Wealth Advisor (walnut Creek, Ca)

Mercer Advisors

Walnut Creek, California, USA
Base: $85,000 - $145,000; bonus/equity: eligible f...
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Client relationship management
Financial planning and investment strategies
Fiduciary responsibility
** Mercer Advisors is seeking a Wealth Advisor in Walnut Creek, California, to deepen relationships with their established client base while promoting financial growth through referrals. The role emphasizes client-focused fiduciary practices, leveraging an in-house team of experts to deliver comprehensive financial solutions. **

Job Summary

  • The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.
  • Mercer Advisors offers a distinct work environment that stands out in the financial industry, with a commitment to diversity and flexible working arrangements.
  • Mercer Advisors offers a competitive and robust benefit package to our employees, focused on meeting health and welfare needs.

Matching Summary

Match Score: 75

** Mercer Advisors is seeking a Wealth Advisor in Walnut Creek, California, to deepen relationships with their established client base while promoting financial growth through referrals. The role emphasizes client-focused fiduciary practices, leveraging an in-house team of experts to deliver comprehensive financial solutions. **

Salary

Base: $85,000 - $145,000; Bonus/Equity: Eligible for annual bonus and other incentive compensation; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning and investment strategies
  • Fiduciary responsibility
  • Comprehensive financial solutions

Nice-to-have

  • Entrepreneurial spirit and growth mindset
  • Collaborative work environment
  • Positive attitude

Key Requirements

  • 7-10 years of job-related experience
  • Bachelor's degree in Business, Economics, Accounting or Finance
  • Certified Financial Planner (CFP) designation required
  • Series 65 required

Work Rights

Not specified

Tailored Resume

Cover Letter