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Mercer Advisors

98 Open RolesLast checked 2d ago

Wealth Management — 19 roles

Wealth Advisor (San Diego, CA)

San Diegohybridfull-time$85k – $120k2d ago

Mid3+ yrs

Wealth Advisor (Portland, OR)

Portlandhybridfull-time$85k – $145k2d ago

Senior7–10 yrsfinancial planning software

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

San Francisco, Menlo Park; San Francisco; Walnut Creekhybridfull-time$170k – $210k2d ago

Senior7–10 yrsfinancial planning software

Wealth Advisor (Scottsdale, AZ)

Scottsdalehybridfull-time$85k – $145k2d ago

Mid5–25 yrsMS WordExcelPowerPointOutlook

Wealth Advisor (Santa Barbara, CA)

Santa Barbarahybridfull-time$85k – $145k2d ago

5–25 yrsMS WordExcelPowerPointOutlook

Wealth Advisor (Radnor, PA)

Allentown, Radnorhybridfull-time$85k – $145k2d ago

Senior7–10 yrsfinancial planning software

Wealth Advisor (Colorado, US)

Colorado, Boulder; Denver (Cherry Creek); Denver (Greenwood Village); Denver (HQ); Fort Collinshybridfull-time$85k – $145k2d ago

Senior7–10 yrsfinancial planning software

Wealth Advisor (Houston, TX)

Houstonhybridfull-time$85k – $145k2d ago

Mid5–25 yrsMS WordExcelPowerPointOutlook

Wealth Advisor (Orange County)

Irvine, Newport Beach, California, United States; Newport Beachhybridfull-time$85k – $145k2d ago

Senior7–10 yrsfinancial planning software

Wealth Advisor

Denver (HQ)2d ago

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

San Francisco, Menlo Park; San Francisco; Walnut Creekhybridfull-time$350k – $400k2d ago

Senior15+ yrsfinancial planning software

Senior Wealth Advisor

LA Century Cityhybridfull-time$170k – $210k2d ago

Senior15+ yrs

Partner, Senior Wealth Advisor

Portlandhybridfull-time$170k – $210k2d ago

Senior5–15 yrs

Mercer Advisors 2027 Summer Internship

Denver (HQ), Albuquerque; Allentown; Ames; Ann Arbor; Arizona; Asheville; Atlanta; Austin; Bartlesville; Bellevue; Bend; Berwyn; Blairsville; Bloomington; Boca Raton; Boise; Boston, Massachusetts, United States; Boulder; Branson; Burlington; California; Charleston, South Carolina, United States; Charlotte; Cherry Hill; Chesterfield; Cincinnati; Colorado; Colorado Springs; Columbus; Connecticut; Dallas - Park Cities; Delaware; Denver (HQ); Durham; Fairport - Rochester; Florida; Franklin; Frisco; Georgia; Grand Rapids, Michigan, United States; Green Bay; Houston; Hunt Valley, Maryland, United States; Idaho; Illinois; Iowa; Irvine, California, United States; Jacksonville; Kentucky; Kernersville; Ketchum; Lexington, Kentucky, United States; Louisiana; Louisville, United States; Macon; Madison; Manhasset; Maryland; Massachussetts; McLean; Melville; Michigan; Minneapolis; Minnesota; Mississippi; Missouri; Naples; Nebraska; Nevada; New Hampshire; New Jersey; New Mexico; New York, New York, United States; Newport Beach; North Carolina; Ohio; Oklahoma; Pennsylvania; Portland; Radnor; Raleigh; Richmond; Rockwall; Salt Lake City; San Antonio; San Diego; San Francisco; Santa Barbara; Sarasota; Scottsdale; Seattle; Sorrento Valley (San Diego); South Carolina; Spokane; Springfield; Tampa; Tennessee; Texas; Tucson; Utah; Virginia; Walnut Creek; Washington; Washington DC; West Des Moines; West Hartford; Westport; Wisconsin; Woodbridge; Woodland Hillson-siteinternship2d ago

EntryMicrosoft Office SuiteExcelWordPowerPoint

Partner, Market Leader (San Francisco/Menlo Park/Walnut Creek/San Jose)

Walnut Creek, Menlo Park; San Francisco; Walnut Creekhybridfull-time$210k – $250k2d ago

Senior15+ yrsfinancial planning software

Associate Wealth Advisor (Denver, CO)

Denver (Greenwood Village), Denver (Greenwood Village); Denver (HQ)hybridfull-time$95k – $110k2d ago

Mid5+ yrsfinancial planning software

Associate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose)

San Francisco, Menlo Park; San Francisco; Walnut Creekhybridfull-time$125k – $143k2d ago

Mid5+ yrs

Associate Wealth Advisor (Minneapolis, MN)

