Remote Jobs at Mercer Advisors
Mercer Advisors
Fintech • Finance • B2C
Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.
501 - 1000 employees
Founded 1985
💳 Fintech
💸 Finance
👥 B2C
9 hours ago
Managing Director responsible for client development and leading the sales team at Mercer Advisors. Driving organic growth strategy with experienced financial services professionals across the U.S.
Yesterday
Job not on LinkedIn
Lead strategic vision and administration of CRM and M&A Integrations for Mercer Advisors. Enhance business processes and manage integration projects for acquired firms.
2 days ago
Job not on LinkedIn
Insurance Advisor supporting families with financial planning and insurance solutions. Collaborating with Wealth Advisors to manage risk and enhance client experiences across the USA.
3 days ago
Director of Strategic Partnerships serving as lead liaison with key business partners at Mercer Advisors. Responsible for managing partnership strategy, driving growth, and collaborating across teams.
November 21
Job not on LinkedIn
Senior Accountant handling month end close procedures and financial reporting. Joining Mercer Advisors to enhance financial integrity and support families' financial lives.
November 21
Job not on LinkedIn
Growth Analytics intern supporting the Direct to Consumer Acquisition team with cross-functional analytical projects. Involves data analysis, insights, and collaboration across teams in a remote setting.
November 21
Job not on LinkedIn
Intern at Mercer Advisors constructing financial plans and engaging with clients. Learning about financial planning tools and collaborating with team members in a professional setting.
🇺🇸 United States – Remote
💵 $20 / hour
👨🎓 Internship
⚪️ Entry-level
💸 Financial Planning and Analysis (FP&A)
November 21
Job not on LinkedIn
Sales Revenue and Operations intern working with the Client Development team to improve conversion and efficiency at Mercer Advisors. Engaging in professional development and mentorship during a 10-week summer internship.
November 19
Job not on LinkedIn
Client Service Specialist providing operational support to Wealth Advisors and high-net-worth clients. Delivering excellent client experience through administrative and operational efforts in a dynamic environment.
November 18
Job not on LinkedIn
Tax Preparer providing dedicated support to tax preparation team. Assist with tax returns and utilize tax software for efficient service delivery.
November 5
Manager of Management & Performance Analytics developing data strategies for Mercer Advisors' clients. Leading the Business Intelligence team to drive performance, reporting, and analytics.
October 30
Estate Planning Service Specialist supporting estate planning strategists and clients at Mercer Advisors. Responsible for drafting correspondence, managing calendars and maintaining client files.
October 23
Job not on LinkedIn
Senior Wealth Strategist supporting insurance advice for high-net-worth clients at Mercer Advisors. Collaborating with advisors to enhance wealth preservation objectives and client-advisor experience.
October 23
Director leading operational logistics for Community Marketing initiatives at Mercer Advisors. Overseeing event management and strategic planning nationwide for improved efficiency and effectiveness.
October 23
Job not on LinkedIn
Financial Planner II assisting clients with comprehensive financial planning needs. Join Mercer Advisors, a top RIA firm, dedicated to financial lives of families across the country.
October 22
Job not on LinkedIn
Senior Director leading client relationship expansion at Mercer Advisors. Empowering advisors for growth and transformation in wealth management.
October 21
Job not on LinkedIn
Wealth Management Enablement Manager enhancing training processes and support for advisors at Mercer Advisors. Responsible for communication, education, and integration support in a remote environment.
October 20
Job not on LinkedIn
Wealth Management Enablement Manager responsible for training and supporting advisors at Mercer Advisors. Develops training materials and delivers programs to enhance service quality.
October 13
Job not on LinkedIn
Corporate Counsel supporting compliance and litigation functions at Mercer Advisors. This role entails investigations, regulatory compliance, and legal advisory services.
October 9
Job not on LinkedIn
Accounting Associate II responsible for bookkeeping and data entry tasks. Working with tax matters and performing financial analyses in a remote capacity.
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