Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)

🏢 Summary: Wealth Advisor role focused on managing and growing relationships with affluent clients through comprehensive financial planning, investment guidance, and fiduciary advisory services. The position leverages in-house experts across tax, estate, and portfolio management while allowing advisors to focus primarily on client needs and retention. Hybrid work schedule with competitive compensation, benefits, and growth opportunities. 🗂️ Requirements: Bachelor's degree in Business, Economics, Accounting, Finance or related field, 7-10 years of financial advisory or related experience, CFP certification or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license or qualifying exemption, Experience with financial planning software, Knowledge of financial planning, investments, tax, and portfolio analysis, Understanding of compliance and regulatory requirements, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, Finance, Investments, Tax, Estate, Portfolio, AssetAllocation, Compliance, FinancialPlanning, Insurance 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. The role allows advisors to focus exclusively on clients while utilizing advanced knowledge of financial planning and investments to diagnose client needs and propose tailored solutions. Advisors are supported by a technology platform and experts in portfolio management, financial planning, tax, estate planning, and related services. Key Responsibilities and Duties - Partner with affluent clients to identify financial goals, analyze financial situations, and develop recommendations aligned with defined objectives - Communicate complex financial solutions using strong relationship-building and interpersonal skills - Ensure client retention through meaningful long-term relationships and implementation of appropriate financial solutions - Leverage solutions including tax, estate planning, insurance, and related services to provide comprehensive client offerings - Ensure adherence to compliance and regulatory policies and company standards of client care - Act as a fiduciary, placing client interests and outcomes first Required Knowledge, Skills and Abilities Education: - Bachelor's degree from an accredited institution preferred in Business, Economics, Accounting, or Finance - Master's degree is a plus Experience: - 7-10 years of related experience as an Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, or Certified Public Accountant Certifications/Licenses: - Certified Financial Planner (CFP) designation required or equivalent designation including ChFC, PFS, CFA, or CIC - Series 65 required unless exempt through qualifying designation in applicable states Skills & Competencies: - Advanced knowledge of the industry, financial products, and financial planning concepts - Ability to present investment, finance, and tax planning solutions effectively to clients - Knowledge of the economic landscape and its impact on clients and the firm - Experience utilizing financial planning software - Strong collaboration skills - Sales aptitude and entrepreneurial mindset preferred - Understanding of investments, ISG, asset allocation, and portfolio analysis - Comprehensive understanding of compliance requirements - Ability to travel up to 20% for client meetings and training Work Schedule: - Business hours Monday through Friday Working Conditions: - Hybrid schedule with remote and office work in a professional office environment - Standing and sitting with assigned workstation Compensation: - Total expected cash compensation range: $170,000 - $210,000 USD Benefits: - Company-paid life and disability insurance - Supplemental insurance options - Medical, dental, and vision plans - Health Savings Account with company contributions - Dependent care savings account - 14 company-paid holidays including a full week off at Thanksgiving - Generous paid time off program - Employee Assistance Plan - Family Medical Leave - Paid parental leave - Adoption assistance reimbursement - Concierge services for caregiving and personal support - 401(k) retirement plan with company match - Pet insurance - Personalized financial planning services at preferred employee pricing

🏢 Summary: Service Operations Associate I role supporting ultra-high-net-worth client operations in a wealth management environment. The position focuses on processing financial transactions, custodial coordination, CRM documentation, and operational support for Relationship Managers and Wealth Advisors. The role offers career growth within service operations and includes comprehensive employee benefits. 🗂️ Requirements: 2–4 years of related experience, Financial services industry experience, High school diploma, MS Word proficiency, Excel proficiency, Outlook proficiency, Ability to manage transactional processing accurately, Experience working in an office environment, Strong written communication skills, Strong verbal communication skills 📃 Skills: Excel, Outlook, Word, Salesforce, CRM, ACH, wires 🏢 Description: Job Summary: For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand or $300 million, our family office model – which integrates financial planning, investment management, tax and estate planning, insurance, and more – was designed to help them not worry about money. Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary operational lead and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management. The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. Essential Job Functions for this role include: Operational Execution - Process client paperwork, forms, and documentation with accuracy and efficiency. - Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies. - Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed. - Maintain detailed records of all transactions and communications in the CRM and custodial platforms. Custodial & Platform Coordination - Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions. - Stay current on custodial procedures, platform updates, and regulatory requirements. - Ensure all operational activities meet compliance standards and internal controls. Team Collaboration & Support - Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution. - Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency. - Participate in team meetings and contribute to process improvement initiatives. - Other duties as assigned. Quality Assurance & Continuous Improvement - Identify and report operational inefficiencies or recurring issues. - Assist in documenting and refining standard operating procedures (SOPs). - Support training and onboarding of new team members as needed. Career Path & Growth: - Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives. - Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. Knowledge, Skills, & Abilities: Education: - High School diploma with a Bachelor's degree highly preferred Experience: - Two to Four years of job related experience - Financial services industry required - Prior experience working in an office environment with a customer service focus helpful Certifications: - Notary designation a plus Job Skills: - Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - Excellent verbal and written communications skills a must - Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus - Strong desire for continuous self-learning and professional growth Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth plans with per pay period match and after-tax option - Pet Insurance - Personalized financial planning and guidance offered at preferred employee pricing

🏢 Summary: Regional Vice President role focused on driving wealth management sales by building client relationships, presenting tailored financial solutions, and managing the full sales pipeline. The position requires strong financial services expertise, licensing, CRM experience, and the ability to engage clients through virtual and in-person interactions in a fast-paced environment. 🗂️ Requirements: 5+ years of sales experience in financial services, Series 65 or Series 66 license or qualifying exemption designation, Experience using CRM systems, Experience managing sales pipelines, Ability to build relationships with prospective clients, Deep understanding of financial services and investment management, Proficiency in MS Excel, Proficiency in Word, Proficiency in Outlook, Proficiency in PowerPoint, Strong time management and organizational skills, Ability to travel, Bachelor's degree or equivalent experience 📃 Skills: Salesforce, CRM, Excel, Word, Outlook, PowerPoint, Zoom, Series65, Series66, CFP, ChFC, PFS, CFA, CIC 🏢 Description: Job Summary: The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. Essential Job Functions for this role include: • Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help • Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals • Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client • Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth Requirements: • Bachelor's degree preferred or equivalent experience. • 5+ years of successful sales experience in financial services • Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). • CFP® (Certified Financial Planning) designation preferred. • Experience using CRM systems (Salesforce preferred) and managing sales pipelines • Experience building relationships with and understanding the needs of potential clients • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive • Deep understanding of financial services industry and investment management • Passion for helping clients achieve their financial goals • Proven time management and organizational skills in high-volume, high-energy environments • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint • Flexibility to travel Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $119,000—$140,000 USD Benefits: • Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance • Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care • 14 Company Paid Holidays including a full week off at Thanksgiving • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, supplemental STD, plus Parental Leave • Adoption Assistance Reimbursement Program • Company Paid Concierge Services • 401(k) Retirement Plan with Traditional and Roth plans plus company match • Pet Insurance • Personalized financial planning and guidance at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify and complies with federal employment eligibility verification requirements.

🏢 Summary: Regional Vice President role focused on wealth management sales, client relationship building, and guiding prospective clients toward tailored financial solutions. The position involves managing a full sales pipeline, leveraging financial expertise, and collaborating across teams in a fast-paced environment. The role offers competitive compensation, incentive opportunities, and a comprehensive benefits package. 🗂️ Requirements: 5+ years of sales experience in financial services, Series 65 or Series 66 license or qualifying exemption designation, Experience with CRM systems, Experience managing sales pipelines, Knowledge of investment management and financial services, Ability to build and maintain client relationships, Strong time management and organizational skills, Proficiency in Microsoft Office tools, Availability to travel 📃 Skills: Salesforce, Excel, Word, Outlook, PowerPoint, CRM, Series65, Series66, CFP, ChFC, PFS, CFA, CIC 🏢 Description: Job Summary: The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. Essential Job Functions for this role include: • Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help • Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals • Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client • Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth Requirements: • Bachelor's degree preferred or equivalent experience. • 5+ years of successful sales experience in financial services • Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). • CFP® (Certified Financial Planning) designation preferred. • Experience using