Wealth Advisor (san Francisco/menlo Park/walnut Creek)

Mercer Advisors

Menlo Park, CA, US
Base: $85,000 - $145,000 usd; bonus/equity: annual...
On-site
Client relationship building
Financial planning software usage
Fiduciary standards adherence
Mercer Advisors is an independent fiduciary ranked #1 RIA Firm by Barron's for two consecutive years

Job Summary

  • Mercer Advisors is an independent fiduciary ranked #1 RIA Firm by Barron's for two consecutive years.
  • The role involves deepening relationships with an established base of clients while leveraging a unified in-house team of experts.
  • Employees enjoy a robust benefits package including paid parental leave, concierge services, and a 401(k) match.

Matching Summary

Mercer Advisors is an independent fiduciary ranked #1 RIA Firm by Barron's for two consecutive years.

Salary

Base: $85,000 - $145,000 USD; Bonus/Equity: Annual bonus and incentive compensation eligible; Benefits: Comprehensive medical, dental, vision, 401(k), HSA, and paid time off

Skills & Requirements

Must-have

  • Client relationship building
  • Financial planning software usage
  • Fiduciary standards adherence
  • Complex solution communication
  • Portfolio analysis and allocation

Nice-to-have

  • Entrepreneurial spirit and growth mindset
  • Sales aptitude and experience
  • Collaborative team environment
  • Positive work attitude contribution

Key Requirements

  • Bachelor's degree required
  • 7-10 years of job-related experience
  • Certified Financial Planner (CFP) designation required
  • Series 65 license required unless exempt
  • Master's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter