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Mercer Advisors

Wealth Advisor

Mercer Advisors · San Diego

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
74 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 Wealth Advisor at Mercer Advisors in San Diego focuses on building and deepening relationships with existing clients while growing their practice through referrals. This role involves analyzing clients' financial situations, communicating complex financial solutions, and ensuring client retention by providing tailored financial advice. Advisors are supported by a dedicated sales team and a range of in-house experts to deliver comprehensive financial services.

Our read on this posting2.8out of 5
benefits
5/5
freshness
1/5
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)
  • At least 3 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)
  • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)
  • 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
  • Comprehensive understanding of compliance requirements

Nice to have

  • Master’s degree
  • Sales aptitude and experience are preferred
  • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment

What you get

  • Medical, dental, and vision coverage
  • Life insurance
  • 401(k) contributions
  • Health Savings Account (HSA)
  • Short- and long-term disability
  • 14 Company Paid Holidays including a full week off at Thanksgiving

Worth weighing

  • No specific mention of the technology stack used
  • Role may require early or late hours occasionally
  • Position may involve working from home or in an office environment

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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