{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5200654008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4465170008,"location":{"name":"Denver (HQ)"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"On-Site","value_type":"single_select"}],"id":5200654008,"updated_at":"2026-06-03T14:39:29-04:00","requisition_id":"706","title":"Administrative Assistant (Estate Planning Operations Specialist)","company_name":"Mercer Advisors","first_published":"2026-04-27T10:37:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Estate Planning Operations Specialist provides daily, ongoing administrative support for the Estate Planning group.\u0026amp;nbsp; The Estate Planning Operations Specialist is responsible for processing outgoing and incoming estate plans. This role may also perform a wide range of support activities to facilitate clients through the estate planning process.\u0026amp;nbsp; This role requires excellent attention to detail and strong written communication skills.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Shipping, scanning, and assembling estate plans and other related documents\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing materials for client meetings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinating referrals to the Estate Planning group from wealth management teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting with managing client intake process for Estate Planning team including creation of folders, inputting initial data into CRM, and ensuring all data is accurate and complete\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinating scheduling of initial client estate planning meetings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting with ad hoc projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Performing general administrative tasks, as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties, as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High school diploma or equivalent\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding work ethic and a self-starter\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to meet deadlines and perform under pressure, by prioritizing and multi-tasking in a busy environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication and organizational skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with MS Word, Excel, Adobe and Outlook\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Able to maintain confidentiality with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have a “can-do” positive attitude and enjoy being part of a team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to prioritize and multi-task in a busy environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Eager to become an expert in the position\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/25/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot; data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Onsite\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$25\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$29 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047909008,"name":"Wealth Solutions - Estate Planning","child_ids":[],"parent_id":null}],"offices":[{"id":4040089008,"name":"Denver (HQ)","location":null,"child_ids":[],"parent_id":4040038008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5189531008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4459999008,"location":{"name":"Denver (HQ); San Francisco"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5189531008,"updated_at":"2026-06-04T11:37:55-04:00","requisition_id":"677","title":"Associate Vice President, Channel (San Francisco, CA and Denver, CO)","company_name":"Mercer Advisors","first_published":"2026-04-16T13:03:27-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Associate Vice President, Channel is a sales operations and capacity enablement role designed to increase Regional Vice President (RVP) capacity, improve speed-to-lead, increase conversion, and elevate the overall prospect experience. Deployed to support the market and managed centrally, this role focuses on sales execution support, operational rigor, and responsiveness. The AVP removes friction from the sales process so RVPs can spend more time selling, developing Financial Consultant (FC) and advisor partnerships, and advancing opportunities. This position is primarily an internal support role, with occasional external contact in support of RVP, FC, and advisor communications and follow-up.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Maintain Salesforce hygiene and data accuracy to support visibility, forecasting, and effective follow-through.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage pipeline upkeep and administrative follow-up to help protect opportunity flow and conversion.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support advisor match and routing to help ensure timely response and appropriate lead handling.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a backup resource for inbound FC calls and support, as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate Financial Planning Group (FPG) proposal requests and other sales support tasks that advance opportunities efficiently.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage wholesaling and FC-facing email support to improve responsiveness and consistency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Protect speed-to-lead and overall responsiveness across the market through disciplined task execution and follow-up.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support branch events and post-event follow-up activities in partnership with market leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support the Regional Vice President by collecting and organizing prospect data and personal details to facilitate a seamless new client onboarding process.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Preferred Profile:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and process driven.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communicator with the ability to support timely, clear follow-up.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Detail oriented with a high standard for data accuracy and task execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable operating behind the scenes to improve execution and remove friction from the sales process.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reliable partner for RVPs, helping preserve their time for selling and coaching.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce or similar CRM platforms.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial services, sales support, or sales operations experience.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree in Business, Marketing, or a related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter who thrives in a fast-paced, high-volume sales environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive industry and investment management knowledge.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, presentation, listening, and analytical skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently and as part of a team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven time management and organizational skills in high-volume, high-energy environments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong technical aptitude with proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility to travel.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;Position will include daytime and evening hours.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;Professional or home office environment. Traveling, standing and sitting. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 06/16/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Remote\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$68,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$80,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047887008,"name":"Client Development","child_ids":[],"parent_id":null}],"offices":[{"id":4040037008,"name":"California","location":null,"child_ids":[4053500008,4040073008,4040074008,4040075008,4040076008,4040077008,4040078008,4040079008,4040080008,4040081008,4040082008,4040083008,4040084008],"parent_id":null},{"id":4040089008,"name":"Denver (HQ)","location":null,"child_ids":[],"parent_id":4040038008},{"id":4040081008,"name":"San Francisco","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5182198008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4456892008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5182198008,"updated_at":"2026-06-01T12:49:33-04:00","requisition_id":"664","title":"Associate Wealth Advisor, UHNW","company_name":"Mercer Advisors","first_published":"2026-04-13T15:45:39-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand or $300 million, our family office model – which integrates financial planning, investment management, tax and estate planning, insurance, and more – was designed to help them not worry about money.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Regis Group was specifically formed to serve ultra-high-net-worth families ($50M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be a part of the team responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026amp;nbsp; This role is designed to be developmental in nature, offering increasing exposure and responsibility while providing leverage to the Senior Wealth Advisor and their existing book of business.\u0026amp;nbsp; The Associate Wealth Advisor I plays a key role in delivering comprehensive financial planning analyses and recommendations, supporting both client outcomes and the scalability of the Senior Wealth Advisor’s practice.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and be part of this exciting journey as we shape the future of financial planning and wealth management.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities and Duties\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Anticipates the Senior Advisor’s needs, manages pre- and post-meeting deliverables, and helps to prioritize workflow to maximize the Senior Advisor’s capacity for client growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares for, participates in, and follows up after client meetings to ensure a seamless, high-touch client experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participates in the development of financial solutions to clients, utilizing interpersonal communication and relationship building skills to gather information and share results with clients as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares comprehensive financial plans that reflect each client’s unique goals, financial circumstances, and long‑term objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborates closely with internal partners across portfolio management, tax, estate planning, and other specialized teams to coordinate expertise and deliver integrated, comprehensive offering to our clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively coordinates multiple client initiatives and priorities, proactively communicating progress, next steps, and considerations to the Senior Wealth Advisor.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Actively builds technical, relational, and advisor capabilities with the expectation of increased client ownership (in coordination with the Senior Wealth Advisor) and responsibility over time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translates complex financial planning concepts into clear, client‑friendly materials and deliverables.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with the Senior Wealth Advisor to deliver exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client\u0026#39;s future.