Wealth Advisor

Job overview

The Wealth Advisor role is onsite in Santa Barbara, CA. Compensation is not specified. Mercer Advisors helps families simplify and coordinate their financial lives through integrated planning and investment services. This advisor serves a book of Wealth Path clients, supporting client retention and transitions to Custom Wealth while contributing to regional business development and client service. The role provides financial planning guidance and coordinates with clients and their other advisors.

What you'll do

• Serve as primary trusted advisor to 150–250 Wealth Path clients
• support client retention and asset growth
• onboard or transition 10–50 new clients annually
• advise on investments, tax, pension, estate, insurance, and financial planning
• prepare and present planning modules
• manage client communications and follow-up
• attend workshops and speak to prospective-client groups when called upon.

What we're looking for

Skills & competencies

wealth advisor

santa barbara ca

mercer advisors

financial planning

investment management

client service

wealth path

tax planning

estate planning

insurance

business development

monday–friday business hours

travel up to 50%

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision coverage
• life insurance
• disability coverage
• 401(k)
• HSA
• paid holidays and PTO
• paid parental leave
• adoption assistance
• employee assistance plan
• pet insurance
• financial planning at preferred employee pricing.

Why this role

Supports Mercer Advisors’ Wealth Path program and may travel up to 50% for client meetings and training.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.