Partner, Market Leader (San Francisco/Menlo Park/Walnut Creek/San Jose)
Mercer Advisors · Menlo Park; San Francisco; Walnut Creek
Posted about 2 months ago
or apply directly on Mercer Advisors's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 63 days Mercer Advisors's roles stay open a median of 82 days
- Reposted
- No
- Salary listed
- No 0% of Mercer Advisors's roles list one
- Ghost-job risk at Mercer Advisors
- high 104 stale, 5 reposted of 104 open
- Hiring momentum
- 167 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-25
Measured from postings appearing on and disappearing from Mercer Advisors's own greenhouse board since 2026-08-03. Full hiring picture for Mercer Advisors.
About this role
The Partner, Market Leader at Mercer Advisors is responsible for managing a team of wealth advisors while also serving as a senior wealth advisor for high-net-worth clients. This role involves deepening client relationships, providing tailored financial solutions, and leveraging a dedicated sales team to grow the practice. Additionally, the Partner will mentor team members and ensure compliance with regulatory standards while collaborating with various in-house experts to meet client needs.
- benefits
- 5/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Mercer Advisors as an employer.
What you need
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
- 15+ years of job-related experience
- Certified Financial Planner (CFP) designation required
- Series 65 required unless exempt
- Advanced knowledge of the industry, financial products, and financial planning concepts
- Superior communication skills
Nice to have
- Master’s degree
- Sales aptitude and experience
- An entrepreneurial spirit and growth-mindset
What you get
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
Worth weighing
- No specific details on the technology stack or tools used
- Role includes leadership responsibilities which may require additional time commitment
- Compensation range provided but not specific salary details for the role
- Hybrid work schedule may not suit all candidates
Summarised from Mercer Advisors's posting. Read the full original.
Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.
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