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:\u0026amp;nbsp; Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience utilizing financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026amp;nbsp; Will occasionally be expected to adjust work schedule to mirror that of the Senior Wealth Advisor to effectively serve client’s needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Remote or\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;Hybrid schedule with a combination of remote and office work in a professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$97,750\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$130,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5247996008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4486126008,"location":{"name":"Boulder"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5247996008,"updated_at":"2026-06-04T11:09:47-04:00","requisition_id":"839","title":"Associate Wealth Advisor, UHNW (Boulder, CO)","company_name":"Mercer Advisors","first_published":"2026-06-04T11:09:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand or $300 million, our family office model – which integrates financial planning, investment management, tax and estate planning, insurance, and more – was designed to help them not worry about money.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Regis Group was specifically formed to serve ultra-high-net-worth families ($50M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be a part of the team responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026amp;nbsp; This role is designed to be developmental in nature, offering increasing exposure and responsibility while providing leverage to the Senior Wealth Advisor and their existing book of business.\u0026amp;nbsp; The Associate Wealth Advisor I plays a key role in delivering comprehensive financial planning analyses and recommendations, supporting both client outcomes and the scalability of the Senior Wealth Advisor’s practice.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and be part of this exciting journey as we shape the future of financial planning and wealth management.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities and Duties\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Anticipates the Senior Advisor’s needs, manages pre- and post-meeting deliverables, and helps to prioritize workflow to maximize the Senior Advisor’s capacity for client growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares for, participates in, and follows up after client meetings to ensure a seamless, high-touch client experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participates in the development of financial solutions to clients, utilizing interpersonal communication and relationship building skills to gather information and share results with clients as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares comprehensive financial plans that reflect each client’s unique goals, financial circumstances, and long‑term objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborates closely with internal partners across portfolio management, tax, estate planning, and other specialized teams to coordinate expertise and deliver integrated, comprehensive offering to our clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively coordinates multiple client initiatives and priorities, proactively communicating progress, next steps, and considerations to the Senior Wealth Advisor.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Actively builds technical, relational, and advisor capabilities with the expectation of increased client ownership (in coordination with the Senior Wealth Advisor) and responsibility over time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translates complex financial planning concepts into clear, client‑friendly materials and deliverables.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with the Senior Wealth Advisor to deliver exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client\u0026#39;s future.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:\u0026amp;nbsp; Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience utilizing financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026amp;nbsp; Will occasionally be expected to adjust work schedule to mirror that of the Senior Wealth Advisor to effectively serve client’s needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Hybrid schedule with a combination of remote and office work in a professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 6/18/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$97,750\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$115,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040085008,"name":"Boulder","location":null,"child_ids":[],"parent_id":4040038008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5073113008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4404984008,"location":{"name":"Naples"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"On-Site","value_type":"single_select"}],"id":5073113008,"updated_at":"2026-05-12T13:40:10-04:00","requisition_id":"507","title":"Associate Wealth Advisor, UHNW (Naples, FL)","company_name":"Mercer Advisors","first_published":"2026-02-26T11:07:10-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Associate Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and local office Wealth Management leadership to support the team’s region-wide business development and client service efforts.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for the Associate Wealth Advisor will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Functioning as the primary trusted advisor to the firm\u0026#39;s high net worth clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring retention of the firm’s clients as well as generating referrals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting the team\u0026#39;s Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Managing client communications and follow-up with clients’ other advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring adherence to company standards of client care, meetings, referrals and retention\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attending company workshops or lectures and speak to groups of potential clients when called upon\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implementing company policies and procedures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026amp;nbsp; \u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;3+\u0026amp;nbsp; years of job-related experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Certifications:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Skills:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continually seeks to enhance job knowledge, learn quickly and efficiently\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be a humble, entrepreneurial, hardworking team player with a positive “can do” attitude\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Technical and analytical training and experience in financial planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work without close supervision managing and prioritizing deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be highly flexible and confidential with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a work station.\u0026amp;nbsp; Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$93,500\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$120,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040103008,"name":"Naples","location":null,"child_ids":[],"parent_id":4040042008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5224223008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4476610008,"location":{"name":"San Francisco"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5224223008,"updated_at":"2026-05-28T13:10:19-04:00","requisition_id":"774","title":"Associate Wealth Advisor, UHNW (San Francisco Bay Area)","company_name":"Mercer Advisors","first_published":"2026-05-18T17:19:13-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand or $300 million, our family office model – which integrates financial planning, investment management, tax and estate planning, insurance, and more – was designed to help them not worry about money.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Regis Group was specifically formed to serve ultra-high-net-worth families ($50M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be a part of the team responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026amp;nbsp; This role is designed to be developmental in nature, offering increasing exposure and responsibility while providing leverage to the Senior Wealth Advisor and their existing book of business.\u0026amp;nbsp; The Associate Wealth Advisor I plays a key role in delivering comprehensive financial planning analyses and recommendations, supporting both client outcomes and the scalability of the Senior Wealth Advisor’s practice.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and be part of this exciting journey as we shape the future of financial planning and wealth management.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities and Duties\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Anticipates the Senior Advisor’s needs, manages pre- and post-meeting deliverables, and helps to prioritize workflow to maximize the Senior Advisor’s capacity for client growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares for, participates in, and follows up after client meetings to ensure a seamless, high-touch client experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participates in the development of financial solutions to clients, utilizing interpersonal communication and relationship building skills to gather information and share results with clients as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepares comprehensive financial plans that reflect each client’s unique goals, financial circumstances, and long‑term objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborates closely with internal partners across portfolio management, tax, estate planning, and other specialized teams to coordinate expertise and deliver integrated, comprehensive offering to our clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively coordinates multiple client initiatives and priorities, proactively communicating progress, next steps, and considerations to the Senior Wealth Advisor.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Actively builds technical, relational, and advisor capabilities with the expectation of increased client ownership (in coordination with the Senior Wealth Advisor) and responsibility over time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translates complex financial planning concepts into clear, client‑friendly materials and deliverables.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with the Senior Wealth Advisor to deliver exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client\u0026#39;s future.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;At least 5 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:\u0026amp;nbsp; Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience utilizing financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026amp;nbsp; Will occasionally be expected to adjust work schedule to mirror that of the Senior Wealth Advisor to effectively serve client’s needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Hybrid schedule with a combination of remote and office work in a professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$106,250\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$125,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040081008,"name":"San Francisco","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5203672008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4466621008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5203672008,"updated_at":"2026-06-01T12:51:28-04:00","requisition_id":"712","title":"Client Development Coordinator","company_name":"Mercer Advisors","first_published":"2026-04-29T11:44:05-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Client Development Coordinator provides critical administrative, operational, and client-development support to the Regional Vice Presidents and Direct Client Development team. This role is primarily a support position focused on coordination, follow-up, data management, and internal collaboration. The Client Development Coordinator plays an important role in supporting growth initiatives, enhancing internal efficiency, and ensuring a positive experience for prospective clients through strong organizational, communication, and problem-solving skills.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide day-to-day administrative and operational support to Regional Vice Presidents and the Direct Client Development team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate scheduling of internal and external meetings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare meeting materials, assist with case preparation, and organize follow-up items\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate meeting notes and update CRM systems to ensure timely and accurate documentation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support client and prospect outreach activities, including email communications and follow-up requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with internal teams to ensure the timely completion of requests related to client development activities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with pipeline tracking, reporting, and data integrity across systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support hand-off processes between client development, onboarding, and service teams as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;High School diploma with a Bachelor’s degree highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior sales support experience a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Financial services industry a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enjoy collaborating and building positive relationships internally with co-workers and externally with prospects and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communications skills a must\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong desire for continuous self-learning and professional growth\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/13/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$25\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$29 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047887008,"name":"Client Development","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5123550008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4429613008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5123550008,"updated_at":"2026-06-01T12:48:42-04:00","requisition_id":"557","title":"Director, Direct Client Development","company_name":"Mercer Advisors","first_published":"2026-04-28T16:53:08-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Responsible for providing leadership to the Direct Client Development team. Motivate and encourage client development team members to ensure targets are met. Review and analyze sales and operational records and reports. Partner with the leadership team to create and execute a strategic sales plan that expands our client base. Recruit sales team members, set objectives, train and coach them and monitor their performance.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Client Development Leadership to design and execute strategies that drive new client growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead, coach, and develop Regional Vice Presidents (RVPs), including onboarding and training, to drive strong performance, accountability, and long‑term growth while reinforcing sales management best practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish clear individual and team goals aligned with departmental objectives and drive consistent execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Improve RVP productivity by sponsoring and leading initiatives related to sales process optimization, marketing materials, technology, and training.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate high energy and influence to motivate teams and drive sustained goal achievement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure adherence to company performance standards, policies, and procedures while maintaining high client service and satisfaction standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bring a strong growth mindset with the ability to think strategically, leverage data, take ownership, and consistently exceed expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform other duties and projects as assigned by management.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree or equivalent experience\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; Bachelor\u0026#39;s degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5+ years financial services industry experience at a minimum; high-volume sales, relationship management, or client service experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum of 5 years of Sales team management strongly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFP or CFA preferred but if not, Series 65 is required or the ability to obtain quickly.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Digital Marketing Intelligence tools is a huge PLUS.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability Influence and motivate.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to provide effective performance coaching and feedback.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client service background preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Excellent verbal, written, analytical, and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with MS Word, Excel, PowerPoint and Outlook\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Salesforce\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with high-level, busy professionals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enjoy leading and being part of a team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be highly flexible and confidential with all matters.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/25/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$170,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$200,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047887008,"name":"Client Development","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5210566008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4469925008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5210566008,"updated_at":"2026-06-01T12:53:01-04:00","requisition_id":"735","title":"Director of Financial Planning (HNW/UHNW) ","company_name":"Mercer Advisors","first_published":"2026-05-08T17:03:01-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Director, Financial Planning UHNW takes a leading role in driving the success of financial planning at Mercer Advisors by maintaining unified financial planning processes, and training on this process. In addition, this role leads a team of advanced planners that delivers financial planning, including training and oversight.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain unified financial planning processes that drives efficiency for client service teams dedicated to UHNW clients at Mercer Advisors.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee the day-to-day activities, training and developing members of the centralized Financial Planning Group.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collect, codify, and disseminate best practices related to financial planning production.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain “playbook” on development and delivery of financial plans to create maximum efficiency and ease of delivery for client service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively modify internal systems to support and enhance the financial planning experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead and mentor team of planners on delivering financial plans, including overseeing day-to-day tasks, training, time management, coaching, and mentoring.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cultivate superior relationships with wealth management team members in support of the financial planning process specific to UHNW clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain training programs for wealth management teams on how to deliver financial planning, and tools to use for effective delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay informed of evolving industry trends, regulations, and planning issues, and communicate relevant changes to the organization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create visibility for Mercer Advisors regarding financial planning by producing collateral, being a thought leader within the company as well as in the industry.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;10+ years of successful experience in the financial services industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFP® (Certified Financial Planning) designation required. Additional credentials preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to create content and deliverables in high volume, fast-paced environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track record of success with ultra-high net worth clients and complex financial planning situations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience determining the needs of advisors, partners and prospects through investigative questions, offering solutions and asking for the right actions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in public speaking, to clients, prospective clients, and advisors, including large groups.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Successful track record of creating and implementing new programs and ideas across the organization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep understanding of the financial planning profession and a forward-looking mindset\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Skilled understanding of the business development environment, including channel partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive industry, financial planning, and investment management knowledge\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, presentation, listening and analytical skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong attention to detail, and exceptional follow through\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Established and active industry network\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs. Travel assumed up to 10% of the time.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/22/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$150,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$175,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047892008,"name":"Financial Planning Group","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5042585008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4391432008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5042585008,"updated_at":"2026-06-01T12:46:17-04:00","requisition_id":"464","title":"Director of Financial Planning Operations","company_name":"Mercer Advisors","first_published":"2026-01-08T15:04:51-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Director of Financial Planning Operations will oversee a team of Financial Planners dedicated to creating prospect financial plans that drive new client acquisition for Mercer Advisors. This role ensures operational excellence, strategic capacity planning, and process improvement while serving as an individual contributor with CFP credentials. The leader will hire, train, and mentor planners, manage workflow efficiency, and design scalable solutions to support future growth.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Team Leadership:\u0026lt;/strong\u0026gt; Hire, train, mentor, and develop 13 Financial Planners supporting Client Development.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Operational Oversight:\u0026lt;/strong\u0026gt; Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Individual Contribution:\u0026lt;/strong\u0026gt; Serve as a CFP® practitioner, producing prospect financial plans to support client acquisition.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Performance Management:\u0026lt;/strong\u0026gt; Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output. Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes. Prepare accurate financial reports and performance dashboards for management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive long-term strategy: \u0026lt;/strong\u0026gt;Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement. Identify and implement efficiencies in automation and quality delivery of our sales process.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Manage internal stakeholders:\u0026lt;/strong\u0026gt; Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement. This role requires a highly innovative leader who can thrive within a complex, cross-matrix organization. Key responsibilities include ensuring strategic alignment, fostering shared accountability, and cultivating a culture of seamless collaboration—where teams leverage their unique expertise to achieve collective success.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Certifications \u0026amp;amp; Experience:\u0026lt;/strong\u0026gt; CFP® strongly preferred. Minimum 5 years of financial planning experience and prior management experience ideal.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Technical Proficiency:\u0026lt;/strong\u0026gt; Strong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBI.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Leadership \u0026amp;amp; Communication:\u0026lt;/strong\u0026gt; Exceptional orchestration skills; outstanding written and verbal communication abilities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Problem-Solving \u0026amp;amp; Ownership:\u0026lt;/strong\u0026gt; Proactive problem solver with high ownership; adept at risk identification and mitigation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Adaptability:\u0026lt;/strong\u0026gt; Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Education:\u0026lt;/strong\u0026gt; Bachelor’s degree from an accredited institution required.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;Daytime and evening hours as needed.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;Professional office environment. Working inside. Standing and sitting.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$170,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$200,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047887008,"name":"Client Development","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5186923008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4458671008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5186923008,"updated_at":"2026-06-01T12:50:09-04:00","requisition_id":"675","title":"Director, Targeted Acquisition ","company_name":"Mercer Advisors","first_published":"2026-04-17T09:35:48-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Director, Targeted Acquisition will build, own and scale Mercer Advisors\u0026#39; Pinpoint program, an AI-powered, personalized outreach engine, shaping its end-to-end acquisition experience from first touch through conversion.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a product centric, player-coach role. You\u0026#39;ll own the product/program roadmap and personally build high-impact campaigns (especially key launches and early iterations) while coaching local teams to design, execute, and optimize their own. You\u0026#39;ll manage a small contractor team handling day-to-day campaign builds and QA, but you retain ownership of strategy, quality, and complex execution.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Critically, this role does not stop at marketing execution. You are accountable for defining the full‑funnel operating model, ensuring that once a prospect engages, the handoff to Client Development is clear, consistent, and designed to convert.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;A core thread throughout the role is driving adoption of AI‑powered tools and workflows to improve speed, personalization, and scale, while applying sound judgment about where human oversight is required. The ideal candidate is already using AI in campaign design, messaging, segmentation, and QA, and defines best practices through hands-on experimentation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Pinpoint Program/ Product Ownership \u0026amp;amp; Scale\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the end-to-end Pinpoint program: strategy, operating model, campaign architecture, testing agenda, and performance optimization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner deeply with vendors and internal technology teams to shape the product roadmap and unlock new capabilities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead flagship launches, pilots, and high-visibility campaigns that set the quality bar.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Scale Pinpoint from pilot to a repeatable program across markets and specialties, including a self-serve model for field teams alongside national campaigns.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive adoption of AI-powered capabilities (automation, agents, assisted workflows) to scale 1:1 outreach while maintaining human judgment where it matters.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Audience Identification \u0026amp;amp; Segmentation\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own identification and prioritization of high-value target audiences using data, market insights, sales input, and AI-assisted signals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate growth priorities into audience segments (profession, life stage, geography, intent signals, affinity) and architect testable campaigns with clear objectives and success metrics.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Make segmentation decisions with imperfect data, balancing rigor, speed, and test-and-learn principles. Refine continuously based on performance and field feedback.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Messaging Strategy \u0026amp;amp; Localization\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Specialty Marketing on campaign concepts and positioning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personally draft and version 1:1 outreach messaging for flagship campaigns.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage AI to accelerate personalization and testing while maintaining brand, quality, and compliance standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create templates, examples, and best practices that scale across markets and specialties.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Full‑Funnel Execution \u0026amp;amp; Sales Playbook Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the marketing‑to‑sales handoff experience for targeted acquisition programs, ensuring that engagement converts into confident, timely client development action.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Client Development, RevOps, and Operations to define and document post‑engagement playbooks, including ownership, follow-up expectations, conversion standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure sales teams receive clear context on campaign intent, audience rationale, messaging themes, and recommended next actions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify conversion breakdowns and partner with Client Development to proactively evolve the operating model to improve consistency and outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Player-Coach Enablement\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Act as hands-on coach to local market teams and sales leaders on targeted acquisition and AI-enabled marketing.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead working sessions and live enablement (not just training decks) to raise execution quality across the org.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Contractor Team Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage contractors responsible for campaign builds and execution. Define workflows incorporating AI-assisted execution with clear accountability and quality control.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review and QA output for accuracy, consistency, and adherence to standards. Balance hands-on work with delegation as the program scales.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Measurement \u0026amp;amp; Optimization\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Define and track metrics from outreach through meeting conversion and downstream client impact.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Synthesize results into actionable insights for leadership and field teams, and use performance data to inform audience strategy, messaging evolution, and program investment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;8-12+ years in growth marketing, digital acquisition, consulting, or program/product leadership. Background as someone who has personally built and shipped programs, not just advised on them.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep experience with 1:1 or account-based digital marketing; outbound or sales-adjacent marketing strongly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated comfort experimenting with and adopting AI-powered marketing tools, automation, or agent-based workflows, with strong judgment on where AI adds value vs. where human oversight is required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communicator: Comfortable drafting messaging, shaping narratives, and giving direct, constructive feedback.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized, proactive, and able to own complex, ambiguous initiatives. A trusted partner to senior leaders and field teams alike.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$148,750\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$175,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047897008,"name":"Marketing","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5189811008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4460142008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5189811008,"updated_at":"2026-06-01T16:46:15-04:00","requisition_id":"679","title":"Director, Wealth Strategy - Estate Planning","company_name":"Mercer Advisors","first_published":"2026-05-26T15:07:33-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Strategy team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high-net-worth clients. We are a collaborative and high-performing division focused on delivering sophisticated planning strategies to high‑net‑worth and ultra‑high‑net‑worth families. As a Senior Wealth Strategist, you will leverage your estate planning and tax expertise to deepen relationships, support advisors, and drive new business growth.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drives business development through leading prospective client meetings, presentations, and thought leadership publications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify planning gaps, articulating value, and supporting regional vice presidents in closing new client relationships.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meeting internally with wealth advisors, financial planners, other wealth management, and members of the Wealth Solutions group to review and maintain estate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reviewing and summarizing existing estate planning documents, and providing strategic recommendations to enhance the client’s overall planning structure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Answering general informational tax and estate planning questions from clients and advisor teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serving as an in-house resource in tax and estate planning to wealth management teams nationwide\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Remaining current with related estate, trust, and tax legislation nationwide\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor and coach junior estate planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain strong referral networks with attorneys, CPAs, and centers of influence.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties, as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Juris Doctor (JD)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Licensed to practice law in at least one state.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5-10 years legal experience in estate planning preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 25%.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt; Daytime and evening hours as needed.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt; Professional office environment. Requires travel, prolonged sitting and standing, and an assigned workstation. No heavy lifting over 20 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 6/9/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$170,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$200,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047909008,"name":"Wealth Solutions - Estate Planning","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5219803008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4474617008,"location":{"name":"Denver (HQ)"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"On-Site","value_type":"single_select"}],"id":5219803008,"updated_at":"2026-06-05T16:57:59-04:00","requisition_id":"759","title":"Estate Planning Service Coordinator","company_name":"Mercer Advisors","first_published":"2026-06-05T12:05:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Estate Planning Service Coordinator works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists, Estate Planning Service Specialists, and clients throughout the estate planning process.\u0026amp;nbsp; The Estate Planning Service Specialist (Back Office) must be organized and enjoy the challenges of contributing to a fast-paced legal team. Attention to detail, as well as professional verbal and written communications skills, are a must. The ideal candidate should be resourceful, proactive, and efficient when completing time-sensitive tasks and projects. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drafting various correspondence to wealth management teams and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Following best practices for group, client, and advisor interaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Liaising with other groups and wealth management teams to ensure an exceptional client-advisor experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Building out and updating training materials and providing training to Estate Planning Service Specialists\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;General administrative tasks and other duties, as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In this role, the Service Specialist will also work in conjunction with Advanced Services Law Group, Inc. (ASLG), a boutique estate planning firm that supports clients of Mercer Advisors. In this role, the Service Specialist will perform the following tasks:\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Supporting estate planning strategist teams throughout the estate planning process; including administering calendar management for a strategist and ensuring document completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintaining client files and updating case management systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting as a liaison with estate planning specialists, wealth management teams, and clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High school diploma or equivalent\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Some experience in a legal setting, law firm or in-house, preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication and organizational skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with MS Word, Excel, Adobe and Outlook\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Able to maintain confidentiality with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have a “can-do” positive attitude and enjoy being part of a team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to prioritize and multi-task in a busy environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 6/19/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot; data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Onsite\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$26\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$31 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047909008,"name":"Wealth Solutions - Estate Planning","child_ids":[],"parent_id":null}],"offices":[{"id":4040089008,"name":"Denver (HQ)","location":null,"child_ids":[],"parent_id":4040038008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5212348008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4470809008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5212348008,"updated_at":"2026-06-01T12:53:24-04:00","requisition_id":"738","title":"Executive Assistant","company_name":"Mercer Advisors","first_published":"2026-05-08T17:11:55-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Executive Assistant is a strategic, highly organized, and proactive professional who provides high-level administrative and operational support to senior executives in a fast-growing business. This role serves as a trusted partner to executive leadership and cross-functional teams, enabling efficiency, anticipating needs, and ensuring seamless day-to-day operations of the corporate hub. The Executive Assistant exercises sound judgment, maintains strict confidentiality, and operates with a high degree of autonomy in a dynamic environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide comprehensive, high-level administrative support to multiple executives and senior leaders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively manage complex and frequently changing executive calendars, schedule meetings, and coordinate domestic travel arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a key point of contact and trusted liaison between executives, internal teams, external partners, and clients, ensuring timely, professional, and service-oriented communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Anticipate executive needs, prioritize requests, and independently resolve issues while escalating risks or delays as appropriate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accuracy and integrity of internal systems, records, reports, and executive documentation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage sensitive and confidential information with the highest level of discretion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Screen, prioritize, and respond to incoming meeting requests on behalf of executives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare, organize, and track reports, presentations, data, and materials to support executive decision-making\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate and execute internal and external meetings and events as needed, including logistics, materials distribution, and follow-up on action items\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Plan, organize, and support corporate and executive-sponsored events, ensuring alignment with business objectives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Uphold and enhance office procedures, processes, and best practices to improve efficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead or support special projects and initiatives as assigned, often across multiple teams and stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3–5+ years of experience in an Executive Assistant or senior administrative support role, preferably supporting C-suite or senior leadership\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to operate as a trusted partner to executives, exercising sound judgment and professionalism\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized, detail-oriented, and results-driven with exceptional ability to manage competing priorities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interpersonal skills with the ability to build relationships and communicate effectively at all levels of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to plan, prioritize, and manage a diverse and high-volume workload in a fast-paced, deadline-driven environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience managing complex calendars, travel, and logistics for senior executives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated experience planning and executing corporate and executive-level events\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency in Microsoft Word, Excel, Outlook, and PowerPoint\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven discretion and integrity in handling sensitive and confidential information\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently, take initiative, and collaborate effectively across teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High school diploma required; associate’s or bachelor’s degree preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and detail-oriented\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/22/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$70,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$90,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047889008,"name":"Executives","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5216636008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4473112008,"location":{"name":"Allentown"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5216636008,"updated_at":"2026-05-18T10:52:32-04:00","requisition_id":"744","title":"Financial Planner (Allentown, PA)","company_name":"Mercer Advisors","first_published":"2026-05-12T12:25:30-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Financial Planner’s responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Preparing financial plans for prospective and existing clients, including:\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Cash flow and spending plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investment analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Retirement projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Social Security analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Education funding analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stock options analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Estate planning analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tax planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Asset protection and risk management needs analysis\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Completion of CFP® coursework.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A minimum of one year of financial industry–related experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal, written, analytical, and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customer service–oriented mindset; coachable and eager to learn.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High level of discretion and ability to maintain confidentiality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 10%.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$68,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$80,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047892008,"name":"Financial Planning Group","child_ids":[],"parent_id":null}],"offices":[{"id":4040149008,"name":"Allentown","location":null,"child_ids":[],"parent_id":4040064008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5205086008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4467255008,"location":{"name":"Colleyville"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5205086008,"updated_at":"2026-05-26T16:53:28-04:00","requisition_id":"721","title":"Financial Planner (Colleyville, Texas)","company_name":"Mercer Advisors","first_published":"2026-05-01T14:11:23-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Financial Planner’s responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Preparing financial plans for prospective and existing clients, including:\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Cash flow and spending plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investment analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Retirement projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Social Security analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Education funding analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stock options analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Estate planning analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tax planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Asset protection and risk management needs analysis\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Completion of CFP® coursework.