
501 - 1000 employees
Founded 1985
🛡️ Insurance
💼 Consulting
💳 Fintech
Insurance • Consulting • Fintech
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.
Selected: 🆕 Date Added.
🕒 Yesterday
Portfolio Consultant supporting Mercer Advisors’ financial planning and wealth management services. Consulting on portfolio strategies, implementations, investment deliverables, and advisor support.
🇺🇸 United States – Remote
💵 $76.5k - $90k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💼 Consultant
👻 Ghost score 0%
🕒 2 days ago
Director leading Mercer Advisors’ nonprofit institutional investment practice, originating OCIO mandates and overseeing client service. Supporting strategy, marketing, team coordination, and fiduciary investment delivery.
🕒 4 days ago
Senior Manager running high-net-worth sales operations for Mercer Advisors’ integrated financial planning and wealth-management services. Managing Salesforce pipelines, reporting, training, and cross-functional deal execution.
🕒 October 9
Vice President leading trading, operations, and billing for Mercer Advisors, an integrated wealth management firm. Scaling investment operations, fiduciary controls, and client service across a national RIA.
🕒 October 6
VP leading growth enablement and revenue operations for Mercer Advisors, a U.S. wealth management firm. Owning roadmaps, conversion programs, operating cadence, and a four-person central team.
🕒 October 1
Regional Vice President building client relationships and driving wealth management sales for Mercer Advisors. Managing tailored solutions, sales pipelines, and prospective-client conversions.
🕒 October 1
Regional Vice President building client relationships and driving wealth-management sales for Mercer Advisors. Presenting tailored financial solutions and managing the full prospective-client sales pipeline.
🕒 September 17
Research Manager analyzing asset-class data, portfolio performance, and investment managers. Supporting Mercer Advisors’ investment solutions, committee materials, policies, and regulatory documentation.
🇺🇸 United States – Remote
💵 $120k - $135k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
👔 Manager
👻 Ghost score 0%
🕒 September 16
Regional Vice President building client relationships and driving tailored wealth management sales. Mercer Advisors integrates financial planning, investments, tax, estate, and insurance services.
🕒 September 15
Portfolio Operations Specialist managing third-party investment platforms and client portfolio allocations. Supporting Mercer Advisors’ integrated financial planning and wealth management services.
🇺🇸 United States – Remote
💵 $25 - $29 / hour
⏰ Full Time
🟡 Mid-level
🟠 Senior
⚙️ Operations
👻 Ghost score 0%
🕒 September 4
Associate Vice President supporting sales operations and pipeline execution for Mercer Advisors’ integrated financial planning and wealth management services. Improving RVP capacity, lead response, conversion, and client onboarding.
🏄 California – Remote
💵 $65k - $80k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
👔 Vice President
👻 Ghost score 1%
🕒 August 31
Content Operations Specialist streamlining marketing workflows, webinars, vendors, and onboarding for Mercer Advisors, a comprehensive financial advisory firm. Improving team efficiency through process management and technology.
🇺🇸 United States – Remote
💵 $25 - $29 / hour
⏰ Full Time
🟡 Mid-level
🟠 Senior
⚙️ Operations
👻 Ghost score 2%
🕒 August 27
Process Engineer building repeatable workflows for Mercer Advisors’ wealth management partner integrations. Mapping operations, systems, and post-acquisition changes into sequenced integration roadmaps.
🇺🇸 United States – Remote
💵 $85k - $95k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
👷🏻♀️ Engineer
👻 Ghost score 3%
🕒 August 4
Tax Partner serving ultra-high-net-worth families through integrated tax strategy, compliance, and controversy support. Leading UHNW tax professionals at Mercer Advisors, a comprehensive financial planning and wealth-management firm.
🕒 August 4
Managing Partner leading Mercer Advisors’ UHNW estate planning practice. Designing complex wealth transfer strategies and directing an elite team serving multi-generational families.
🇺🇸 United States – Remote
💵 $255k - $300k / year
⏰ Full Time
🟠 Senior
🔴 Lead
🪙 Affiliate Manager
👻 Ghost score 10%
🕒 August 4
Estate planning partner advising ultra-high-net-worth families for Mercer Advisors, an integrated financial planning and wealth management firm. Leading advanced wealth transfer, tax, trust, business succession, and multi-generational planning engagements.
🇺🇸 United States – Remote
💵 $212.5k - $250k / year
⏰ Full Time
🟠 Senior
🔴 Lead
🪙 Affiliate Manager
👻 Ghost score 10%
🕒 July 30
Vice President of Wealth Enablement at Mercer Advisors centralizing support for financial professionals. Leading training development and content strategy for improved client experience.
🕒 July 30
Vice President of Wealth Enablement at Mercer Advisors centralizing support for financial professionals. Leading training development and content strategy for improved client experience.
+11 More Jobs Available!
We scan the internet everyday and find jobs not posted on LinkedIn or other job boards.
We find jobs minutes after they're posted, so you can apply before everyone else.
Most members hear back within the first week
We find jobs other job boards miss.