Wealth Advisor (Newport Beach, CA)
Core
Deepen relationships with an established client base and organically grow the practice through referrals while leveraging an in-house team of experts to help clients achieve financial goals.
Role type
Senior IC Wealth Advisor (Guided Investing)
Builds
Comprehensive financial solutions including tax, estate, and insurance planning
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, investment management, tax planning, estate planning, relationship building, compliance, asset allocation
Preferred skills
Sales aptitude, Master's degree, Series 65 certification (or equivalent exemption)
Technologies
Mercer's technology platform
Responsibilities
Partner with clients to identify financial goals and develop recommendations, communicate complex financial solutions, ensure client retention, leverage broad solutions to provide comprehensive offerings, ensure adherence to compliance policies, act as a fiduciary
Seniority
Mid-Senior, hands-on IC