UHNW Senior Wealth Advisor (San Francisco)

Mercer Advisors(21 days ago)

HybridFull TimeSenior$170,000 - $210,000Wealth Management

About this role

Mercer Advisors is a leading financial services firm that specializes in comprehensive financial planning and wealth management for high net worth families. The firm emphasizes a client-centric approach, leveraging a team of experts across various financial disciplines. It offers a flexible work environment and values diversity, aiming to make a meaningful impact on clients' financial lives.

View Original Listing

Required Skills

Financial Planning
Investment Management
Tax Planning
Estate Planning
Client Relations
Portfolio Analysis
Wealth Management
Financial Software
Regulatory Compliance
Relationship Building

Qualifications

Bachelor's Degree in Business, Economics, Accounting or Finance
CFP Certification
Series 65 License

About Mercer Advisors

merceradvisors.com

Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.

View more jobs at Mercer Advisors →