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

The Partner, Market Leader is a player/coach who acts as a senior wealth advisor while leading a small team of other advisors. As an advisor, the Partner 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.

Unlike other firms, Mercer has a dedicated Sales team allowing 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 are supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

As a team leader, the Partner plays a key role in apprenticing and developing advisor team members to maximize client excellence and growth.

• Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
• Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
• Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
• Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
• Works side by side with advisor team members to deliver client outcomes and provide feedback, coaching and leadership to ensure strong client satisfaction and retention
• Ensures adherence to compliance and regulatory policies as well as company standards of client care

• Collaborates with dedicated business development professionals to lead the buildout of the market through custodial referral channels and centers of influence
• Help identify and lead the cultural integration of acquired wealth management practices  

• Acts as a fiduciary, placing client interests and outcomes first

Education:

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

Experience:

• 15+ years of job-related experience

Certifications/Licenses:

• 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)

Skills & Competencies:

• 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.

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.

Hybrid Schedule with a combination of remote and office work in a professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.

#LI-Hybrid

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