Senior Wealth Advisor - Hybrid, High-Net-Worth Growth

Merceradvisors; Los Angeles (CA); Hybrid; USD 170,000 - 210,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan with match

Paid holidays

Paid parental leave

Job summary

Mercer Advisors is seeking a Senior Wealth Advisor in California to deepen relationships with high net worth clients and organically grow their practice with the support of our in-house team of experts. You will diagnose client needs, present tailored financial solutions, and uphold fiduciary standards.

The role emphasizes client-centric fiduciary service, collaboration with specialists, and leveraging a robust technology platform for portfolio management and planning.

Qualifications

• Bachelor's degree from an accredited institution; finance-related preferred.
• 15+ years of job-related experience.
• CFP designation or equivalent; Series 65 required.
• Willingness to travel up to 20% for client meetings.

Responsibilities

• Partner with affluent clients to identify financial goals, analyze their landscape and develop recommendations.
• Communicate complex financial solutions to clients with strong interpersonal skills.
• Maintain client retention through long-term relationships and appropriate financial solutions.
• Leverage Mercer’s broad solutions including tax, estate planning, and insurance to offer a comprehensive client offering.

Skills

Financial knowledge

Communication skills

Portfolio analysis

Collaboration

Sales aptitude

Education

Bachelor's degree in Business/Finance related

Master’s degree a plus

Tools

Financial planning software

Job description

Mercer Advisors is seeking a Senior Wealth Advisor in California to deepen relationships with high net worth clients and organically grow their practice with the support of our in-house team of experts. You will diagnose client needs, present tailored financial solutions, and uphold fiduciary standards.

The role emphasizes client-centric fiduciary service, collaboration with specialists, and leveraging a robust technology platform for portfolio management and planning.