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← Mercer Advisors

Senior Wealth Advisor

Mercer Advisors
Location
LA Century City
Posted
18 days ago
Department
Wealth Management
What they actually want (must-haves)
  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
  • 15+ years of job-related experience
  • Certified Financial Planner (CFP) designation required
  • Series 65 required
  • Advanced knowledge of the industry, financial products, and financial planning concepts
  • Superior communication skills
Nice to have
  • Master’s degree
  • Sales aptitude and experience
  • An entrepreneurial spirit and growth-mindset
What the job really is

The Senior Wealth Advisor at Mercer Advisors is responsible for deepening relationships with high net worth clients and growing their practice through referrals. This role involves analyzing clients' financial landscapes, communicating complex financial solutions, and ensuring client retention by developing tailored financial strategies. Advisors are supported by a dedicated sales team and a comprehensive in-house team of experts across various financial disciplines.

Benefits
  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Three Cigna medical plans offerings
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions
  • Two comprehensive Dental Plans
Things to weigh
  • No specific mention of the technology stack used beyond a sophisticated technology platform
  • The role requires significant experience (15+ years) which may limit opportunities for less experienced candidates
  • Hybrid work schedule may not suit everyone
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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