Sr. Wealth Advisor (San Francisco)

Mercer Advisors•San Francisco, CA

23h•Hybrid

About The Position

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients. Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here . Job Summary: The Partner, Sr. Wealth Advisor works in a client-focused, team-centered environment to support the team’s region-wide business development and client service efforts. The Partner, Sr. Wealth Advisor focuses on an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team allowing our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They are supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Requirements

Bachelor’s degree from an accredited institution (preferably in Business, Economics, Accounting, or Finance); Master’s degree a plus.
5–15 years of relevant experience in roles such as Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, or Certified Public Accountant.
Extensive experience in building relationships, mentoring, and managing Wealth Advisors, including: Guiding advisors to achieve their potential. Fostering a collaborative culture. Evaluating performance and recruiting talent. Ensuring clear, consistent communication.
3–5 years in a lead Advisor role or managing Advisor teams preferred.
Certified Financial Planner (CFP) designation required. Acceptable alternatives: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
Series 65 license required (or qualifying exemption based on designation and state requirements).
Advanced knowledge of financial products, planning concepts, and industry trends.
Strong communication and presentation skills; able to explain complex investment, tax, and planning strategies clearly.
Deep understanding of economic trends and their impact on clients and the firm.
Proficiency with financial planning software.
Proven leadership in training, coaching, and mentoring junior employees; drives planner development and seeks new leadership opportunities.
Ability to identify process improvements and propose solutions.
Sales aptitude and experience preferred.
Entrepreneurial mindset with a positive, growth-oriented attitude.
Strong understanding of Mercer’s investment strategies and ISG; capable of asset allocation and portfolio analysis.
Comprehensive knowledge of compliance requirements.
Ability to travel up to 50% for client meetings, training, and company events.

Responsibilities

Lead and develop a high-performing team of Wealth Advisors , fostering collaboration and accountability.
Demonstrate a clear, engaging leadership style that communicates vision and inspires team success.
Drive cultural integration of acquired wealth management practices , ensuring alignment with Mercer’s values and standards.
Contribute to regional and enterprise leadership through active participation in committees and strategic initiatives.
Serve as a trusted advisor to affluent clients , identifying financial goals, analyzing complex financial landscapes, and delivering tailored recommendations.
Communicate sophisticated financial strategies with clarity , leveraging strong interpersonal and relationship-building skills.
Ensure client retention through meaningful, long-term relationships and implementation of comprehensive financial solutions.
Utilize Mercer’s full suite of services —including tax, estate planning, and insurance—to deliver holistic wealth management.
Maintain strict adherence to compliance and regulatory standards , upholding Mercer’s commitment to client care.
Act as a fiduciary , prioritizing client interests and outcomes in every decision.

Benefits

Mercer Advisors offers a competitive and robust benefit package to our employees.
Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.
We offer the following:
Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays with a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance