Wealth Advisor (Newport Beach, CA)

Mercer Advisors•Newport Beach, CA

1d•$85,000 - $145,000•Hybrid

About The Position

The Wealth Advisor, Guided Investing, deepens relationships with an established client base and organically grows the practice through referrals. The advisor works with Mercer Advisors’ in-house experts to help clients achieve their financial goals. Unlike firms where advisors also handle sales, Mercer has a dedicated Sales team so advisors can focus exclusively on clients. Advisors act as client-focused fiduciaries, applying advanced financial planning and investment knowledge and strong relationship skills to understand client needs and recommend suitable solutions. They are supported by technology and specialists in portfolio management, financial planning, tax, estate planning, and other areas. This role is based in Newport Beach, California. It requires availability Monday through Friday, 8:00 a.m. to 5:00 p.m.; occasional early or late hours may be needed to meet business tasks and client needs. The position may be performed in a professional office or a dedicated home office workspace. The role involves routinely sitting and standing, and lifting no more than 10 pounds. Travel of up to 20% may be required for client meetings, company training, and other needs.

Requirements

Bachelor’s degree from an accredited institution; Business, Economics, Accounting, or Finance is preferred.
At least 3 years of job-related experience, such as as an Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, or Certified Public Accountant.
Series 65 license, unless a listed designation qualifies for an exemption in the applicable state.
Advanced knowledge of the financial services industry, financial products, and financial planning concepts.
Strong communication skills and the ability to present investment, finance, and tax-planning solutions to clients.
Advanced knowledge of the economic landscape and a general understanding of its impact on the firm and clients.
Ability to collaborate and help others.
Entrepreneurial spirit, growth mindset, and a positive attitude that contributes to a positive work environment.
Strong core understanding of the firm’s investments and ISG, and the ability to perform asset allocation and portfolio review analysis.
Comprehensive understanding of compliance requirements.
Ability to travel up to 20% for client meetings, company training, and other needs.
Availability during standard business hours, Monday through Friday, 8:00 a.m. to 5:00 p.m.; occasional early or late hours may be required.

Nice To Haves

Master’s degree.
Sales aptitude and experience.

Responsibilities

Partner with clients to identify financial goals, analyze their financial circumstances, and develop recommendations that support well-defined objectives.
Explain complex financial solutions to clients using strong communication and relationship-building skills.
Build lasting client relationships and implement appropriate financial solutions to support client retention.
Use Mercer’s tax, estate planning, insurance, and other solutions to provide comprehensive service to clients.
Follow compliance and regulatory policies and company client-care standards.
Act as a fiduciary by prioritizing client interests and outcomes.
Collaborate with internal experts in areas such as portfolio management, financial planning, tax, and estate planning.

Benefits

Company-paid basic life and AD&D insurance.
Company-paid short-term and long-term disability insurance.
Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
Three Cigna medical plan options, including two high-deductible health plans and a traditional co-pay plan.
Kaiser medical plans available in California.
Health Savings Account with company contributions for employees enrolled in either high-deductible health plan.
Two dental plans.
Vision insurance.
Dependent Care Savings Account for child and dependent care.
14 company-paid holidays, including a full week off at Thanksgiving.
Paid time off for vacation and sick days.
Employee Assistance Plan.
Family medical leave.
Paid parental leave of 8 weeks.
Maternity benefits that may include company-paid short-term disability, supplemental short-term disability, and parental leave.
Adoption assistance reimbursement program.
Company-paid concierge services for caregiving needs and other life challenges.
401(k) retirement plan with Traditional and Roth options, per-pay-period matching, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.