Wealth Advisor (Santa Barbara, CA)

The role

The Wealth Path Wealth Advisor supports business development and client service efforts in a team-centered environment. This person will act as a primary advisor to a book of 150-250 clients and manage financial planning modules.

What you will do

• Function as the primary trusted advisor to a book of 150-250 Wealth Path clients
• Ensure retention of clients and bring in additional assets from existing clients
• Onboard or transition 10-50 new clients a year
• Support Regional Vice Presidents and Managing Directors as a subject matter expert
• Analyze, draft, edit, deliver, and present financial planning modules to clients
• Manage client communications and follow-up with other advisors
• Ensure adherence to company standards of client care
• Attend company workshops or lectures and speak to groups of potential clients
• Implement company policies and procedure

Required qualifications

• Bachelor's degree from an accredited institution
• Five to twenty-five years of job-related experience
• Certified Financial Planner (CFP) designation
• Strong knowledge of investment, finance, insurance, and tax planning concepts
• Proficiency with MS Word, Excel, PowerPoint, and Outlook
• Technical and analytical training and experience in financial planning
• Ability to work without close supervision
• Ability to travel up to 50% for client meetings and training

Nice to have

• Business, Economics, Accounting or Finance related degree
• Master's degree
• Chartered Financial Consultant (ChFC)
• Personal Financial Specialist (PFS)
• Chartered Financial Analyst (CFA)
• Chartered Investment Consultant (CIC)
• Specialized expertise such as CPA, JD, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, CLU, AIF or CPWA
• Sales aptitude and experience
• Experience with Salesforce and financial planning software

Benefits

• Medical, dental, and vision coverage
• Life insurance
• 401(k) contributions
• Health Savings Account (HSA)
• Short- and long-term disability
• Company Paid Basic Life & AD&D 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
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account

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.