Newport Beach

Wealth Advisor (Newport Beach, CA)

USD 145K–250K / yearHybridFinance and legal

ExcelSalesforceCFACIMAPhDTax compliancePowerPointChange management

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Wealth Advisor (Newport Beach, CA) is an open role at Mercer Advisors, a company in banking, insurance and finance. The role is hybrid, based in Newport Beach, United States. We classify it under finance and legal. The role includes up to 50% travel. A university degree is required. Certifications named in the posting: CFA and CIMA. Mercer Advisors has 29 open positions on this site, 1 of them in IT and engineering.

Posted today · Last checked 2026-11-06

About Mercer Advisors

Banking, insurance and finance Non-tech company with an IT team 29 open positions, 3% in IT and engineering. Most open roles: Finance and legal (19), General management and executives (10), Operations and admin (3).

All open jobs at Mercer Advisors →

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5,240 open finance and legal jobs in the United States All open jobs at Mercer Advisors →

Workplace	Hybrid
Seniority	Not stated
Role	Finance and legal
Countries	United States
Key facts	Tools: Excel, Salesforce · Degree required · Certifications: CFA, CIMA · Travel: 50%

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