Wealth Advisor (santa Barbara, Ca)

Mercer Advisors

Santa Barbara, CA, US
Base: $85,000 - $145,000 usd; bonus/equity: eligib...
On-site
Bachelor's degree in business or finance
Five to twenty-five years of experience
Certified financial planner (cfp) designation
Mercer Advisors is an independent fiduciary ranked #1 RIA Firm by Barron's that serves over 31,300 families across the U.S

Job Summary

  • Mercer Advisors is an independent fiduciary ranked #1 RIA Firm by Barron's that serves over 31,300 families across the U.S.
  • The Wealth Advisor will function as the primary trusted advisor to a book of 150-250 clients, focusing on retention and asset growth.
  • Employees enjoy a robust benefits package including company-paid life insurance, health savings accounts, and generous paid time off.

Matching Summary

Mercer Advisors is an independent fiduciary ranked #1 RIA Firm by Barron's that serves over 31,300 families across the U.S.

Salary

Base: $85,000 - $145,000 USD; Bonus/Equity: Eligible for annual bonus and incentive compensation; Benefits: Comprehensive package including medical, dental, vision, 401(k), and HSA

Skills & Requirements

Must-have

  • Bachelor's degree in Business or Finance
  • Five to twenty-five years of experience
  • Certified Financial Planner (CFP) designation
  • Strong knowledge of tax and estate planning
  • Ability to travel up to 50% for meetings

Nice-to-have

  • Master's degree in Finance or related field
  • Additional certifications like CFA or ChFC
  • Experience with Salesforce and financial planning software
  • Entrepreneurial mindset and team player attitude
  • Sales aptitude and business development experience

Key Requirements

  • Bachelor's degree from accredited institution
  • 5-25 years job-related experience
  • CFP certification required
  • Travel up to 50% required

Work Rights

Not specified

Tailored Resume

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