Walnut Creek, California, 94596

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Full Time
Hybrid
$85000 - $145000/yr
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Partner, Market Leader (San Francisco/Menlo Park/Walnut Creek/San Jose)

**Job Title: Partner**

The Partner serves in a dual role as both a mentor and manager, nurturing relationships with high-net-worth clients while guiding and enhancing a team of advisors. They work closely with internal specialists to provide holistic financial solutions and promote market expansion through referral networks. Applicants should hold a Bachelor’s degree and have a minimum of 15 years of pertinent experience, including a mandatory CFP designation or an equivalent credential. A robust knowledge of financial planning, investment products, and leadership skills is crucial for success in this position.


Mercer Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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Back to Top Partner, Market Leader (San Francisco/Menlo Park/Walnut Creek/San Jose)
Partner, Market Leader (San Francisco/Menlo Park/Walnut Creek/San Jose)
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supports..pdf, .doc, .docx, or .txt file