CRM systems (Salesforce preferred) and managing sales pipelines • Experience building relationships with and understanding the needs of potential clients • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive • Deep understanding of financial services industry and investment management • Passion for helping clients achieve their financial goals • Proven time management and organizational skills in high-volume, high-energy environments • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint • Flexibility to travel Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $119,000—$140,000 USD Benefits: • Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care • 14 Company Paid Holidays including a full week off at Thanksgiving • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) • Adoption Assistance Reimbursement Program • Company Paid Concierge Services • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing

🏢 Summary: Opportunity for an experienced Wealth Advisor to manage and deepen relationships with affluent clients, delivering comprehensive financial planning and investment solutions. The role focuses on fiduciary client service, portfolio analysis, and collaboration with in-house experts in tax, estate, and insurance. Advisors leverage financial planning software and a unified platform to develop tailored strategies and drive organic growth. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 7–10 years of experience as Independent Advisor, Registered Representative, Portfolio Manager, Financial Planner, or CPA, Certified Financial Planner (CFP) or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license (or qualifying exemption), Advanced knowledge of financial planning concepts and financial products, Experience with financial planning software, Strong understanding of asset allocation and portfolio analysis, Comprehensive knowledge of compliance and regulatory requirements, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, FinancialPlanning, PortfolioManagement, AssetAllocation, TaxPlanning, EstatePlanning, InsurancePlanning, Compliance, FinancialPlanningSoftware 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. Advisors focus exclusively on their clients and act as fiduciaries, utilizing advanced knowledge of financial planning and investments to diagnose client needs and propose tailored solutions. They are supported by a technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and related disciplines. Key Responsibilities and Duties - Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations aligned with defined objectives - Communicate complex financial solutions clearly and effectively - Build meaningful, long-term client relationships to ensure retention - Leverage solutions including tax, estate planning, and insurance to deliver comprehensive strategies - Ensure adherence to compliance and regulatory policies and company standards of client care - Act as a fiduciary, placing client interests first Required Knowledge, Skills and Abilities Education: - Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting, or Finance); Master’s degree a plus Experience: - 7–10 years of relevant experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: - Certified Financial Planner (CFP) designation required, or acceptable alternative (ChFC, PFS, CFA, CIC) - Series 65 required unless exempt based on designation and state regulations Skills & Competencies: - Advanced knowledge of financial products and financial planning concepts - Ability to present investment, finance, and tax planning solutions - Strong understanding of economic landscape and its impact on clients - Experience utilizing financial planning software - Strong understanding of investments and ability to perform asset allocation and portfolio analysis - Comprehensive knowledge of compliance requirements - Ability to travel up to 20% Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Compensation and Benefits: Annual base salary range: $85,000—$145,000 USD, plus eligibility for annual bonus and incentive compensation. Benefits include: - Medical, dental, and vision coverage - Life insurance - 401(k) with company match (Traditional and Roth options) - Health Savings Account (HSA) - Short- and long-term disability coverage - Paid holidays and generous paid time off - Paid parental leave - Employee Assistance Plan - Dependent care savings account - Adoption assistance reimbursement - Pet insurance - Additional supplemental insurance options

🏢 Summary: Client-facing Wealth Advisor role managing a portfolio of 150–250 clients, delivering comprehensive financial planning and investment guidance, and supporting regional business development. The position involves onboarding new clients, performing portfolio analysis, presenting financial plans, and collaborating with senior leadership. Requires strong expertise in financial planning concepts, investment analysis, and financial technology platforms. 🗂️ Requirements: Bachelor’s degree in Business, Economics, Accounting, Finance or related field, 5–25 years of relevant financial advisory experience, Certified Financial Planner (CFP) designation, Advanced knowledge of financial planning, investments, tax, insurance, and estate planning, Experience generating and reviewing performance reports, Proficiency with Microsoft Office tools, Experience with Salesforce and financial planning software, Ability to travel up to 50% 📃 Skills: FinancialPlanning, Investments, AssetAllocation, PortfolioAnalysis, InvestmentResearch, TaxPlanning, EstatePlanning, InsurancePlanning, Salesforce, MicrosoftOffice, Excel, PowerPoint, Outlook, Docusign, FinancialPlanningSoftware, PerformanceReporting 🏢 Description: Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm's Managing Directors and Wealth Path leadership to support the team's region-wide business development and client service efforts. Essential Job Functions for the Wealth Advisor will include: - Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients - Ensuring retention of the firm's clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth - Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients - Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning - Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients - Managing client communications and follow-up with clients' other advisors - Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention - Attending company workshops or lectures and speak to groups of potential clients when called upon - Implementing company policies and procedure - Other duties as needed Required Knowledge, Skills and Abilities: Education: - Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus Experience: - Five to twenty-five years of job-related experience Certifications: - Certified Financial Planner (CFP) designation - Additional certifications such as ChFC, PFS, CFA or CIC considered Job Skills: - Strong knowledge of investment, finance, insurance, and tax planning concepts - Technical and analytical training and experience in financial planning - Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred - Ability to generate and review performance reports and present recommendations - Ability to manage multiple priorities and deliver to tight deadlines - Ability to work without close supervision - Ability to travel up to 50% for client meetings and trainings Competencies: Business & Technological Knowledge: - Advanced knowledge of financial products and financial planning concepts - Strong understanding of investments and asset allocation - Perform asset allocation and analysis for portfolio reviews and investment research - Prepare reports to illustrate trends and risks of investment opportunities - Expert use of Core Technology (Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, Docusign) - Comprehensive understanding of compliance requirements Client Focus & Accountability: - Assist in development of materials for client meetings and follow-ups - Support business development activities - Ensure work quality and timely delivery Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment. Travel up to 50% of the time for client needs and trainings. Compensation and Benefits: - Annualized base salary range: $85,000—$145,000 USD - Eligible for annual bonus and incentive compensation - Medical, dental, and vision coverage - Life insurance - 401(k) contributions - Health Savings Account (HSA) - Short- and long-term disability - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental insurance options - Three Cigna medical plans and Kaiser plans in California - Dental and Vision plans - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Client-facing Wealth Advisor role managing and growing a book of 150–250 clients, delivering comprehensive financial planning and investment guidance within a team-based environment. The position focuses on client retention, onboarding new clients, asset growth, and presenting financial planning modules across investments, tax, estate, and insurance. Offers competitive base salary, bonus potential, and a comprehensive benefits package. 🗂️ Requirements: Bachelor’s degree (Business, Economics, Accounting, Finance or related), 5–25 years of relevant financial advisory experience, Certified Financial Planner (CFP) designation, Advanced knowledge of financial planning concepts and financial products, Experience managing client relationships and investment portfolios, Ability to generate and review performance reports, Proficiency with Microsoft Office suite, Ability to travel up to 50% 📃 Skills: FinancialPlanning, Investments, TaxPlanning, EstatePlanning, Insurance, AssetAllocation, PortfolioAnalysis, Salesforce, MicrosoftOffice, Excel, PowerPoint, Outlook, Docusign, FinancialPlanningSoftware 🏢 Description: Job Summary: The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of the firm's leadership to support region-wide business development and client service efforts. Essential Job Functions: - Function as the primary trusted advisor to a book of 150–250 Wealth Path clients - Ensure client retention and bring in additional assets to transition clients into Custom Wealth - Onboard or transition 10–50 new clients annually to build a book of up to 250 clients - Support Regional Vice Presidents and Managing Directors as a subject matter expert in investments, tax, pension, estate, insurance, and financial planning - Analyze, draft, edit, deliver, and present financial planning modules to clients - Manage client communications and coordinate with clients' other advisors - Ensure adherence to company standards of client care, annual meetings, referrals, and retention - Attend workshops or lectures and speak to potential clients when required - Implement company policies and procedures Required Knowledge, Skills and Abilities: Education: - Bachelor’s degree from an accredited institution (Business, Economics, Accounting, Finance preferred); Master’s degree a plus Experience: - Five to twenty-five years of job-related experience Certifications: - Certified Financial Planner (CFP) designation required - Additional certifications such as ChFC, PFS, CFA, or CIC considered Job Skills: - Strong knowledge of investment, finance, insurance, and tax planning concepts - Technical and analytical training in financial planning - Ability to generate and review performance reports and present recommendations - Advanced knowledge of financial planning software and comparison tools - Strong understanding of investments, asset allocation, and portfolio analysis - Expert use of Microsoft Office, Box, Custodian Sites, Task Management tools, Salesforce, and Docusign - Comprehensive understanding of compliance requirements - Ability to manage multiple priorities and work independently - Ability to travel up to 50% for client meetings and trainings Work Schedule: Business hours Monday through Friday. Working Conditions: Professional office environment; standing and sitting at assigned workstation. Travel up to 50% for client needs and trainings. Compensation and Benefits: Annual base salary range of $85,000–$145,000 USD, plus eligibility for annual bonus and incentive compensation. Comprehensive benefits package includes: - Medical, dental, and vision coverage - Life and AD&D insurance - Short- and long-term disability insurance - 401(k) retirement plan with Traditional and Roth options and employer match - Health Savings Account (HSA) with company contributions - Paid holidays (including a full week at Thanksgiving) and generous PTO - Paid parental leave and family medical leave - Adoption assistance reimbursement - Employee Assistance Plan - Dependent Care Savings Account - Pet insurance - Personalized financial planning at preferred employee pricing

