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Financial Planning Expert

2 months ago

Newport Beach, United States Mercer Advisors Full time
About the Role

Mercer Advisors is a leading wealth management firm that provides comprehensive financial planning and investment services to high net worth individuals and families. We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team.

Key Responsibilities
  • Provide exceptional client service and support to high net worth clients, ensuring their financial goals and objectives are met.
  • Develop and implement comprehensive financial plans, including investment, tax, estate, and retirement planning.
  • Collaborate with cross-functional teams to deliver high-quality client service and support.
  • Stay up-to-date on industry trends and developments, and apply this knowledge to provide expert advice to clients.
  • Manage client relationships and communications, ensuring timely and effective resolution of client issues.
  • Contribute to the development of business growth strategies and initiatives, and participate in business development activities.
Requirements
  • Bachelor's degree from an accredited institution, preferably in Business, Economics, Accounting, or Finance.
  • 15+ years of experience in wealth management, financial planning, or a related field.
  • Certified Financial Planner (CFP) designation, or equivalent.
  • Strong knowledge of investment, tax, estate, and retirement planning concepts.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and other stakeholders.
  • Ability to work in a fast-paced environment, with a high level of accuracy and attention to detail.
What We Offer
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
  • The opportunity to work with a leading wealth management firm and contribute to the growth and success of our business.
  • A dynamic and supportive work environment, with opportunities for professional development and advancement.