Senior Wealth Advisor & Client Growth Partner

Mercer Advisors; Newport Beach (CA); On-site; USD 85,000 - 150,000; Full time

Benefits offered by this job

Life Insurance

Disability Insurance

Health Plans (multiple)

401(k) with company match

Paid holidays

Vacation & sick leave

Parental leave

Ageny benefits & planning

Job summary

Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-driven environment. You will support region-wide business development and client service efforts under leadership from Managing Directors.

You will serve as a trusted advisor to a large client book, help retain clients, and onboard new ones while collaborating with senior leaders on investments, tax, and estate planning. The role requires travel up to 50% and strong financial planning expertise.

Qualifications

• Bachelor’s degree in Business, Economics, Accounting or Finance related; Master’s degree a plus.
• Five to twenty-five years of job-related experience.

Responsibilities

• Function as the primary trusted advisor to a book of 150-250 Wealth Path clients.
• Retain clients and bring in additional assets to move clients from Wealth Path into Custom Wealth.
• Successfully onboard or transition 10-50 new clients per year to reach a book size of 250.
• Support the team as SME in investments, tax, pension, estate, insurance and financial planning.
• Analyze, draft, edit, deliver and present financial planning modules to clients.

Skills

Investment planning

Client relationship management

Financial analysis

Sales aptitude

MS Word/Excel/PowerPoint

Salesforce

Education

Bachelor's degree in Business/Finance

Master’s degree a plus

Tools

Salesforce

Financial planning software

MS Office (Word/Excel/PowerPoint/Outlook)

Job description

Mercer Advisors is seeking a Wealth Path Wealth Advisor to work in a client-focused, team-driven environment. You will support region-wide business development and client service efforts under leadership from Managing Directors.

You will serve as a trusted advisor to a large client book, help retain clients, and onboard new ones while collaborating with senior leaders on investments, tax, and estate planning. The role requires travel up to 50% and strong financial planning expertise.