Senior Wealth Advisor; San Francisco​/Menlo Park​/Walnut Creek

Regis UHNW Team

Our Regis Group was specifically formed to serve ultra‑high‑net‑worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand‑in‑hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique‑level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management.

Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress.

The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in‑house team of experts to help clients achieve their financial goals.

• Partner with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well‑defined financial objectives.
• Communicate complex financial solutions to clients, utilizing interpersonal communication and relationship‑building skills.
• Ensure client retention by building meaningful and long‑lasting relationships, alongside the development and implementation of appropriate financial solutions.
• Leverage Mercer’s broad set of solutions including tax, estate planning, insurance and more to provide a comprehensive offering to our clients.
• Ensure adherence to compliance and regulatory policies as well as company standards of client care.
• Act as a fiduciary, placing client interests and outcomes first.

• Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related);
  Master’s degree a plus.

• 15+ years of job‑related experience.

• Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:
  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
• Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s).

• Advanced knowledge of the industry, financial products, and financial planning concepts.
• Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients.
• Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients.
• Experience utilizing financial planning software.
• Expert at collaboration and willing to help others.
• Sales aptitude and experience is preferred.
• An entrepreneurial spirit and growth‑mindset, with a positive attitude that contributes to a positive work environment.
• Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews.
• Comprehensive understanding of compliance requirements.
• Ability to travel up to 20% as required for client meetings, company training, etc.

Business hours Monday through Friday.

Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station.

The annualized base salary range for this role is $170,000 – $210,000 USD. In addition to base salary, this position may also be eligible to earn an annual bonus and other incentive compensation.

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Med…