Wealth Advisor (Orange County)

Mercer Advisors is seeking a Wealth Advisor to manage a portfolio of clients, focusing on financial planning, investment management, and client retention. This role involves analyzing client needs, presenting financial solutions, and collaborating with internal teams and external advisors to ensure client success.

• Serve as the primary trusted advisor for 150-250 Wealth Path clients
• Drive client retention and asset growth
• Onboard 10-50 new clients annually
• Provide subject matter expertise in investments, tax, pension, estate, and financial planning
• Analyze, draft, and present financial planning modules to clients
• Manage client communications and coordinate with external advisors