Minneapolishybridfull-time$102k – $120k2d ago

Mid5+ yrs

Associate Wealth Advisor, UHNW

Boulder, Denver (HQ)hybridfull-time$98k – $115k2d ago

Mid5+ yrsfinancial planning software

Wealth Management - Client Service — 15 roles

Service Operations Associate (Raleigh, NC)

Raleighfull-time2d ago

Entry2–4 yrsMS WordMS ExcelMS OutlookSalesforce

Service Operations Associate (Charlotte, NC)

Charlottefull-time2d ago

Entry2–4 yrsMS WordMS ExcelMS OutlookSalesforce

Service Operations Associate (Westport, CT)

Westportfull-time2d ago

Entry2–4 yrsMS WordExcelOutlookCRM

Relationship Manager I

Owings Mills, Rockville, Maryland, United Stateshybridfull-time$68k – $80k2d ago

EntryCRM systemsworkflow management tools

Relationship Manager (Memphis, TN)

Tennesseehybridfull-time$64k – $75k2d ago

EntryCRM

Service Operations Associate (Boston, MA)

Boston, Massachusetts, United Stateshybridfull-time2d ago

Entry2–4 yrsMS WordExcelOutlookSalesforce

Relationship Manager (San Francisco, CA)

San Franciscohybridfull-time$81k – $95k2d ago

EntryCRM systemsworkflow management tools

Service Operations Associate (Allentown, PA)

Allentownfull-time$60k – $69k2d ago

Entry2–4 yrsMS WordExcelOutlookCRM

Relationship Manager (Ann Arbor, MI)

Ann Arborhybridfull-time$66k – $78k2d ago

EntryCRM systemsworkflow management tools

Relationship Manager (Atlanta, GA)

Atlantafull-time$68k – $80k2d ago

EntryCRM systemsworkflow management tools

Relationship Manager (Owings Mills, MD)

Owings Mills, Maryland, United Stateshybridfull-time$68k – $80k2d ago

EntryCRM

Relationship Manager (Denver, CO)

Boulderfull-time$60k – $70k2d ago

EntryCRMworkflow management tools

Relationship Manager (Allentown, PA)

Allentownhybridfull-time$72k – $85k2d ago

EntryCRM

Manager, Client Service (Morristown, NJ)

Morristownhybridfull-time$81k – $95k2d ago

Mid2+ yrsSalesforceMS Office Suitefinancial planning software

Client Service Coordinator

Atlantaon-sitefull-time2d ago

MS WordExcelOutlookSalesforce

Wealth Solutions - Estate Planning — 15 roles

Attorney (Estate Planning Strategist)

Remote, USA, Remote, USAremotefull-time$90k – $130k2d ago

Mid2–6 yrs

Senior Attorney (Sr Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)

Atlanta, Atlanta; Dallas - Park Cities; New York, New York, United States; Schaumburghybridfull-time$130k – $150k2d ago

Mid4–8 yrs

Senior Estate Planning Attorney (San Diego, Orange County)

San Diego, Newport Beach; San Diegohybridfull-time$175k – $200k2d ago

Director8–12 yrs

Senior Attorney (Sr Estate Planning Strategist) - (Texas Remote)

Remote, USA, Austin; Dallas - Park Cities; Houstonremotefull-time$130k – $150k2d ago

4–8 yrs

Managing Partner, Estate Planning – UHNW

Remote, USA, Remote, USAremotefull-time$300k – $450k2d ago

Director20+ yrs

Managing Partner, Estate Planning - UHNW (San Francisco)

Remote, USA, San Franciscohybridfull-time$300k – $450k2d ago

Senior20+ yrs

Managing Partner, Estate Planning - UHNW (Orange County)

Remote, USA, Newport Beachhybridfull-time$255k – $300k2d ago

Director20+ yrs

Legal Assistant (Estate Planning Service Specialist) - (Pacific Time Zone)

Remote, USA, Remote, USAremotefull-time2d ago

EntryMS WordExcelAdobeOutlook

Managing Partner, Estate Planning - UHNW (Los Angeles)

Remote, USA, LA Century Cityhybridfull-time$255k – $300k2d ago

Director20+ yrs

Estate Planning Partner, UHNW (San Francisco)

Remote, USA, San Franciscohybridfull-time$250k – $400k2d ago

Senior15+ yrs

Estate Planning Partner, UHNW (Orange County)

Remote, USA, Newport Beachhybridfull-time$213k – $250k2d ago

Senior15+ yrs

Estate Planning Partner, UHNW (Los Angeles, CA)

Remote, USA, LA Century Cityhybridfull-time$213k – $250k2d ago

Senior15+ yrs

Estate Planning Partner – UHNW

Remote, USA, Remote, USAremotefull-time$250k – $400k2d ago

Lead15+ yrs

Attorney (Estate Planning Strategist) - (Texas Remote)