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A minimum of one year of financial industry–related experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal, written, analytical, and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customer service–oriented mindset; coachable and eager to learn.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High level of discretion and ability to maintain confidentiality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 10%.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$70,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$80,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047892008,"name":"Financial Planning Group","child_ids":[],"parent_id":null}],"offices":[{"id":4040154008,"name":"Colleyville","location":null,"child_ids":[],"parent_id":4040066008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5237527008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4483043008,"location":{"name":"Fort Collins"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5237527008,"updated_at":"2026-06-04T00:47:17-04:00","requisition_id":"807","title":"Financial Planner (Fort Collins, CO)","company_name":"Mercer Advisors","first_published":"2026-06-01T14:21:41-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Financial Planner’s responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Preparing financial plans for prospective and existing clients, including:\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Cash flow and spending plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investment analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Retirement projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Social Security analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Education funding analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stock options analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Estate planning analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tax planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Asset protection and risk management needs analysis\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Completion of CFP® coursework.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A minimum of one year of financial industry–related experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal, written, analytical, and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customer service–oriented mindset; coachable and eager to learn.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High level of discretion and ability to maintain confidentiality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 10%.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 06/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$70,350\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$81,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047892008,"name":"Financial Planning Group","child_ids":[],"parent_id":null}],"offices":[{"id":4040091008,"name":"Fort Collins","location":null,"child_ids":[],"parent_id":4040038008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5205077008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4467250008,"location":{"name":"LA Century City"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5205077008,"updated_at":"2026-05-11T16:38:15-04:00","requisition_id":"720","title":"Financial Planner (Los Angeles, CA)","company_name":"Mercer Advisors","first_published":"2026-05-01T14:04:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Financial Planner’s responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Preparing financial plans for prospective and existing clients, including:\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Cash flow and spending plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investment analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Retirement projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Social Security analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Education funding analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stock options analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Estate planning analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tax planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Asset protection and risk management needs analysis\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Completion of CFP® coursework.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A minimum of one year of financial industry–related experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal, written, analytical, and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customer service–oriented mindset; coachable and eager to learn.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High level of discretion and ability to maintain confidentiality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 10%.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$81,600\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$96,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047892008,"name":"Financial Planning Group","child_ids":[],"parent_id":null}],"offices":[{"id":4040073008,"name":"LA Century City","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5034674008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4386814008,"location":{"name":"California"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5034674008,"updated_at":"2026-05-12T15:36:45-04:00","requisition_id":"454","title":"Financial Planner (Los Angeles, CA) ","company_name":"Mercer Advisors","first_published":"2026-02-05T15:20:20-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Financial planning is the foundation of Mercer Advisors.\u0026amp;nbsp; The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. \u0026amp;nbsp;The candidate will be responsible for document analysis, data management, and financial plan preparation.\u0026amp;nbsp; This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You will prepare comprehensive financial planning modules, utilizing various software and proprietary tools. You will also work with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be passionate about financial planning.\u0026amp;nbsp; Desirable characteristics: self-motivation, flexibility, detail oriented, process-driven, analytical, and have a high degree of follow-through and strong communication skills.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for the Financial Planner will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with the sales team and advisors to collect documents from clients to prepare the financial plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use financial planning tools (ex: eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Keep current on financial planning topics including, but not limited to, cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with creating and implementation of workflows and procedures to improve efficiency and enhance one team procedures and processes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Has begun CFP\u0026lt;sup\u0026gt;®\u0026lt;/sup\u0026gt; coursework\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;At least 1 year of financial industry related experience preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal, written, analytical and organizational skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Candidate must have customer service orientation, be coachable, and be eager to learn.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be highly flexible and confidential with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 10%\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$76,500\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$90,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047892008,"name":"Financial Planning Group","child_ids":[],"parent_id":null}],"offices":[{"id":4040037008,"name":"California","location":null,"child_ids":[4053500008,4040073008,4040074008,4040075008,4040076008,4040077008,4040078008,4040079008,4040080008,4040081008,4040082008,4040083008,4040084008],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239614008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4484011008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5239614008,"updated_at":"2026-06-03T10:34:09-04:00","requisition_id":"817","title":"Financial Planner (National)","company_name":"Mercer Advisors","first_published":"2026-06-03T10:34:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Financial Planner’s responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Preparing financial plans for prospective and existing clients, including:\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Cash flow and spending plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investment analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Retirement projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Social Security analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Education funding analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stock options analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Estate planning analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tax planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Asset protection and risk management needs analysis\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Completion of CFP® coursework.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A minimum of one year of financial industry–related experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal, written, analytical, and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customer service–oriented mindset; coachable and eager to learn.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High level of discretion and ability to maintain confidentiality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 10%.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 6/17/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$68,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$80,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047892008,"name":"Financial Planning Group","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5205027008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4467228008,"location":{"name":"Newport Beach"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5205027008,"updated_at":"2026-05-11T16:38:15-04:00","requisition_id":"716","title":"Financial Planner (Newport Beach, CA)","company_name":"Mercer Advisors","first_published":"2026-05-01T13:57:41-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Financial Planner’s responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Preparing financial plans for prospective and existing clients, including:\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Cash flow and spending plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investment analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Retirement projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Social Security analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Education funding analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stock options analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Estate planning analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tax planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Asset protection and risk management needs analysis\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Completion of CFP® coursework.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A minimum of one year of financial industry–related experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal, written, analytical, and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customer service–oriented mindset; coachable and eager to learn.