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← Mercer Advisors

Wealth Advisor (Orange County)

Mercer Advisors
Location
Irvine, California, United States; Newport Beach
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)
  • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)
  • Certified Financial Planner (CFP) designation required
  • Series 65 required unless exempt due to other designations
  • Advanced knowledge of the industry, financial products, and financial planning concepts
  • Superior communication skills
Nice to have
  • Master’s degree
  • Sales aptitude and experience
  • Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), or Chartered Investment Consultant (CIC) designations
What the job really is

The Wealth Advisor role at Mercer Advisors involves deepening relationships with affluent clients and growing the practice through referrals. Advisors will utilize their expertise in financial planning and investments to diagnose client needs and propose tailored solutions, supported by a dedicated sales team and a sophisticated technology platform.

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
  • The role may require significant relationship management skills and sales aptitude
  • Compensation range is broad and may vary significantly based on experience and location
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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