Senior Wealth Advisor — Client Growth & Planning

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

Benefits offered by this job

Health and welfare benefits

401(k) with match

Paid holidays

Job summary

Mercer Advisors seeks a Wealth Advisor to work in a client-focused, team-centered environment under Wealth Path leadership, supporting region-wide business development and client service.

The role emphasizes retention, cross-sell into Custom Wealth, onboarding new clients, and SME guidance across investments, taxes, and financial planning. Strong collaboration with Managing Directors is essential.

Qualifications

• Bachelor's degree in Business, Economics, Accounting or Finance related; Master’s degree a plus
• CFP designation and/or other certifications such as ChFC, PFS, CFA, CIC would be considered

Responsibilities

• Function as primary trusted advisor to a book of 150-250 Wealth Path clients
• Ensure retention and asset growth; transition clients to Custom Wealth
• Onboard 10-50 new clients per year to reach ~250 client book
• Support Regional VPs/Managing Directors as SME in investments, tax, estate, pension, and financial planning
• Analyze, draft, edit, and present financial planning modules to clients
• Manage client communications and coordinate with other advisors
• Attend workshops and speak to groups of potential clients when called upon
• Implement company policies and procedures
• Travel as needed to meet with clients and for trainings
• Maintain high standards of client care and referrals

Skills

Investment knowledge

Tax planning

Financial planning

Client focus

Team collaboration

MS Office & Salesforce

Travel up to 50%

Education

Bachelor's degree in Business/Finance

CFP or similar certifications

Tools

Salesforce

Financial planning software

MS Office

Job description

Mercer Advisors seeks a Wealth Advisor to work in a client-focused, team-centered environment under Wealth Path leadership, supporting region-wide business development and client service.

The role emphasizes retention, cross-sell into Custom Wealth, onboarding new clients, and SME guidance across investments, taxes, and financial planning. Strong collaboration with Managing Directors is essential.