Senior Wealth Advisor (Los, Angeles, CA)

LA Century City. Posted 2 months ago

The role

The Senior Wealth Advisor deepens relationships with high net worth clients and grows their practice through referrals. They use an in-house team of experts to provide financial planning, investment management, and other solutions to help clients achieve financial goals.

What you will do

Partner with affluent clients to identify financial goals and develop recommendations
Communicate complex financial solutions to clients
Ensure client retention by building long-lasting relationships
Leverage tax, estate planning, insurance, and other solutions for clients
Ensure adherence to compliance and regulatory policies
Act as a fiduciary by placing client interests first

Required qualifications

Bachelor's degree from an accredited institution
15+ years of job-related experience
Certified Financial Planner (CFP) designation or ChFC, PFS, CFA, or 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
An entrepreneurial spirit and growth-mindset

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

About the company

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