Wealth Advisor Ii

2 weeks ago

Walnut Creek, California, United States Mercer Global Advisors Inc. Full time
Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money.

Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - "A family office for your family." We connect the dots of our clients' financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more.

Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care.

And we do this as an independent, national fiduciary - which means we are committed to always working in the clients' best interest.


When you join our team, you will find that it is different from what you typically see in our industry.

Our client-facing professionals of in-house experts are 50% women, as is our overall employee base.

We bring together the best talent wherever they live -with no formal headquarters, and many flexible working arrangements - so we can assemble the best team.


Job Summary:


The Wealth Advisor II works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and local office Wealth Management leadership to support the team's region-wide business development and client service efforts.


Essential Job Functions for the Wealth Advisor will include:

  • Functioning as the primary trusted advisor to the firm's high net worth clients
  • Ensuring retention of the firm's clients as well as generating referrals
  • Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
  • Managing client communications and followup with clients' other advisors
  • Ensuring adherence to company standards of client care, meetings, referrals and retention
  • Attending company workshops or lectures and speak to groups of potential clients when called upon
  • Implementing company policies and procedures
  • Other duties as needed

Required Knowledge, Skills and Abilities:

Education:

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus

Experience:

  • Seven (7) to twentyfive (25) years of jobrelated experience

Certifications:

  • Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC) or Series 65 (S65) would be considered

Job Skills:

  • Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
  • Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning
  • Excellent Client Focus and clientoriented position, but sales aptitude and experience is also highly desired
  • Continually seeks to enhance job knowledge, learn quickly and efficiently
  • Must be a humble, entrepreneurial, hardworking team player with a positive "can do" attitude
  • Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred
  • Technical and analytical training and experience in financial planning
  • Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment
  • Ability to work without close supervision managing and prioritizing deliverables
  • Must be highly flexible and confidential with all matters
  • Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role

Salary:

Average annual salary range for this position across our locations is: $75,000 to $200,000.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.

This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Work Schedule:
Business hours Monday through Friday.

Working Conditions:
Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.

Salary:

Average annual salary range for this position across our locations is: $75,000 to $200,000.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.

This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Competencies:

Business & Technological Knowledge
Industry Experience

Advanced knowledge

  • Relationship Manager

    4 weeks ago

    Walnut Creek, California, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Relationship Manager

    1 month ago

    Walnut Creek, California, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Wealth Advisor Associate

    1 week ago

    Walnut Creek, United States Mission Wealth Full time

    Job Description Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team in Walnut Creek, CA ! If you are ready to elevate your career in a leading wealth...

  • Wealth Advisor Associate

    3 weeks ago

    Walnut Creek, United States Mission Wealth Full time

    Job DescriptionJob DescriptionAs a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team in Walnut Creek, CA! If you are ready to elevate your career in a leading wealth...

  • Wealth Advisor Ii

    3 weeks ago

    Walnut Creek, United States Mercer Global Advisors Inc. Full time

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money - “A family office for your family.” We connect the dots of our clients’...

  • Wealth Advisor II

    4 days ago

    Walnut Creek, United States Mercer Advisors Full time

    Job Category : Wealth Management Requisition Number : WEALT001743 Apply now Full-Time Locations Showing 1 location Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified...

  • Wealth Advisor II

    2 weeks ago

    Walnut Creek, United States Mercer Advisors Full time

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...

  • Wealth Advisor II

    1 hour ago

    Walnut Creek, United States Mercer Advisors Full time

    Job Category: Wealth Management Requisition Number: WEALT001743 Apply now Full-Time Locations Showing 1 location Mercer Advisors is a different kind of wealth management firm. We exist so that our clients dont have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified...

  • Sr Wealth Advisor

    1 week ago

    Walnut Creek, United States Mercer Advisors Full time

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...

  • Sr Wealth Advisor

    2 days ago

    Walnut Creek, United States Mercer Advisors Full time

    Job Category : Wealth Management Requisition Number : SRWEA001744 Apply now Full-Time Locations Showing 1 location Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified...

  • Sales Coordinator Wealth Management

    1 month ago

    Walnut Creek, United States BNP Paribas Bank NV Full time

    We are looking for **Sales Coordinator Wealth Management** **Location** At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our...

  • Sales Coordinator Wealth Management

    4 weeks ago

    Walnut Creek, United States BNP Paribas Bank NV Full time

    We are looking for **Sales Coordinator Wealth Management** **Location** At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our...

  • Senior Financial Advisor

    2 months ago

    Walnut Creek, United States Rival Sourcing LLC Full time

    Private Wealth Advisor As an Advisor, You Are Expected To •Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience •Drive business results and acquire new assets, both from existing client base and new...

  • Senior Financial Advisor

    4 weeks ago

    Walnut Creek, United States Rival Sourcing LLC Full time

    Private Wealth Advisor As an Advisor, You Are Expected To •Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience •Drive business results and acquire new assets, both from existing client base and new...

  • Financial Advisor

    3 months ago

    Battle Creek, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionBlueOX Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Battle Creek, MI area. Our story began on April 16, 1936 – Inspired by a small handful of educators from the Battle Creek School System, the...

  • Financial Advisor

    4 weeks ago

    Battle Creek, Michigan, United States Atria Wealth Solutions Full time

    BlueOX Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Battle Creek, MI area. Our story began on April 16, 1936 – Inspired by a small handful of educators from the Battle Creek School System, the Battle Creek Teachers Association...

  • Financial Advisor

    4 weeks ago

    Battle Creek, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionBlueOX Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Battle Creek, MI area. Our story began on April 16, 1936 – Inspired by a small handful of educators from the Battle Creek School System, the...

  • Associate Financial Representative

    2 months ago

    Walnut Creek, United States Robert Tong, CLU, Wealth Manager Advisor, Northwestern Mutual Full time

    **About us** We are agile, customer-centric, data-driven and our goal is to Provide best in class wealth management services. Our work environment includes: - Modern office setting - Growth opportunities Benefits: Base salary plus bonus in form of quarterly profit sharing. Fulltime preferred but flexible work schedule (6 hours/day) is available. Health...

  • Associate Financial Representative

    22 hours ago

    Walnut Creek, United States Robert Tong, CLU, Wealth Manager Advisor, Northwestern Mutual Full time

    **About us** We are agile, customer-centric, data-driven and our goal is to Provide best in class wealth management services. Our work environment includes: - Modern office setting - Growth opportunities Benefits: Base salary plus bonus in form of quarterly profit sharing. Fulltime preferred but flexible work schedule (6 hours/day) is available. Health...

  • Wealth Management Advisor

    3 weeks ago

    Battle Creek, United States LPL Financial Full time

    Are you passionate about serving clients and helping people improve their financial well-being? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? If so, then this could be the role for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm...

  • Wealth Management Client Associate

    1 week ago

    Walnut Creek, United States Bank of America Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...

  • Client Associate

    4 weeks ago

    Walnut Creek, United States UBS Full time

    Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right...