Senior Wealth Advisor: Client & Financial Planning
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Mercer Advisors is seeking a Wealth Path Wealth Advisor in Santa Barbara, California. This role focuses on client service and team collaboration, offering substantial career growth for a client-oriented professional. The advisor will manage a diverse client portfolio and help onboard new clients.
The ideal candidate possesses a Bachelor’s degree in a relevant field, has a CFP designation, and 5-25 years of experience in financial planning. The role includes generous benefits and a salary range of $85,000 – $145,000 USD.
This role, Senior Wealth Advisor:
Client Growth & Financial Planning at Merceradvisors, could be your next move.
This role, Senior Wealth Advisor:
Client Growth & Financial Planning at Merceradvisors, could be your next career step.
Are you ready to take on the Senior Wealth Advisor:
Client Growth & Financial Planning role at Merceradvisors?
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