Wealth Planning Associate — Hybrid

Mercer Advisors; San Francisco (CA); Hybrid; USD 106,000 - 125,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid holidays

Generous paid time off

Job summary

Mercer Advisors seeks an Associate Wealth Advisor I to deepen client relationships and grow a dedicated UHNW book. You will collaborate with an in-house team of experts to deliver comprehensive financial planning, investment, tax, and estate guidance.

Develop your advisory capabilities under the Senior Wealth Advisor, while maintaining fiduciary client care and regulatory compliance. This role features a hybrid work model in a national footprint.

Qualifications

• Bachelor’s degree required. Master’s degree a plus.
• At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, CPA)
• CFP required; other certifications may be acceptable (ChFC, PFS, CFA, CIC). Series 65 required unless exempted.

Responsibilities

• Deepen relationships with an established client base and grow practice through referrals.
• Deliver comprehensive financial planning analyses and recommendations.
• Collaborate with portfolio management, tax, estate planning, and other teams to coordinate offerings.
• Ensure accurate, timely, and compliant client service and documentation.
• Travel up to 20% as required for client meetings and training.

Skills

Industry knowledge

Financial products

Financial planning

Communication skills

Sales aptitude

Entrepreneurial mindset

Investments understanding

ISG knowledge

Travel willingness

Education

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

Tools

Financial planning software

Job description

Mercer Advisors seeks an Associate Wealth Advisor I to deepen client relationships and grow a dedicated UHNW book. You will collaborate with an in-house team of experts to deliver comprehensive financial planning, investment, tax, and estate guidance.

Develop your advisory capabilities under the Senior Wealth Advisor, while maintaining fiduciary client care and regulatory compliance. This role features a hybrid work model in a national footprint.