Wealth Advisor, Guided Investing (San Diego, CA)

Job Summary

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

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

• Partner with affluent clients to identify their financial goals, analyze their financial landscape, and develop recommendations that help them work toward 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.

• At least 3 years of job‑related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant).

• 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.
• Expert at collaboration and willing to help others.
• Sales aptitude and experience are 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.

This professional role requires availability during standard business hours of Monday through Friday from 8 AM to 5 PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non‑exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30‑minute unpaid lunch period.

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether the position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Annualized base salary range: $85,000 – $145,000 USD.

Eligible for annual bonus and other incentive compensation.

Benefits package includes:

• Company Paid Basic Life & AD&D Insurance.
• Company Paid…