Remote, USA, Austin; Dallas - Park Cities; Houstonremotefull-time$90k – $130k2d ago

Mid2–6 yrs

Attorney (Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)

Atlanta, Atlanta; Dallas - Park Cities; New York, New York, United States; Schaumburgremotefull-time$90k – $130k2d ago

Mid2–6 yrs

Client Development — 10 roles

Regional Vice President, Community (Scottsdale, AZ)

Scottsdaleremotefull-time$119k – $140k2d ago

Senior5+ yrsCRMSalesforceMS ExcelMS Word

Regional Vice President, Community (Columbus, OH)

Columbushybridfull-time$119k – $140k2d ago

Senior5+ yrsCRMSalesforceMS ExcelMS Word

Regional Vice President, Community (San Diego, CA)

San Diegoremotefull-time$100k – $150k2d ago

VP5+ yrsSalesforceMS ExcelMS WordMS Outlook

Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))

Boston, New Hampshire, New York, Massachusetts, United States; New York; Portsmouth, United Stateshybridfull-time$119k – $140k2d ago

VP5+ yrsSalesforceMS ExcelMS WordMS Outlook

Regional Vice President, Community (Hartford, CT and Upstate, NY)

Connecticut, New York, Connecticut; New Yorkfull-time$100k – $150k2d ago

Director5+ yrsCRMSalesforceMS ExcelMS Word

Regional Vice President, Channel (Washington D.C. / McLean, VA)

Rockville, Maryland, Washington DC, Virginia; Washington DC2d ago

Regional Vice President, Channel (San Francisco Bay Area)

San Franciscohybridfull-time$128k – $150k2d ago

Director5+ yrsSalesforceMS ExcelMS WordMS Outlook

Director, Client Development Proposal Strategy & Operations

Remote, USA, Remote, USAremotefull-time$170k – $200k2d ago

Senior8–10 yrseMoneySalesforceMicrosoft Office SuiteMicrosoft Teams

Associate Vice President, Channel (San Francisco, CA)

San Franciscohybridfull-time$65k – $80k2d ago

Mid2+ yrsSalesforceMicrosoft ExcelMicrosoft WordMicrosoft Outlook

Client Development Associate (Pacific Standard Time)

Remote, USA, Remote, USAfull-time$80k – $100k2d ago

Entry

Wealth Solutions - Tax — 10 roles

Tax Partner - UHNW (Orange County)

Remote, USA, Newport Beachhybridfull-time$213k – $250k2d ago

Senior12–15 yrs

Tax Partner - UHNW

Remote, USA, Remote, USAfull-time$250k – $400k2d ago

Senior12–15 yrs

Tax Support Specialist (Newport Beach, CA)

Newport Beachhybridfull-time2d ago

Entry1+ yrsMS WordExcelPowerPointOutlook

Tax Manager (Northeast)

Columbus, Remote, USAhybridfull-time$106k – $135k2d ago

Senior5+ yrsCCHCCH AxcessCCH WorkflowCCH Practice

Tax Manager (NorthEast)

McLean, Remote, USAhybridfull-time$116k – $145k2d ago

Senior5+ yrsCCHCCH AxcessCCH WorkflowCCH Practice

Tax Manager (Florida)

Naples, Floridahybridfull-time$106k – $155k2d ago

Senior5+ yrsCCH AxcessCCH WorkflowCCH PracticeSafeSend

Tax Partner - UHNW (San Francisco)

Remote, USA, San Franciscohybridfull-time$250k – $400k2d ago

Senior12–15 yrs

Tax Partner - UHNW (Los Angeles)

Remote, USA, LA Century Cityhybridfull-time$213k – $250k2d ago

Senior12–15 yrs

Tax Manager (NorthEast)

New York - 767 Third, Remote, USAhybridfull-time$110k – $145k2d ago

Mid5+ yrsCCHCCH AxcessCCH WorkflowCCH Practice

Senior Manager, Strategy and Analytics- Wealth Solutions

Remote, USA, Remote, USAremotefull-time$128k – $150k2d ago

Mid4–6 yrsExcelPowerPointSQLPython

Financial Planning Group — 7 roles

Financial Planner (McLean, VA)

McLeanhybridfull-time$68k – $80k2d ago

EntryeMoneyMorningstarSS AnalyzerExcel

Senior Financial Planner (San Francisco Bay Area)

San Franciscohybridfull-time$99k – $117k2d ago

Senior6+ yrsMS WordExcelPowerPointOutlook

Senior Financial Planner (Newport Beach, CA)

Newport Beachhybridfull-time$89k – $105k2d ago

Senior6+ yrsMS WordExcelPowerPointOutlook

Senior Financial Planner (Portland, OR)

Portlandhybridfull-time$89k – $105k2d ago

Senior6+ yrseMoneyOrionMorningstarHolistiplan

Financial Planner (Woodland Hills / Los Angeles, CA)

Woodland Hillshybridfull-time$89k – $105k2d ago

EntryMS WordExcelPowerPointOutlook

Manager, Senior Financial Planner (Dallas, TX)

Dallas - Park Citieshybridfull-time$81k – $95k2d ago

Senior6+ yrseMoneyOrionMorningstarHolistiplan

Director, Financial Planning

Remote, USA, Remote, USAremotefull-time$92k – $108k2d ago

Director10+ yrsMS ExcelWordOutlookPowerPoint

Marketing — 5 roles

Senior Director, Client Wealth Expansion

Remote, USA, Remote, USAremotefull-time$170k – $200k2d ago

Director10+ yrs

Content Operations Specialist

Remote, USA, Remote, USAfull-time2d ago

3–4 yrsMonday.comMicrosoft CopilotClaudeMicrosoft Office

Creative Director

Remote, USA, New York, United Stateshybridfull-time$170k – $200k2d ago

Senior10+ yrsAdobe Creative SuiteFigmaMicrosoft Office

Director, Targeted Acquisition

Remote, USA, Remote, USAremotefull-time$145k – $175k2d ago

Director5–8 yrsAIautomationagent-based workflowsPinpoint

Community Analytics Manager

Remote, USA, Remote, USAremotefull-time$95k – $105k2d ago

Mid4–7 yrsExcelPower BISalesforceSQL

Portfolio Management Group — 3 roles

Research Manager

Remote, USA, Remote, USAremotefull-time$120k – $135k2d ago

Mid2–4 yrsExcelYChartsFactSetBloomberg

Senior Investment Strategist (Bay Area)

Remote, USA, Menlo Park; San Francisco; Walnut Creekhybridfull-time$170k – $225k2d ago

Senior

Investment Strategist (Texas; Mountain or Pacific Time Zones)

Remote, USA, Remote, USAremotefull-time$150k – $180k2d ago

Senior10+ yrs

Technology — 3 roles

Sr. Director, Product Management, UHNW Platform

Remote, USA, Remote, USAremotefull-time$190k – $210k2d ago

Director10+ yrsCRM systemsportfolio management toolsclient reporting platforms

Senior Salesforce Engineer

Remote, USA, Remote, USAremotefull-time$115k – $145k2d ago

Senior5+ yrsSalesforceApexVisualforceLightning components

Product Support Specialist (Mountain or Pacific Time Zone)

Remote, USA, Remote, USAremotefull-time2d ago

Mid3+ yrsSalesforceHaloZoomBox

Investment Operations — 2 roles

Portfolio Operations Specialist

Remote, USA, Remote, USAremotefull-time2d ago

Entry1–3 yrsEnvestnetSalesforceMicrosoft ExcelMicrosoft Access

Billing Specialist

Remote, USA, Remote, USAremotefull-time2d ago

Microsoft OfficeExcelOrionSalesforce

Legal — 2 roles

Senior Associate General Counsel, Privacy

Remote, USA, Remote, USAremotefull-time$190k – $210k2d ago

Senior10+ yrs

Corporate Counsel II - M&A

Remote, USA, Remote, USAremotefull-time$145k – $155k2d ago

Mid4+ yrs

Portfolio Consulting — 2 roles

Senior Portfolio Consultant (Mountain or Pacific Time Zones)

Remote, USA, Remote, USAremotefull-time$89k – $105k2d ago

Senior4+ yrsOrionMorningstarMS Excel

Manager, Senior Portfolio Consultant

Remote, USA, Remote, USAremotefull-time$102k – $115k2d ago

Senior4–10 yrsMS ExcelOrionMorningstar

Wealth Management - Operations & Experience — 2 roles

Senior Manager, Wealth Management Enablement

Remote, USA, Remote, USAremotefull-time$120k – $140k2d ago

SeniorAIgenerative AIprompt engineeringCRM

Vice President, Wealth Enablement

Remote, USA, Remote, USAremotefull-time$204k – $230k2d ago

VP10+ yrsAI

M&A Integration — 1 role

Process Engineer

Remote, USA, Remote, USAfull-time$85k – $95k2d ago

SalesforceAspen

Wealth Solutions - Brokerage Solutions — 1 role

Client Service Associate (Pacific Standard Time)

Springfield, Remote, USAon-sitefull-time2d ago

Entry2–3 yrsMS WordExcelOutlookCRM

Wealth Solutions - Insurance — 1 role

Annuity Solutions Director

Remote, USA, Remote, USAremotefull-time$136k – $160k2d ago

Director10+ yrsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

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