🏢 Summary: Property Manager role overseeing a portfolio of affordable multi-family housing properties with responsibility for fiscal performance, regulatory compliance, resident services, and team leadership. The position includes managing operations, leasing, maintenance coordination, and staff development across multiple properties in Northern California. Candidates need strong affordable housing management experience, supervisory expertise, and knowledge of property management systems and housing regulations. 🗂️ Requirements: Bachelor's degree with 5+ years of multi-family property management experience or Associate degree with 3+ years additional relevant experience, 4+ years of multi-family property management experience, 2+ years of affordable housing experience, 4+ years of supervisory experience managing direct reports, Tax Credit Specialist certification, Certified Occupancy Specialist certification, Experience managing portfolios totaling 800+ units, Proficiency with Microsoft Office Suite, Experience with MRI, Yardi, RealPage, or Boston Post property management software, Knowledge of HUD, TCAC, and Fair Housing regulations, Valid California Driver's License, Reliable transportation for travel between properties 📃 Skills: HUD, TCAC, FairHousing, MRI, Yardi, RealPage, BostonPost, MicrosoftOffice, Accounting, Leasing, Budgeting, PropertyManagement, Compliance, Reporting 🏢 Description: About MidPen At MidPen, we build communities that change lives. Since 1970, we have been committed to our mission: to provide safe, affordable housing of high quality to those in need; establish stability and opportunity in the lives of residents; and foster diverse communities that allow people from all ethnic, social, and economic backgrounds to live in dignity, harmony, and mutual respect. We develop affordable housing, provide professional property management for all our communities, and coordinate robust onsite support programs that help residents thrive. We are active in 12 Northern California counties and have earned recognition as one of the nation's leading non-profit developers and stewards of affordable housing. Our current portfolio of more than 130 properties is home to 20,000 working families, seniors, and people with special needs. We take pride in delivering affordable housing solutions and invite you to join us on a journey toward social, economic, and racial equity. Property Manager The Property Manager is responsible for overseeing a portfolio of multi-family affordable housing properties, ensuring strong fiscal performance, regulatory compliance, and exceptional resident services. Reporting to the Associate Director of Property Management, this role serves as a strategic liaison between properties, internal teams, and external stakeholders while leading Community Managers to deliver on MidPen's mission. This is an exciting opportunity to make a direct impact on affordable housing operations during a period of significant portfolio growth and expansion across Northern California. Responsibilities: - Manage fiscal performance across property portfolio including budget development, expense approval, cash flow monitoring, and variance reporting - Ensure strict compliance with all regulatory requirements including HUD, TCAC, Fair Housing, and local regulations through monitoring and tracking systems - Work with facilities management to ensure preventative maintenance, capital projects, and safety hazard mitigation is completed - Direct tenant management activities including retention planning, complaint resolution, eviction processing, and lease enforcement - Hire, train, and coach Community Manager staff while conducting performance reviews and supporting career development - Lead marketing and leasing efforts including waiting list management, applicant screening, and unit turnover coordination - Collaborate with Asset Management, Accounting, Human Resources, and Facilities teams to achieve operational excellence - Conduct risk management activities including security planning, safety meetings, and incident reporting - Provide direction and support to ensure properties are meeting KPI goals - Lead operational initiatives, driving change and ensuring consistent adoption of updated protocols across all properties - Maintain property appearance and standards through routine site and safety inspections, addressing concerns and capital needs to ensure proper upkeep across the portfolio Qualifications: - Bachelor's degree and 5+ years of multi-family property management experience totaling 800+ units, or Associate degree with 3+ years and additional relevant experience - Tax Credit Specialist and Certified Occupancy Specialist certifications required, or ability to obtain within 6 months - Minimum 4 years of multi-family property management experience with 2 years in affordable housing preferred - At least 4 years of supervisory experience managing direct reports - Proficiency with Microsoft Office Suite and property management software including MRI, Yardi, RealPage, or Boston Post - Strong analytical skills including basic accounting and business math capabilities - Excellent written and verbal communication skills with ability to present to diverse stakeholders - Valid California Driver's License with reliable transportation for travel between properties - Commitment to providing quality affordable housing and