Wealth Advisor — Hybrid, Client-Focused Fiduciary

Merceradvisors; Irvine (CA); Hybrid; USD 85,000 - 145,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with match

Paid holidays

Job summary

Mercer Advisors seeks a Wealth Advisor to deepen relationships with an established client base and grow the practice through referrals, backed by our in-house experts in portfolio management, tax, and estate planning.

Our dedicated Sales team lets advisors focus on clients, while maintaining a fiduciary standard. Travel up to 20% may be required for client meetings and training; a strong understanding of financial planning is essential.

Qualifications

• Bachelor's degree in Business, Economics, Accounting or Finance; Master’s degree a plus.
• 7-10 years of job-related experience in wealth advisory/related fields.
• CFP required; alternative certifications include ChFC, PFS, CFA, CIC.
• Series 65 required or exemptions.

Responsibilities

• Partners with affluent clients to identify goals and develop recommendations.
• Communicates complex financial solutions and builds relationships.
• Ensures client retention with meaningful, long-lasting relationships and appropriate solutions.
• Leverages tax, estate planning, and insurance capabilities for a comprehensive offering.

Skills

Industry knowledge

Communication skills

Portfolio analysis

Compliance understanding

Sales aptitude

Growth mindset

Entrepreneurial spirit

Education

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

Master’s degree a plus

Tools

Financial planning software

Job description

Mercer Advisors seeks a Wealth Advisor to deepen relationships with an established client base and grow the practice through referrals, backed by our in-house experts in portfolio management, tax, and estate planning.

Our dedicated Sales team lets advisors focus on clients, while maintaining a fiduciary standard. Travel up to 20% may be required for client meetings and training; a strong understanding of financial planning is essential.