
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: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🔥 1 hour ago
Director of Product Management owning AI-powered tax preparation and planning products at Mercer Advisors. Leading roadmap, cross-functional delivery, and tax service transformation.
🕒 2 days ago
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 23
Sales Enablement Manager enabling Mercer Advisors’ wealth management teams through playbooks, coaching frameworks, communications, and sales technology adoption. Supporting field performance across a distributed U.S. organization.
🇺🇸 United States – Remote
💵 $105k - $120k / year
⏰ Full Time
🟠 Senior
🔴 Lead
📊 Sales Operations
👻 Ghost score 10%
🕒 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 9
Client Development Associate onboarding new clients for Mercer Advisors, an integrated financial planning and wealth management firm. Managing paperwork, accounts, custodial transfers, and handoffs to wealth management teams.
🇺🇸 United States – Remote
💵 $80k - $110k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
🚫👨🎓 No degree required
👻 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 0%
🕒 September 3
Estate Planning Attorney advising Mercer Advisors’ wealth-management teams and high-net-worth clients. Reviewing estate plans and recommending tax- and law-driven updates.
🤠 Texas – Remote
💵 $90k - $130k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💼 Attorney / Lawyer
👻 Ghost score 0%
🕒 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 0%
🕒 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 1%
🕒 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 8%
🕒 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 8%
🕒 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.
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