Partner, Market Leader (San Francisco/Menlo Park/Walnut Creek/San Jose)

About the role

As a Partner and Market Leader, you act as both a senior wealth advisor and a player/coach who leads a small team of advisors. You will deepen relationships with an established base of high-net-worth clients, organically grow your practice through referrals, and leverage Mercer Advisors’ unified in-house team of experts—including tax, estate planning, and insurance specialists—to help clients achieve their financial goals. Unlike other firms, Mercer Advisors has a dedicated Sales team, allowing advisors to focus exclusively on client service. As a team leader, you will apprentice and develop advisor team members to maximize client excellence and growth.

Responsibilities

• Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop tailored recommendations.
• Communicate complex financial solutions using strong interpersonal and relationship-building skills.
• Ensure client retention by building long-lasting relationships and implementing appropriate financial solutions.
• Leverage Mercer’s comprehensive solutions, including tax, estate planning, and insurance, to provide holistic client care.
• Work alongside advisor team members to deliver client outcomes, providing feedback, coaching, and leadership.
• Ensure adherence to compliance, regulatory policies, and company standards of client care.
• Collaborate with business development professionals to expand the market through custodial referral channels and centers of influence.
• Lead the cultural integration of acquired wealth management practices.
• Act as a fiduciary, prioritizing client interests and outcomes above all else.

Requirements

• Bachelor’s degree from an accredited institution (preferably in Business, Economics, Accounting, or Finance); Master’s degree a plus.
• 15+ years of relevant experience in financial planning, wealth management, or a related field.
• Certified Financial Planner (CFP) designation required. In lieu of CFP, the following may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), or Chartered Investment Consultant (CIC).
• Series 65 license required, unless exempt under applicable state(s) regulations.

Skills

• Advanced knowledge of financial products, planning concepts, and the economic landscape.
• Superior communication skills, with the ability to present complex financial solutions clearly.
• Proficiency in financial planning software and asset allocation analysis.
• Strong collaboration skills and a willingness to mentor and support team members.
• Sales aptitude and entrepreneurial mindset with a growth-oriented attitude.
• Comprehensive understanding of compliance requirements and fiduciary responsibilities.
• Ability to travel up to 20% for client meetings, training, or other business needs.

Schedule

This is a hybrid role requiring availability Monday through Friday, 8:00 AM – 5:00 PM, with a combination of remote and in-office work in a professional setting.

Pay

The annualized base salary range for this role is $85,000 – $145,000 USD, depending on experience, skillset, and geographic location. In addition to base salary, this position is eligible for an annual bonus and other incentive compensation.

Benefits

• Comprehensive medical, dental, and vision coverage, including High Deductible Health Plans (HDHP) and traditional co-pay options.
• Kaiser medical plans available in California.
• Health Savings Account (HSA) with company contributions for HDHP enrollees.
• Company-paid basic life and AD&D insurance, as well as short- and long-term disability insurance.
• Supplemental insurance options, including life, AD&D, accident, critical illness, and hospital indemnity.
• Dependent Care Savings Account for child and dependent care expenses.
• 14 company-paid holidays, including a full week off at Thanksgiving.
• Generous paid time off for vacation and sick days.
• Employee Assistance Plan for personal and professional support.
• Family Medical Leave and 8 weeks of paid parental leave.
• Maternity benefits, including company-paid short-term disability and supplemental leave.
• Adoption Assistance Reimbursement Program.
• Company-paid concierge services for caregiving and personal needs.
• 401(k) Retirement Plan with traditional and Roth options, per-pay-period matching, and after-tax contributions.
• Pet insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.