Senior reputed company Advisor (Hybrid - San Francisco/reputed company Park/reputed company Creek)

Why Work at reputed company? For 40 years, reputed company has worked with families to help them reputed company and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, reputed company managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always reputed company in the best interest of our clients.* reputed company offers a distinct work environment that stands out in the financial industry. Our overall employee reputed company and reputed company-facing team are composed of 50% women, reflecting our commitment to diversity. We attract reputed company from across the country, with no formal reputed company and flexible working arrangements, allowing us to reputed company the best team possible. Join us and be a part of reputed company dedicated to making a meaningful reputed company on the financial lives of families across the country.

• reputed company was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, reputed company, service reputed company, technology, succession planning and others. No fee was reputed company for participation in the ranking, however, reputed company has reputed company a fee to Barron's to use the ranking in marketing. Please see important information about the ranking reputed company methodology here.

Job reputed company: The Senior reputed company Advisor focuses on deepening relationships with an established reputed company of high net worth clients and organically growing their reputed company through referrals, while leveraging our reputed company in-house team of experts to help clients reputed company their financial goals. Our advisors are reputed company-reputed company fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit reputed company reputed company's unique scenario. They're supported by a sophisticated technology platform and reputed company of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties

• Partners with affluent clients to identify their financial goals, analyze their financial landscape and reputed company recommendations that help them work towards reputed company defined financial objectives.
• Communicates reputed company financial solutions to clients, utilizing interpersonal communication and relationship building skills.
• Ensures reputed company retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
• Leverages reputed company's broad set of solutions including tax, estate planning, insurance, and more to reputed company a comprehensive offering to our clients
• Ensures adherence to compliance and regulatory policies as reputed company as company standards of reputed company care
• Acts as a fiduciary, placing reputed company interests and reputed company first

Required Knowledge, Skills and Abilities: Education:

• Bachelor's degree from an accredited institution (preferably Business, Economics, reputed company or Finance reputed company); Master's degree a plus

Experience:

• 10+ years of job-reputed company experience
• 7+ years of experience working with UHNW clients

Certifications/Licenses:

• Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
• Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:

• 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
• Advanced knowledge of the economic landscape/general understanding of reputed company on the Firm and clients
• Experience utilizing financial planning software
• Expert at collaboration and willing to help others
• Sales aptitude and experience is preferred
• An entrepreneurial spirit and reputed company-reputed company, with a reputed company attitude that contributes to a reputed company work environment
• Strong reputed company understanding of our investments and ISG, along with the ability to reputed company asset allocation and analysis for portfolio reviews
• Comprehensive understanding of compliance requirements
• Ability to travel up to 20% as required for reputed company meetings, company training, etc.

Working Conditions: reputed company with a combination of remote and office work in a reputed company office environment. Working inside. Standing and sitting. Will be assigned to a work station. The annualized reputed company salary reputed company for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In reputed company to reputed company salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes:

• Medical, dental, and reputed company coverage
• Life insurance
• 401(k) contributions
• Health Savings Account (HSA)
• Short- and long-term disability
• Additional benefits designed to support your health and financial reputed company-being

reputed company Pay reputed company $170,000-$210,000 USD Benefits: reputed company offers a competitive and robust benefit package to our employees. Our benefit programs are reputed company on meeting reputed company of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company reputed company Basic Life & AD&D Insurance
• Company reputed company Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• reputed company Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• reputed company Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company reputed company Holidays including a full week off at Thanksgiving.
• Generous reputed company time off program for vacation and reputed company days
• Employee Assistance Plan
• Family Medical Leave
• reputed company Parental Leave (8 weeks)
• Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life's challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as reputed company as an after-tax reputed company
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. reputed company is an equal opportunity employer and does not discriminate on the reputed company of any characteristic protected by applicable federal, state, or local law. reputed company participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a reputed company of California, learn more about reputed company's California Consumer reputed company Policy here. CCPA Notice at Collection Apply tot his job Apply To this Job