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High level of discretion and ability to maintain confidentiality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 10%.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$80,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$90,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047892008,"name":"Financial Planning Group","child_ids":[],"parent_id":null}],"offices":[{"id":4040076008,"name":"Newport Beach","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239654008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4484028008,"location":{"name":"New York, New York, United States"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239654008,"updated_at":"2026-06-03T10:38:01-04:00","requisition_id":"820","title":"Financial Planner (New York)","company_name":"Mercer Advisors","first_published":"2026-06-03T10:38:01-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Financial Planner’s responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Preparing financial plans for prospective and existing clients, including:\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Cash flow and spending plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investment analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Retirement projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Social Security analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Education funding analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stock options analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Estate planning analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tax planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Asset protection and risk management needs analysis\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Completion of CFP® coursework.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A minimum of one year of financial industry–related experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal, written, analytical, and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customer service–oriented mindset; coachable and eager to learn.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High level of discretion and ability to maintain confidentiality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 10%.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$76,500\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$90,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047892008,"name":"Financial Planning Group","child_ids":[],"parent_id":null}],"offices":[{"id":4040174008,"name":"New York - 767 Third","location":"New York, New York, United States","child_ids":[],"parent_id":4040060008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5123299008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4429492008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5123299008,"updated_at":"2026-06-01T12:48:18-04:00","requisition_id":"554","title":"Investment Specialist (Mountain or Pacific Time Zones)","company_name":"Mercer Advisors","first_published":"2026-04-09T17:17:18-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The role is within the organization’s Portfolio Management Group (PMG). Within PMG, the Investment Strategist Team is the client facing side of PMG, specifically focused on partnering with the organization’s sales teams (RVPs) and interacting with the firm’s most sophisticated clients with complex investment portfolios across public and private markets.\u0026amp;nbsp; Investment Specialists support the firm’s Sr. Investment Strategists and report to the \u0026lt;strong\u0026gt;Sr. Director, Investment Strategy\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Investment Specialists provide sales and analytical support to Sr. Investment Strategists, who are the senior investment thought leaders across the organization and client-facing representatives of the organization with its largest and most sophisticated prospective and new-to-firm clients (Ascend and Regis segments). Specifically, Investment Specialists support Sr. Investment Strategists as they deliver expert insights to internal sales teams, prospective clients, and new-to-firm clients across the firm’s investment philosophy, processes, and platform.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Investment Strategist Team is highly visible across the organization, and the Investment Specialist role provides excellent opportunity for career acceleration and advancement to many areas within the company including client-facing Portfolio Management and other business partner positions.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Core Function\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide leverage to Sr. Investment Strategists and scale their investment thought-leadership and expert insights across sales channel with prospective client opportunities, new-to-firm clients, and internal business partners (RVPs, advisors, planning/tax/estate strategists, etc.).\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze prospective client investment portfolios and create customized portfolio illustrations incorporating the firm’s investment philosophy and robust investment platform through guidance from Sr. Investment Strategist.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop thorough understanding of the firm’s investment platform and philosophy and provide Sr. Investment Strategists with the most relevant portfolio and market insights to prepare for sales presentations and industry events.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Represent Sr. Investment Strategist in key business partner and asset manager meetings, with opportunity to participate in prospective and new-to-firm client meetings with proven success.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3-5 years investment professional experience preferred, ideally in an independent wealth management firm, RIA, or similar firm.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excel in a fast-paced environment, requiring entrepreneurial mindset and ability to deliver on multiple time-sensitive projects daily with a high attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of public markets, portfolio design, complex investment vehicles, and investment models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate effectively and frequently with multiple stakeholders working remotely.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong quantitative skills required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with alternative investments and quantitative, factor-based investing preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced skills in Excel required, working knowledge of YCharts, Morningstar, and Emoney a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA Charter or CAIA a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required (Or attained within 3 months of start date), unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$100,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047900008,"name":"Portfolio Management Group","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5196493008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4463360008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5196493008,"updated_at":"2026-06-01T12:55:16-04:00","requisition_id":"EG-700","title":"Legal Assistant (Estate Planning Service Specialist)","company_name":"Mercer Advisors","first_published":"2026-04-22T10:18:18-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Estate Planning Service Specialist works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists and clients throughout the estate planning process.\u0026amp;nbsp; The Estate Planning Service Specialist must be organized and enjoy the challenges of contributing to a fast-paced legal team. Attention to detail, as well as professional verbal and written communications skills, are a must. The ideal candidate should be resourceful, proactive, and efficient when completing time-sensitive tasks and projects. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drafting various correspondence to wealth management teams and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Following best practices for group, client, and advisor interaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;General administrative tasks and other duties, as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting an estate planning strategist throughout the estate planning process; including acting as a primary point of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting maintaining estate planning documents and estate planning reviews as a liaison with estate planning specialists, wealth management teams, and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintaining client files, including preparing and finalizing notes for meetings\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High school diploma or equivalent\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Some experience in a legal setting, law firm or in-house, preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication and organizational skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with MS Word, Excel, Adobe and Outlook\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Able to maintain confidentiality with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have a “can-do” positive attitude and enjoy being part of a team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to prioritize and multi-task in a busy environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$29\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$34 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047909008,"name":"Wealth Solutions - Estate Planning","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5219759008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4474600008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5219759008,"updated_at":"2026-06-05T16:47:40-04:00","requisition_id":"752","title":"Legal Assistant (Estate Planning Service Specialist)","company_name":"Mercer Advisors","first_published":"2026-06-05T16:47:40-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Estate Planning Service Specialist works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists and clients throughout the estate planning process.\u0026amp;nbsp; The Estate Planning Service Specialist must be organized and enjoy the challenges of contributing to a fast-paced legal team. Attention to detail, as well as professional verbal and written communications skills, are a must. The ideal candidate should be resourceful, proactive, and efficient when completing time-sensitive tasks and projects. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drafting various correspondence to wealth management teams and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Following best practices for group, client, and advisor interaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;General administrative tasks and other duties, as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting an estate planning strategist throughout the estate planning process; including acting as a primary point of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting maintaining estate planning documents and estate planning reviews as a liaison with estate planning specialists, wealth management teams, and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintaining client files, including preparing and finalizing notes for meetings\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High school diploma or equivalent\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Some experience in a legal setting, law firm or in-house, preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication and organizational skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with MS Word, Excel, Adobe and Outlook\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Able to maintain confidentiality with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have a “can-do” positive attitude and enjoy being part of a team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to prioritize and multi-task in a busy environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 6/19/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$28\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$32 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047909008,"name":"Wealth Solutions - Estate Planning","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5216063008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4472799008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5216063008,"updated_at":"2026-06-01T12:53:58-04:00","requisition_id":"742","title":"M\u0026A Integrations Engineer ","company_name":"Mercer Advisors","first_published":"2026-05-13T12:48:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The M\u0026amp;amp;A Integrations Engineer reports to the Senior Director, Infrastructure \u0026amp;amp; Operations and partners closely with the Partner Integrations team and senior leadership. This role leads infrastructure, SaaS, and on-premises integration and migration efforts in a fast-paced, collaborative environment. The position requires frequent travel, decisive troubleshooting and decision-making, and clear communication at every level, including with firm principals who have little technical background.