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Senior Wealth Management Advisor

2 months ago

Walnut Creek, California, 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 Management Advisor to join our team.

Key Responsibilities
  • Provide expert financial planning and investment advice to clients, ensuring their financial goals and objectives are met.
  • Develop and implement customized financial plans, including investment strategies, tax planning, and estate planning.
  • Manage client relationships, ensuring exceptional service and building long-term trust and loyalty.
  • Collaborate with cross-functional teams, including investment managers, tax specialists, and estate planners, to deliver comprehensive financial solutions.
  • Stay up-to-date with industry trends, regulatory changes, and best practices, applying this knowledge to enhance client outcomes.
Requirements
  • Bachelor's degree in a related field, such as finance, economics, or accounting.
  • Minimum 15 years of experience in wealth management, financial planning, or a related field.
  • Professional certifications, such as CFP, ChFC, or CFA, are highly desirable.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.
What We Offer
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) retirement plan.
  • Opportunities for professional growth and development, including training and education programs.
  • A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.