Senior Wealth Advisor; Hybrid - San Francisco

Position: Senior Wealth Advisor (Hybrid - San Francisco)
Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.
* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

Job Summary

The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Key Responsibilities and Duties

• Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.

• Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.

• Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.

• Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients

• Ensures adherence to compliance and regulatory policies as well as company standards of client care

• Acts as a fiduciary, placing client interests and outcomes first

Required Knowledge,

Skills and Abilities

Education

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related);
Master’s degree a plus

Experience

• 10+ years of job-related experience

• 7+ years of experience working with UHNW clients

Certifications/Licenses

• Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:
Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).

• Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

• Advanced knowledge of the industry, financial products, and financial planning concepts

• Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients

• Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients

• Expert at collaboration and willing to help others

• Sales aptitude and experience is preferred

• An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment

• Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews

• Comprehensive understanding of compliance requirements

• Ability to travel up to 20% as required for client meetings, company training, etc.

Working Conditions

Hybrid schedule with a combination of remote and office work in a professional office environment.…