Partner, Market Leader (San Francisco/Menlo Park/Walnut Creek/San Jose)
Core
Senior wealth advisor and team leader who partners with high-net-worth clients to develop comprehensive financial solutions and mentors a small team of advisors.
Role type
Senior IC wealth advisor (player/coach)
Builds
Comprehensive financial plans, investment strategies, and tax/estate solutions for affluent clients
Domain
Wealth management / Financial planning
Required skills
Financial planning, Investment management, Tax planning, Estate planning, Client relationship management, Team leadership, Compliance knowledge, Asset allocation, Financial software proficiency, Sales aptitude
Preferred skills
Master's degree, CFA, Entrepreneurial spirit (via careerplan.io/jobs/5165991008-partner-market-leader-san-franciscomenlo-parkwalnut-creeksan-jose-at-merceradvisors)
Technologies
Financial planning software
Responsibilities
Partner with affluent clients to identify financial goals and develop recommendations; Communicate complex financial solutions to clients; Ensure client retention through long-lasting relationships; Coach and develop advisor team members; Collaborate with business development professionals to build market presence; Act as a fiduciary placing client interests first.
Seniority
Senior, hands-on IC with leadership responsibilities
