Partner, Market Leader (San Francisco/Menlo Park/Walnut Creek/San Jose)

The role

The Partner, Market Leader acts as a senior wealth advisor and leads a small team of advisors. This person will manage relationships with high-net-worth clients and develop advisor team members.

What you will do

• Partner with affluent clients to identify financial goals and develop recommendations
• Communicate complex financial solutions to clients
• Ensure client retention through relationship building and financial solutions
• Leverage tax, estate planning, and insurance solutions for clients
• Provide feedback, coaching, and leadership to advisor team members
• Ensure adherence to compliance, regulatory policies, and company standards
• Collaborate with business development professionals to lead market buildout
• Help identify and lead the cultural integration of acquired wealth management practices
• Act as a fiduciary

Required qualifications

• Bachelor's degree from an accredited institution
• 15+ years of job-related experience
• Certified Financial Planner (CFP) designation, Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), or Chartered Investment Consultant (CIC)
• Series 65
• Advanced knowledge of the industry, financial products, and financial planning concepts
• Superior communication skills
• Advanced knowledge of the economic landscape
• Experience utilizing financial planning software
• Strong core understanding of investments and ISG
• Ability to perform asset allocation and analysis for portfolio reviews
• Comprehensive understanding of compliance requirements

Nice to have

• Master's degree
• Sales aptitude and experience

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
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

Before you apply

• Mercer Advisors participates in E-Verify

About the company

Mercer Advisors has been helping families for more than 40 years by integrating financial planning, investment management, tax, estate, and insurance. It is an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.