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

Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.Join us and help families amplify and simplify their financial lives with confidence.* 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.Regis UHNW Team: Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management.Job Summary:The Senior Wealth Advisor focuses 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 DutiesPartners 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 clientsEnsures adherence to compliance and regulatory policies as well as company standards of client careActs as a fiduciary, placing client interests and outcomes firstRequired Knowledge, Skills and Abilities:Education:Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plusExperience:15+ years of job-related experienceCertifications/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 conceptsSuperior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clientsAdvanced knowledge of the economic landscape/general understanding of impact on the Firm and clientsExperience utilizing financial planning softwareExpert at collaboration and willing to help othersSales aptitude and experience is preferredAn entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environmentStrong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviewsComprehensive understanding of compliance requirementsAbility 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 work station. The annualized compensation range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. The cash compensation range includes both base salary and an annual bonus. The total compensation package may include additional cash bonus amounts and other incentive compensation.Total expected cash compensation range$350,000—$400,000 USDBenefits: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 InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.Kaiser Medical plans available in CaliforniaHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.Two comprehensive Dental PlansVision Insurance PlanDependent 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 daysEmployee Assistance PlanFamily Medical LeavePaid 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 ProgramCompany 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 optionPet InsurancePersonalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricingWe are not accepting unsolicited resumes from agencies and/or search firms for this job posting.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 CollectionIf you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.