UHNW Senior Wealth Advisor (San Francisco)

Education:

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus

Experience:

15+ years of job-related experience

Certifications/Licenses:

Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).

The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that 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’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.

Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.

Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.