Partner, Market Leader, Wealth Advisory

Job overview

The Partner, Market Leader, Wealth Advisory role is hybrid, combining remote and office work, with the listing based in Menlo Park, CA and a market covering San Francisco, Menlo Park, Walnut Creek, and San Jose. The stated total expected cash compensation range is $210,000–$250,000 annually. Mercer Advisors provides integrated financial planning and investment management for families. This player-coach role serves as a senior wealth advisor while leading and developing a small advisor team. It deepens relationships with established high-net-worth clients, develops the practice through referrals, and coordinates the firm’s financial planning, investment, tax, estate, and insurance resources to support client goals.

What you'll do

• Identify clients’ financial goals and develop recommendations
• communicate financial solutions
• build relationships that support client retention
• leverage tax, estate planning, insurance, and other firm solutions
• coach and develop advisor team members
• ensure compliance with regulatory policies and client-care standards
• collaborate with business development professionals to grow the market
• support cultural integration of acquired practices
• and act as a fiduciary. Travel up to 20% may be required.

What we're looking for

Skills & competencies

partner

market leader

wealth advisor

hybrid

menlo park ca

san francisco

walnut creek

san jose

$210,000–$250,000

financial planning

investment management

cfp

series 65

up to 20% travel

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid life and disability insurance
• medical, dental, and vision plans
• HSA
• 14 company-paid holidays
• paid time off
• paid parental leave
• adoption assistance
• employee assistance plan
• 401(k) with matching
• pet insurance
• employee financial planning and guidance.

Why this role

The posting requires a CFP designation or an accepted alternative, and Series 65 unless exempt. It lists a Monday–Friday, 8:00 AM–5:00 PM schedule, hybrid work, and a comprehensive benefits package including medical, dental, vision, paid holidays, paid time off, parental leave, and 401(k) matching.

About the employer

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