Senior Wealth Advisor (Orange County)

The role

The Senior Wealth Advisor deepens relationships with an established base of high net worth clients and grows their practice through referrals. They use a unified in-house team of experts to help clients achieve financial goals.

What you will do

• Partners with affluent clients to identify financial goals and develop recommendations
• Communicates complex financial solutions to clients
• Ensures client retention by building long-lasting relationships
• Leverages Mercer’s broad set of solutions including tax, estate planning, and insurance
• Ensures adherence to compliance and regulatory policies
• Acts as a fiduciary, placing client interests and outcomes first

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
• 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, business management, tax, estate, and insurance. They are an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.