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

Company-paid life insurance

401(k) with company match

Paid time off

Job summary

Mercer Advisors is seeking a Senior Wealth Advisor to deepen relationships with an established base of high net worth clients and grow practices through referrals. The role leverages an in-house team of experts in portfolio management, planning, tax, and estate services.

Our dedicated Sales team allows advisors to focus on clients, delivering fiduciary, client-centered financial planning and investment guidance with advanced tools and personalized service.

Qualifications

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
• 15+ years of job-related experience
• CFP designation required; alternative certifications may be acceptable: ChFC, PFS, CFA, CIC
• Series 65 required, unless exemptions apply
• Strong knowledge of investments, financial planning concepts, and tax/estate planning
• Excellent communication and client-relations skills; ability to travel up to 20% as needed

Responsibilities

• Partner with affluent clients to identify financial goals and develop recommendations
• Communicate complex financial solutions clearly to clients
• Build and maintain long-lasting client relationships and implement financial solutions
• Leverage Mercer’s tax, estate planning and insurance offerings to provide comprehensive client service
• Ensure compliance with regulatory policies and company standards
• Act as a fiduciary placing client interests first

Skills

Relationship skills

Communication

Sales aptitude

Entrepreneurial spirit

Growth mindset

Team collaboration

Education

Bachelor's degree (Business, Economics, Accounting or Finance)

Master’s degree a plus

Job description

Mercer Advisors is seeking a Senior Wealth Advisor to deepen relationships with an established base of high net worth clients and grow practices through referrals. The role leverages an in-house team of experts in portfolio management, planning, tax, and estate services.

Our dedicated Sales team allows advisors to focus on clients, delivering fiduciary, client-centered financial planning and investment guidance with advanced tools and personalized service.