Senior Wealth Partner & Market Leader (Hybrid)
Mercer Advisors
Mercer Advisors is seeking a Partner, Market Leader in Menlo Park, CA. This senior wealth advisor will deepen relationships with high-net-worth clients and grow the practice through referrals, supported by Mercer’s in-house experts in portfolio management, tax, and estate planning. The role requires strategic client leadership, fiduciary responsibility, and collaboration with a dedicated Sales team. A CFP is required, with travel up to 20% as needed. #J-18808-Ljbffr Mercer Advisors
Vacancy posted 3 days ago
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Front Porch
Walnut Creek, CA1 day ago
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