
501 - 1000 employees
Founded 1985
π‘οΈ Insurance
πΌ Consulting
π³ Fintech
Insurance β’ Consulting β’ 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.
π₯ 1 hour ago
Advisor Guide generating and qualifying sales opportunities for Mercer Advisors, which integrates financial planning, investments, tax, estate, and insurance services. Handling inbound and outbound prospect engagement.
πΊπΈ United States β Remote
π΅ $19 - $22 / hour
β° Full Time
π‘ Mid-level
π Senior
π» Ghost score 0%
π August 13
Talent Acquisition Partner recruiting professionals across financial advisory, wealth management, tax, estate, technology, and corporate functions. Driving full-cycle hiring and talent strategy for Mercer Advisors, a comprehensive financial planning and wealth management firm.
πΊπΈ United States β Remote
π΅ $88k - $95k / year
β° Full Time
π’ Junior
π‘ Mid-level
π― Recruiter
π«π¨βπ No degree required
π» Ghost score 0%
π August 13
Director overseeing financial planners creating prospect plans for Mercer Advisors, an integrated wealth-management firm. Driving client acquisition through operational strategy, KPIs, process improvement, and team leadership.
πΊπΈ United States β Remote
π΅ $170k - $200k / year
β° Full Time
π΄ Lead
πΈ Financial Planning and Analysis (FP&A)
π» Ghost score 0%
π August 12
Portfolio Consulting manager leading investment teams for Mercer Advisors, an integrated financial planning and wealth management firm. Overseeing portfolios, workflows, resources, and client service.
π 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.
π August 4
Managing Partner leading Mercer Advisorsβ UHNW estate planning practice. Designing complex wealth transfer strategies and directing an elite team serving multi-generational families.
πΊπΈ United States β Remote
π΅ $255k - $300k / year
β° Full Time
π Senior
π΄ Lead
πͺ Affiliate Manager
π» Ghost score 0%
π 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.
πΊπΈ United States β Remote
π΅ $212.5k - $250k / year
β° Full Time
π Senior
π΄ Lead
πͺ Affiliate Manager
π» Ghost score 0%
π 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.
πΊπΈ United States β Remote
π΅ $204k - $230k / year
β° Full Time
π΄ Lead
π Vice President
π» Ghost score 0%
π July 23
Analyst in the Wealth Solutions team at Mercer Advisors analyzing client data for insights and operational improvements. Collaborating with leadership on data-driven strategies in the financial sector.
πΊπΈ United States β Remote
π΅ $127.5k - $150k / year
β° Full Time
π Senior
π Manager
π» Ghost score 0%
π July 23
Senior Salesforce Engineer optimizing Salesforce ecosystem at Mercer Advisors. Designing and implementing custom solutions and leveraging AI capabilities for enhanced user experience.
πΊπΈ United States β Remote
π΅ $115k - $145k / year
β° Full Time
π Senior
ππ©βπ» Salesforce Developer
π» Ghost score 0%
π July 20
Senior Director at Mercer Advisors spearheading tax-to-wealth growth strategies. Responsible for executing marketing programs and client relationship management while managing tax practices.
πΊπΈ United States β Remote
π΅ $170k - $200k / year
β° Full Time
π Senior
π° Tax
π» Ghost score 0%
π July 20
Director of Targeted Acquisition leading the scaling of AI-powered systems at Mercer Advisors. Focused on strategy, execution, and effective adoption of tools for high-value prospecting.
πΊπΈ United States β Remote
π΅ $145k - $175k / year
β° Full Time
π΄ Lead
π Director
π» Ghost score 0%
π July 17
Senior Director leading the product vision of the Regis platform for ultra-high-net-worth clients. Overseeing cross-functional initiatives and the evolution of complex platform solutions.
πΊπΈ United States β Remote
π΅ $175k - $200k / year
β° Full Time
π Senior
β Product Manager
π» Ghost score 1%
π July 16
Community Analytics Manager driving analytics strategy for Mercer Advisors' Community growth initiatives. Leading analytics agenda and partnership across Marketing, Client Development, and Operations teams.
πΊπΈ United States β Remote
π΅ $95k - $105k / year
β° Full Time
π‘ Mid-level
π Senior
π Data Analyst
π» Ghost score 2%
π July 16
Trust Operations Coordinator providing administrative support for Trust Operations team at Mercer Advisors. Collaborating with Wealth Management Teams for seamless operational tasks and compliance.
πΊπΈ United States β Remote
π΅ $22 - $25 / hour
β° Full Time
π‘ Mid-level
π Senior
βοΈ Operations
π» Ghost score 2%
π July 14
πΊπΈ United States β Remote
π΅ $150k - $175k / year
β° Full Time
π΄ Lead
β Product Manager
π» Ghost score 2%
π July 13
Senior Manager overseeing client data permissions and privacy governance at Mercer Advisors. Centralizing access management for improved operational efficiency and security standards.
πΊπΈ United States β Remote
π΅ $110.5k - $130k / year
β° Full Time
π Senior
π€ Client Partner
π» Ghost score 3%
π July 13
Senior Manager overseeing client data permissions and privacy governance at Mercer Advisors. Centralizing access management for improved operational efficiency and security standards.
πΊπΈ United States β Remote
π΅ $110.5k - $130k / year
β° Full Time
π Senior
π€ Client Partner
π» Ghost score 3%
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