fostering diverse communities Education and Experience: - Associate degree and three years of multi-family residential management experience, or Bachelor's degree and five or more years of relevant experience, or equivalent combination of education and experience - Tax Credit Specialist and Certified Occupancy Specialist certification required - Four or more years of multi-family property management experience and a minimum of two years of affordable housing experience - At least four years of supervisory experience Pay Range: $91,200 - $102,600 annual salary based on applicable experience and qualifications Benefits and Compensation: - Health Insurance - Dental, Vision, Life & Disability Insurance - 403(b) Retirement Investment - Employee Education Reimbursement Program - Paid Parental Leave - FSA for Childcare, Medical, and Commuter Benefits - EAP Program - Pet Insurance - Paid Time Off - Company Holidays - Wellness Days Equal Opportunity Employer MidPen Housing Corp. 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. We are committed to providing an inclusive and accessible hiring process. If you need a reasonable accommodation for any part of the application or interview process, please notify your recruiter. Consistent with its obligations under the law, MidPen Housing Corp. will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of the job.

🏢 Summary: Property Manager role overseeing a portfolio of affordable multi-family housing properties, focused on fiscal performance, regulatory compliance, resident services, and operational leadership. The position includes managing Community Managers, coordinating maintenance and leasing operations, and ensuring compliance with affordable housing regulations. Candidates should have extensive property management and supervisory experience along with affordable housing certifications. 🗂️ Requirements: Bachelor's degree with 5+ years of multi-family property management experience or Associate degree with 3+ years and relevant experience, 4+ years of multi-family property management experience, 2+ years of affordable housing experience, 4+ years of supervisory experience, Tax Credit Specialist certification, Certified Occupancy Specialist certification, Proficiency with Microsoft Office Suite, Experience with MRI, Yardi, RealPage, or Boston Post, Valid California Driver's License, Reliable transportation for travel between properties 📃 Skills: HUD, TCAC, FairHousing, MRI, Yardi, RealPage, BostonPost, MicrosoftOffice, Accounting, Leasing 🏢 Description: About MidPen At MidPen, we build communities that change lives. Since 1970, we have been committed to providing safe, affordable housing of high quality to those in need, establishing stability and opportunity in the lives of residents, and fostering diverse communities. We develop affordable housing, provide professional property management for our communities, and coordinate onsite support programs that help residents thrive. Our portfolio includes more than 130 properties serving working families, seniors, and people with special needs. Property Manager The Property Manager is responsible for overseeing a portfolio of multi-family affordable housing properties, ensuring strong fiscal performance, regulatory compliance, and exceptional resident services. Reporting to the Associate Director of Property Management, this role serves as a liaison between properties, internal teams, and external stakeholders while leading Community Managers. Responsibilities: - Manage fiscal performance across property portfolio including budget development, expense approval, cash flow monitoring, and variance reporting - Ensure compliance with HUD, TCAC, Fair Housing, and local regulations through monitoring and tracking systems - Work with facilities management to ensure preventative maintenance, capital projects, and safety hazard mitigation are completed - Direct tenant management activities including retention planning, complaint resolution, eviction processing, and lease enforcement - Hire, train, and coach Community Manager staff while conducting performance reviews and supporting career development - Lead marketing and leasing efforts including waiting list management, applicant screening, and unit turnover coordination - Collaborate with Asset Management, Accounting, Human Resources, and Facilities teams to achieve operational excellence - Conduct risk management activities including security planning, safety meetings, and incident reporting - Provide direction and support to ensure properties are meeting KPI goals - Lead operational initiatives and ensure adoption of updated protocols across all properties - Maintain property appearance and standards through routine site and safety inspections Qualifications: - Bachelor's degree and 5+ years of multi-family property management experience totaling 800+ units, or Associate degree with 3+ years and additional relevant experience - Tax Credit Specialist and Certified Occupancy Specialist certifications required or ability to obtain within 6 months - Minimum 4 years of multi-family property management experience - Minimum 2 years of affordable housing experience preferred - At least 4 years of supervisory experience managing direct reports - Proficiency with Microsoft Office Suite and property management software including MRI, Yardi, RealPage, or Boston Post - Strong analytical skills including accounting and business math - Excellent written and verbal communication skills - Valid California Driver's License with reliable transportation Benefits and Compensation - Annual salary range: $91,200 - $102,600 - Health Insurance - Dental, Vision, Life & Disability Insurance - 403(b) Retirement Investment - Employee Education Reimbursement Program - Paid Parental Leave - FSA for Childcare, Medical, and Commuter Benefits - EAP Program - Pet Insurance - Paid Time Off - Company Holidays - Wellness Days Equal Opportunity Employer MidPen Housing Corp. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment in accordance with applicable laws.

