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Mercer Advisors

Wealth Advisor (Orange County)

Mercer Advisors · Irvine, California, United States; Newport Beach

Posted 14 days ago

or apply directly on Mercer Advisors's site. We never take the application ourselves.

Is this posting real?

This role has been open
14 days
Mercer Advisors's roles stay open a median of 45 days
Reposted
No
Salary listed
No
0% of Mercer Advisors's roles list one
Ghost-job risk at Mercer Advisors
high
52 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
2026-09-17

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 Wealth Advisor role at Mercer Advisors involves deepening relationships with affluent clients and growing the practice through referrals. Advisors will utilize their expertise in financial planning and investments to diagnose client needs and propose tailored solutions, supported by a dedicated sales team and a sophisticated technology platform.

Our read on this posting3.4out of 5
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)
  • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)
  • Certified Financial Planner (CFP) designation required
  • Series 65 required unless exempt due to other designations
  • Advanced knowledge of the industry, financial products, and financial planning concepts
  • Superior communication skills

Nice to have

  • Master’s degree
  • Sales aptitude and experience
  • Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), or Chartered Investment Consultant (CIC) designations

What you get

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Three Cigna medical plans offerings
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions
  • Two comprehensive Dental Plans

Worth weighing

  • No specific mention of the technology stack used
  • The role may require significant relationship management skills and sales aptitude
  • Compensation range is broad and may vary significantly based on experience and location

Summarised from Mercer Advisors's posting. Read the full original.

Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

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