Wealth Advisor (San Francisco, CA)

Mercer Advisors(13 days ago)

HybridFull TimeSenior$85,000 - $145,000Financial Planning / Wealth Management

About this role

The Wealth Advisor at Mercer Advisors works in a client-focused environment supporting business development and client service efforts. They serve as trusted advisors, manage client relationships, and support financial planning teams, aiming to enhance the financial lives of families across the country.

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Required Skills

financial Planning
Investments
Tax Planning
Estate Planning
Financial Analysis
Client Management
Communication
MS Office
Salesforce
Financial Software

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.

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