🏢 Summary: Leadership role overseeing regional account management, retention, and revenue expansion in a regulated healthcare environment. The position focuses on AI-enabled forecasting, customer growth strategies, compliance-driven execution, and cross-functional collaboration to drive scalable post-sale performance. Candidates will lead high-performing teams while improving customer retention, operational efficiency, and enterprise growth. 🗂️ Requirements: 10+ years in account management, customer success, or post-sale commercial leadership, 1+ years leading managers or senior leaders, Experience improving retention and expansion in regulated or complex industries, Advanced proficiency with CRM platforms and forecasting tools, Experience with AI-driven analytics and data-driven decision-making, Strong knowledge of compliance and risk management in regulated environments, Bachelor's degree or equivalent experience, Ability to manage cross-functional collaboration across operations, finance, legal, quality, and sales 📃 Skills: CRM, AI, Analytics, Forecasting, Pipeline, Segmentation, Automation, Dashboards, Finance, Operations, Legal, Compliance, Quality, Healthcare, LifeSciences 🏢 Description: Position Summary: The Director, Account Management – West/Midwest leads regional post-sale revenue performance, retention, and expansion across Empower's customer base, directly impacting predictable growth, customer lifetime value, and enterprise trust. This role owns strategy, operating cadence, and leader development, ensuring disciplined execution, accurate forecasting, and compliant delivery. Leveraging AI as a force multiplier, the leader scales insight generation, prioritization, and decision quality to accelerate speed, consistency, and outcomes. Operating within a hyper-growth, highly regulated 503A/503B environment, the role aligns customer commitments with quality, regulatory, and operational realities. Success requires strong strategic thinking, rigorous execution, and exceptional learning agility to navigate complexity, elevate standards, and deliver durable, scalable performance while building teams, strengthening cross-functional orchestration, and institutionalizing repeatable systems that enhance transparency, accountability, and long-term value creation across the region. Responsibilities: Regional Account Revenue Ownership - Revenue Ownership: Own regional retention and expansion performance by designing AI-enabled account strategies, optimizing pricing and renewal motions, and ensuring disciplined execution. Drive predictable growth through data-informed prioritization, pipeline visibility, and risk mitigation while protecting margin, compliance, and service quality in a regulated healthcare environment. - Growth Strategy: Develop scalable expansion frameworks leveraging AI-driven segmentation, opportunity scoring, and customer insights to unlock wallet share. Align regional growth plans with enterprise priorities, ensuring execution rigor, cross-functional coordination, and measurable outcomes. - Forecast Accuracy: Establish high-confidence forecasting systems using AI-enhanced analytics, standardized inspection cadences, and performance dashboards. Partner with Finance and Revenue Operations to ensure data integrity, reduce variability, and proactively surface risks. Account Management Team Leadership - Leader Development: Build and coach high-performing managers through structured development plans, performance analytics, and AI-supported coaching insights. Elevate leadership capability, reinforce accountability, and cultivate a culture of excellence. - Performance Management: Drive clear expectations, rigorous inspection rhythms, and data-backed performance interventions. Utilize AI tools to identify gaps, optimize productivity, and enhance decision-making across the regional account management organization. - Talent Strategy: Attract, retain, and develop top-tier talent through structured hiring, succession planning, and capability building. Leverage AI in talent assessment and workforce planning to ensure scalable leadership pipelines aligned with growth trajectory. Customer Stewardship and Executive Engagement - Executive Engagement: Own senior-level customer relationships, leading strategic conversations, escalations, and negotiations with credibility and transparency. Use AI-driven insights to anticipate needs, strengthen trust, and align customer expectations with operational realities. - Value Delivery: Ensure consistent delivery of customer commitments through disciplined account planning, proactive communication, and performance tracking. Integrate AI tools to monitor satisfaction, identify risks, and enhance service quality across complex, high-value accounts. - Retention Strategy: Design and