Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary The Wealth Advisor focuses on deepening relationships with an established base of 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. Education Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus. Experience 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant). Certifications / Licenses Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). 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, 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. 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 workstation. Compensation & Benefits The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: Medical, dental, and vision coverage. Life insurance. 401(k) contributions. Health Savings Account (HSA). Short‑ and long‑term disability. Additional benefits designed to support your health and financial well‑being. Base Pay Range: $85,000 - $145,000 USD. Additional Benefits 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co‑Pay medical plan. Kaiser Medical plans available in California. Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks). Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after‑tax option. Pet Insurance. Company Information We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Equal Opportunity & Compliance Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email View email address on click.appcast.io. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection. #J-18808-Ljbffr