Wealth Advisor (Newport Beach, CA)

The role

The Wealth Path Wealth Advisor serves as a primary advisor to a book of 150-250 clients. This role supports regional business development and client service efforts through financial planning and investment management.

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

• 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

• Not accepting unsolicited resumes from agencies and/or search firms

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.