execute retention programs leveraging predictive analytics, health scoring, and engagement models. Mitigate churn risks early while reinforcing long-term partnerships that drive sustainable growth and enterprise confidence. Compliance-Embedded Account Execution - Process Optimization: Standardize account management workflows using AI-enabled automation, playbooks, and performance metrics. Drive efficiency, scalability, and consistency while reducing manual effort and improving execution quality across the region. - Cross-Functional Collaboration: Orchestrate collaboration across Operations, Quality, Finance, Legal, and Sales to ensure seamless account execution. Clarify ownership, streamline escalation paths, and align priorities to operate as a unified enterprise system. - Risk Management: Embed compliance, quality, and contractual guardrails into all account activities. Partner with regulatory and legal teams to proactively identify risks, ensure adherence, and prevent exposure in a highly regulated 503A/503B environment. Forecasting, Renewal Discipline, and Predictability - Data Utilization: Leverage AI and advanced analytics to generate actionable insights, inform strategy, and enhance decision-making. Drive adoption of data-driven practices that improve speed, accuracy, and business outcomes across account management functions. - System Scaling: Build scalable systems, frameworks, and governance models that support rapid growth. Ensure repeatability, transparency, and alignment with enterprise standards while enabling flexibility in a dynamic, high-growth environment. - Continuous Improvement: Champion a culture of innovation and learning agility by integrating AI tools, testing new approaches, and refining processes. Continuously elevate performance standards to sustain competitive advantage and operational excellence. Knowledge and Skills: - Advanced proficiency in CRM platforms, forecasting tools, and AI-driven analytics for pipeline management, customer insights, and performance optimization within complex, high-growth commercial environments. - Strong leadership capability in building, coaching, and scaling high-performing teams, with expertise in performance management, talent development, and organizational design aligned to strategic priorities. - Deep understanding of regulated business environments, including risk management, compliance alignment, and cross-functional coordination across quality, legal, and operational stakeholders. - Exceptional communication, executive presence, and strategic thinking skills, with the ability to influence senior stakeholders, manage complexity, and drive enterprise-level outcomes. Experience and Qualifications: - 10 to 15 years of experience leading account management, customer success, or post-sale commercial organizations, with at least 1 to 2 years leading leaders. - Demonstrated success improving retention, expansion, and customer trust in regulated or complex environments. - Experience operating within healthcare, life sciences, or similarly governed industries preferred. - Bachelor's degree required, or equivalent experience considered. Key Competencies: - Customer Focus: Builds trust through customer-centric solutions. - Strategic AI: Guides responsible AI adoption and adaptation. - Optimizes Work Processes: Drives efficiency with continuous improvement. - Collaborates: Partners effectively to achieve shared goals. - Resourcefulness: Secures and deploys resources efficiently. - Manages Complexity: Simplifies and solves complex challenges. - Ensures Accountability: Delivers on commitments with integrity. - Situational Adaptability: Adjusts approach to shifting conditions. - Communicates Effectively: Tailors messages to diverse audiences. Values: - People: Empowering people defines who we are. - Quality: Excellence in every product, every time. - Service: Serving others is our highest purpose. - Innovation: Advancing care through technology and discovery. Employee Benefits, Health and Wellness: We offer comprehensive benefits to support your health, well-being, and future, including medical, dental, and vision coverage, paid time off, 401(k) matching, wellness perks, IV therapy, and compounded medications. Physical Requirements: While performing the responsibilities of the job, the employee is required to talk and hear. The employee is often required to remain in a stationary position for a significant amount of the workday and frequently use their hands and fingers to handle or feel in order to access, input, and retrieve information from the computer and other office productivity devices. Employees are regularly required to move about the office and around the corporate campus. The employee is regularly required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl.