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Mercer Advisors

Senior Wealth Advisor

Mercer Advisors · LA Century City

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
51 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 Senior Wealth Advisor at Mercer Advisors is responsible for deepening relationships with high net worth clients and growing their practice through referrals. This role involves analyzing clients' financial landscapes, communicating complex financial solutions, and ensuring client retention by developing tailored financial strategies. Advisors are supported by a dedicated sales team and a comprehensive in-house team of experts across various financial disciplines.

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)
  • 15+ years of job-related experience
  • Certified Financial Planner (CFP) designation required
  • Series 65 required
  • 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
  • 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 beyond a sophisticated technology platform
  • The role requires significant experience (15+ years) which may limit opportunities for less experienced candidates
  • Hybrid work schedule may not suit everyone

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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