Sr. Wealth Advisor
Senior wealth advisor focused on high-net-worth clients with Regis Group, delivering boutique- level service with in-house experts.
- Full Time
- $170,000 – $210,000/year
- Min. 15 YOE
Browse the full live job inventory for Mercer Advisors. This page is focused on current openings, while the overview tab highlights role groups and hiring patterns.
Senior wealth advisor focused on high-net-worth clients with Regis Group, delivering boutique- level service with in-house experts.
Private Market Specialist provides operations support to Private Investments team servicing clients and advisors.
Financial planning professional prepares comprehensive plans and analyzes cash flow, investments, and taxes for clients.
Financial planning expertise to build comprehensive client plans for individuals and families in Newport Beach.
Financial planning professional preparing comprehensive plans and analyses using industry tools to support Wealth Management Teams.
Senior leadership role driving end-to-end compensation for acquired partner firms in wealth management.
Monitor infrastructure and security signals to coordinate incident response and provide operational support across cloud, identity, and networking domains.
Senior-level financial planning professional delivering comprehensive plans and client experience across advisory teams.
Manager oversees estate planning team, supports strategists, and ensures timely client interactions and documentation.
Talent acquisition partner drives full cycle recruitment with a focus on financial services and compliance across the organization.
Develop the next generation of client service team members and finance professionals.
Community AVP supports market growth through prospecting, events, and COI development to prepare for a full RVP role.
Operational role executing client paperwork, money movement, and custody coordination to support service delivery.
Community AVP supports market growth via prospecting, events, COI outreach, and partner firm coordination while developing toward a Community RVP role.
Estate planning attorney role supporting wealth teams with estate planning reviews and client questions.
Administrative and operational support for Regional Vice Presidents and Direct Client Development team to aid growth and client experience.
Regional leadership to build wealth-management client relationships and drive sales momentum.
Hands-on program operations leader coordinating curriculum, field data, and BI reporting to scale Relationship Expansion while aligning advisor platforms.
Lead regional wealth sales and client relationships to drive tailored wealth solutions and revenue growth.
Lead Direct Client Development team, develop sales strategies, recruit and coach sales staff, and drive KPI-based client acquisition.
Senior field practitioner delivering Client Relationship Expansion programs to advisors and Managing Partners across markets; 75% field delivery, 25% program design and strategic initiative support.
Own Pinpoint program strategy, execution, and scale with AI-powered personalization and cross-functional leadership.
Lead client tax services for high-net-worth individuals and entities, including returns, projections, and research.
Provide tax expertise to support prospect meetings and client development, serving HNW/UHNW clients with complex planning.