Wealth Advisor – Guided Investing

Mercer Advisors Inc.; Newport Beach (CA); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid holidays

Parental leave

Job summary

Mercer Advisors is seeking a Wealth Advisor, Guided Investing, to deepen client relationships and grow the practice through referrals. You will work with an in-house team of experts to deliver comprehensive financial solutions and fiduciary-focused service.

You’ll diagnose client needs, propose tailored strategies, and maintain compliant client care while collaborating with portfolio management, tax, and estate planning teams. A strong communication background is essential.

Qualifications

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus
• At least 3 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, CPA)
• Series 65 required, unless exempt in applicable state(s)
• Advanced knowledge of investments and tax planning concepts and strong communication skills
• Willingness to travel up to 20% for client meetings and training

Responsibilities

• Partners with clients to identify financial goals and develop recommendations.
• Communicates complex financial solutions to clients with strong interpersonal skills.
• Builds long-lasting client relationships and implements suitable financial solutions.
• Leverages Mercer’s range of services including tax, estate planning, and insurance.
• Adheres to compliance and company standards; acts as fiduciary.

Skills

Client relationship management

Financial planning

Communication

Sales aptitude

Team collaboration

Travel up to 20%

Education

Bachelor's degree in Business/ Economics/ Accounting/ Finance

Master’s degree a plus

Series 65 Certification

Job description

Mercer Advisors is seeking a Wealth Advisor, Guided Investing, to deepen client relationships and grow the practice through referrals. You will work with an in-house team of experts to deliver comprehensive financial solutions and fiduciary-focused service.

You’ll diagnose client needs, propose tailored strategies, and maintain compliant client care while collaborating with portfolio management, tax, and estate planning teams. A strong communication background is essential.