Wealth Advisor

3 days 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’ 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 and Senior Wealth Advisor focus on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Key Responsibilities and Duties

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
Ensures adherence to compliance and regulatory policies as well as company standards of client care
Acts as a fiduciary, placing client interests and outcomes first

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:

7-15+ years of job-related experience

Certifications/Licenses:

Certified Financial Planner (CFP) designation required.
Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:

Advanced knowledge of the industry, financial products, and financial planning concepts
Superior communication skills, with the ability to effectively present investment, finance, insurance, and tax planning solutions to clients
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Experience utilizing financial planning software
Expert at collaboration and willing to help others
Sales aptitude and experience is preferred
An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
Comprehensive understanding of compliance requirements
Ability to travel up to 20% as required for client meetings, company training, etc.

Compensation: Average annual salary range for this position across our locations is: $75,000 to $200,000. Annual average compensation ranges from $190,000 to $300,000. 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: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays with a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

#Li-Hybrid

  • Wealth Management Advisor

    1 month ago

    Walnut Creek, United States Destination Wealth Management Full time

    This is a full-time hybrid role for a Wealth Management Advisor. The Wealth Management Advisor will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to clients. This is primarily not a business...

  • Wealth Management Advisor

    2 weeks ago

    Walnut Creek, United States Destination Wealth Management Full time

    This is a full-time hybrid role for a Wealth Management Advisor. The Wealth Management Advisor will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to clients. This is primarily not a business...

  • Wealth Management Advisor

    1 month ago

    Walnut Creek, United States Destination Wealth Management Full time

    This is a full-time hybrid role for a Wealth Management Advisor. The Wealth Management Advisor will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to clients. This is primarily not a business...

  • Wealth Management Advisor

    11 hours ago

    Walnut Creek, United States Destination Wealth Management Full time

    This is a full-time hybrid role for a Wealth Management Advisor. The Wealth Management Advisor will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to clients. This is primarily not a business...

  • Wealth Management Advisor

    2 weeks ago

    walnut, United States Destination Wealth Management Full time

    This is a full-time hybrid role for a Wealth Management Advisor. The Wealth Management Advisor will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to clients. This is primarily not a business...

  • Wealth Management Advisor

    1 month ago

    walnut, United States Destination Wealth Management Full time

    This is a full-time hybrid role for a Wealth Management Advisor. The Wealth Management Advisor will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to clients. This is primarily not a business...

  • Wealth Management Specialist

    1 month ago

    Walnut Creek, California, United States Destination Wealth Management Full time

    Job Title: Wealth Management AdvisorThis is a full-time hybrid role for a Wealth Management Advisor. The Wealth Management Advisor will work primarily from the Walnut Creek office with flexibility for remote work. The role involves providing financial planning advice, retirement planning, investment management, and other wealth management services to...

  • Private Wealth Advisor

    1 month ago

    Walnut Creek, California, United States Ronald Blue & Co Full time

    Job SummaryWe are seeking a highly skilled and motivated Private Wealth Advisor to join our team at Ronald Blue & Co. As a Private Wealth Advisor, you will be responsible for providing world-class service to our clients, developing and implementing financial plans, and leading a team of financial professionals.Key ResponsibilitiesBusiness Development:...

  • Wealth Management Specialist

    1 week ago

    Walnut Creek, California, United States Mercer Advisors Full time

    Job Title: Wealth Advisor IIMercer 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 Wealth Advisor II to join our team. As a Wealth Advisor II, you will work closely with our clients to understand their...

  • Wealth Management Professional

    1 week ago

    Walnut Creek, California, United States Mercer Advisors Full time

    Job SummaryThe Wealth Advisor and Senior Wealth Advisor roles at Mercer Advisors focus on deepening relationships with high net worth clients and growing their practice through referrals. Our team of experts provides a unified approach to managing clients' financial lives, including planning, investing, taxes, estate, insurance, and more.Key...

  • Senior Internal Financial Planner

    1 month ago

    Walnut Creek, United States Destination Wealth Management Full time

    Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Senior Internal Financial Planner.  This is not a business development role. This position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an...

  • Senior Internal Financial Planner

    1 month ago

    Walnut Creek, United States Destination Wealth Management Full time

    Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Senior Internal Financial Planner.  This is not a business development role. This position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an...

  • Wealth Management Specialist

    1 month ago

    Walnut, California, United States Leah Yosef International Full time

    Opportunity OverviewLeah Yosef International, a top-tier national registered investment advisor, is seeking a seasoned Senior Wealth Advisor to manage high-net-worth client relationships inherited from retiring advisors and sourced from custodial referral channels.This role offers a unique opportunity to join the fastest-growing region of a rapidly expanding...

  • Merrill Financial Solutions Advisor

    7 days ago

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

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Merrill Financial Solutions Advisor, you will help clients pursue their life goals through a personal relationship with your advisory team committed to their needs.We...

  • Senior Internal Financial Planner

    2 weeks ago

    walnut, United States Destination Wealth Management Full time

    Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Senior Internal Financial Planner.  This is not a business development role. This position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an...

  • Senior Financial Planning Specialist

    7 days ago

    Walnut, California, United States Destination Wealth Management Full time

    Destination Wealth Management is a rapidly growing wealth management firm seeking a Senior Internal Financial Planner to join its team. This role focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure.This position is ideal for someone who enjoys working in a team...

  • Wealth Management Consultant

    4 weeks ago

    Walnut Creek, California, United States The Ladders Full time

    Job TypeFull-timeDescriptionThe Wealth Management Consultant plays a pivotal role in delivering exceptional service to clients while actively pursuing opportunities to attract new clientele. This position emphasizes leadership, guiding team members towards their professional growth and success.Key Responsibilities:1. **Business Development** - Engage with...

  • Financial Advisor

    1 month ago

    Walnut Creek, United States Northwestern Mutual Full time

    Financial Advisor*Must be in San Francisco East Bay AreaAt Northwestern Mutual, Build a Business for Yourself, but Not by Yourself.Northwestern Mutual was named one of the World’s Most Admired Companies® in our industry by Fortune’s annual survey in 2024 and ranked 111 by Fortune 500®, affirming we are among America’s premier companies. For over 165...

  • Financial Advisor

    1 month ago

    Walnut Creek, United States Northwestern Mutual Full time

    Financial Advisor*Must be in San Francisco East Bay AreaAt Northwestern Mutual, Build a Business for Yourself, but Not by Yourself.Northwestern Mutual was named one of the World’s Most Admired Companies® in our industry by Fortune’s annual survey in 2024 and ranked 111 by Fortune 500®, affirming we are among America’s premier companies. For over 165...

  • Financial Advisor

    2 weeks ago

    walnut, United States Northwestern Mutual Full time

    Financial Advisor*Must be in San Francisco East Bay AreaAt Northwestern Mutual, Build a Business for Yourself, but Not by Yourself.Northwestern Mutual was named one of the World’s Most Admired Companies® in our industry by Fortune’s annual survey in 2024 and ranked 111 by Fortune 500®, affirming we are among America’s premier companies. For over 165...