# Wealth Advisor (Newport Beach, CA)

- **Company:** Mercer Advisors
- **Location:** Newport Beach
- **Workplace:** Hybrid
- **Salary:** USD 145K–250K / year
- **Seniority:** Not stated
- **Role:** Finance and legal
- **Countries:** United States
- **Posted:** 2026-11-06
- **Key facts:** Tools: Excel, Salesforce; Degree required; Certifications: CFA, CIMA; Travel: 50%
- **Job page:** https://rolefalcon.com/job/96991166-wealth-advisor-newport-beach-ca-mercer-advisors-newport-beach

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.

To apply, open the job page above and follow its Apply link to the original posting.

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