Wealth Advisor

Responsibilities

• Partner with affluent clients to identify financial goals and develop comprehensive recommendations.
• Communicate complex financial solutions, including investment, finance, and tax planning, to clients.
• Build and maintain long-lasting client relationships to ensure high retention rates.
• Leverage in-house expertise in tax, estate planning, and insurance to provide holistic solutions.
• Act as a fiduciary, ensuring all advice and actions prioritize the client's best interests.
• Adhere to all compliance, regulatory policies, and company standards of client care.

Requirements

• Bachelor's degree from an accredited institution (Business, Economics, Accounting, or Finance preferred).
• 7-10 years of job-related experience in financial services (e.g., Independent Advisor, Financial Planner, or CPA).
• Certified Financial Planner (CFP) designation required (alternatives: ChFC, PFS, CFA, or CIC).
• Series 65 license required.
• Proficiency with financial planning software.
• Ability to travel up to 20% for client meetings and training.

Preferred Qualifications

• Master's degree in a relevant field.
• Proven sales aptitude and experience in organic practice growth.
• Strong entrepreneurial spirit and growth mindset.

Benefits

• Medical, dental, and vision coverage including Kaiser options in California.
• 401(k) retirement plan with company match and Roth options.
• Paid parental leave and adoption assistance reimbursement.
• Generous paid time off and 14 company-paid holidays.
• Life, disability, and accident insurance.
• Health Savings Account (HSA) with company contributions.

About the Company

Mercer Advisors is a leading independent fiduciary RIA firm, ranked #1 by Barron’s for two consecutive years. For over 40 years, we have helped families simplify their financial lives by integrating planning, investment management, tax, and estate services into a single, unified team. We serve over 31,300 families across the U.S. with a commitment to comprehensive, high-touch care.