path Wealth Advisor in Santa Barbara, California. This role focuses on client service and team collaboration, offering substantial career growth for a client-oriented professional. The advisor will manage a diverse client portfolio and help onboard new clients.

The ideal candidate possesses a Bachelor’s degree in a relevant field, has a CFP designation, and 5-25 years of experience in financial planning. The role includes generous benefits and a salary range of $85,000 – $145,000 USD.