Senior Wealth Advisor - Hybrid, CFP & Growth

Mercer Advisors Inc.; Irvine (CA); Hybrid; USD 85,000 - 145,000; Full time

Benefits offered by this job

Life & AD&D Insurance

Disability Insurance

Health plans (3 options)

HSA contributions

Vision Insurance

Paid holidays

Paid time off

401(k) with match

Parental leave

Job summary

Mercer Advisors Inc. is seeking a Senior Wealth Advisor to deepen relationships with an established base of high net worth clients. You will work with our in-house team of experts to diagnose client needs and propose tailored financial solutions.

Our dedicated Sales team allows advisors to focus on client relationships while delivering comprehensive planning, tax, estate and investment strategies. Travel up to 20% is required; base plus bonus forms the total compensation.

Qualifications

• Bachelor's degree in Business, Economics, Accounting or Finance; Master’s degree a plus
• CFP designation required; alternatives: ChFC, PFS, CFA, CIC
• Series 65 required, unless exemptions apply
• 15+ years of job-related experience
• Advanced knowledge of investments and financial planning concepts
• Superior communication skills for presenting investment, finance and tax planning solutions
• Strong compliance understanding and fiduciary responsibilities
• Willingness to travel up to 20% for meetings and training

Responsibilities

• Partner with affluent clients to identify financial goals, analyze their landscape and develop recommendations.
• Communicate complex financial solutions to clients with clear relationship-building.
• Ensure client retention by building long-lasting relationships and implementing appropriate solutions.
• Leverage Mercer’s broad solutions including tax, estate planning, insurance for a comprehensive offering.
• Ensure adherence to compliance and regulatory policies and company standards of client care.
• Act as a fiduciary, placing client interests and outcomes first.

Skills

Superior communication skills

Relationship building

Sales aptitude

Entrepreneurial spirit

Growth mindset

Collaboration

Education

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

Master’s degree a plus

Job description

Mercer Advisors Inc. is seeking a Senior Wealth Advisor to deepen relationships with an established base of high net worth clients. You will work with our in-house team of experts to diagnose client needs and propose tailored financial solutions.

Our dedicated Sales team allows advisors to focus on client relationships while delivering comprehensive planning, tax, estate and investment strategies. Travel up to 20% is required; base plus bonus forms the total compensation.