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Travel to acquired firm locations to assess infrastructure, conduct discovery, and drive integration activities in line with Mercer Advisors\u0026#39; cloud-only environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead decommissioning of on-premises equipment and migrate workloads, email, documents, and SaaS applications to Azure and Microsoft 365.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the day-to-day technical contact for the Partner Integration team, acquired firm staff, and senior leadership throughout each integration.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deploy and support SaaS applications, Azure IaaS services, network infrastructure, video conferencing, and ISP connectivity at acquired locations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own DNS and domain migrations from planning through cutover.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be the second-level escalation for the Service Desk and help the team get comfortable supporting newly integrated environments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write and maintain PowerShell scripts to automate repetitive tasks and keep configurations consistent across environments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain documentation around SOPs, project status, and work performed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Priorities shift around firm close and migration dates; flexibility is required.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High School Diploma or equivalent required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree in IT, Computer Science, or a related field preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5+ years in systems engineering required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with M\u0026amp;amp;A integrations or integrating newly acquired environments into existing systems is strongly preferred; managed service provider experience is also highly valued.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;TECHNICAL SKILLS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Azure Active Directory (Entra ID), AADDS, Microsoft Intune\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Microsoft 365: Exchange Online, SharePoint Online, Teams, OneDrive\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Windows 10/11 and Windows Server 2016–2022\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;DNS, domain registration, and domain migration\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Networking: LAN/WAN, switching, routing, Meraki\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Preferred:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;PowerShell scripting and automation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Box content management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Video-conferencing deployment (Zoom, Teams Rooms, or equivalent)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;ISP procurement and circuit coordination\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Certifications (Preferred):\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CompTIA Network+ / Security+\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;MCSA: Windows Server 2016 or higher\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;MS-900: Microsoft 365 Fundamentals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;AZ-900: Microsoft Azure Fundamentals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;10961-C: Automating Administration with Windows PowerShell\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Location: \u0026lt;/strong\u0026gt;Remote, with regular travel to acquired firm locations nationwide. Travel volume tracks acquisition activity and can be heavy at times. Candidates near an existing Mercer Advisors office are welcome to work from that location. The ability to travel on short notice is required.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/25/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$102,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$120,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047902008,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5182938008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4457275008,"location":{"name":"Walnut Creek"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5182938008,"updated_at":"2026-06-03T11:45:13-04:00","requisition_id":"665","title":"Manager, Client Service","company_name":"Mercer Advisors","first_published":"2026-04-13T11:05:14-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform Client Service Specialist responsibilities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;People Management\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Participate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maximize talent via employee development and coaching\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate a strong team culture and the sharing of best practices across an office or team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Client Service Leadership Team to facilitate ongoing CSS training and development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Operations Management\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure an exceptional client experience in the office/team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a local contact for any operational issues or challenges\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Directly impact growth and client retention and monitor progress toward team goals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate as a member of the Sr. Manager’s leadership team along with other managers/directors to contribute to local strategy decisions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate team meetings and events\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firm\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support Branch Operations on new projects and initiatives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support Learning and Development on Client Service Specialist trainings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Office management responsibilities as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;558\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;·\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;558\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;·\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Minimum 2 years of financial industry related experience\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;·\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Minimum 2 years of client-facing experience\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;·\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Experience with interacting with individuals at all income levels in a professional and confidential manner\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Certifications:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;558\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;·\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Notary designation a plus\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Skills:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;558\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;·\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;·\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Excellent verbal, written, analytical and organization skills\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;·\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Technical and analytical training and ability to multi-task and manage multiple projects at once\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;·\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Proficiency with financial planning software, Salesforce and MS Office Suite\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;·\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Flexible, Reliable, Trustworthy, and Confidential with all matters\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Monday through Friday, 8:00AM – 5:00PM.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026amp;nbsp; Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$100,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$110,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040083008,"name":"Walnut Creek","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5179611008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4455694008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5179611008,"updated_at":"2026-06-01T12:49:17-04:00","requisition_id":"656","title":"Manager, Martech","company_name":"Mercer Advisors","first_published":"2026-04-08T12:53:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The \u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Manager, Martech\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;is a hands‑on operator embedded in the acquisition team—responsible for the reliability and continuous improvement of the systems that power our acquisition engine. This role connects the dots across paid media, web capture, CRM (Salesforce), lifecycle automation, and analytics to improve marketing and sales efficiency and effectiveness.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a strong fit for someone fluent in modern automation approaches (no‑code/low‑code and/or light scripting), comfortable working directly in Salesforce and BI/reporting environments, and excited to use AI tools and agent-based workflows (e.g., Claude) to accelerate implementation, troubleshooting, and iteration.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Acquisition Systems \u0026amp;amp; Growth Tech Operations\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the operational health of acquisition workflows across the funnel (capture → CRM → follow‑up → measurement), ensuring reliability, speed, and accuracy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain integrations and automations between systems such as CRM, forms/scheduling tools, paid media platforms, and reporting pipelines using modern integration approaches (native connectors, no‑code/low‑code platforms, and/or light scripting where appropriate).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify high-impact manual processes and replace them with scalable automations and clearer operating workflows.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Salesforce (CRM) Administration \u0026amp;amp; Enablement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own acquisition-facing Salesforce configuration and administration required for marketing and sales workflows (e.g., key fields, lifecycle/stage consistency, routing/assignment logic, attribution inputs, validation rules, and workflow automations).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure CRM data created via acquisition systems is accurate, consistently structured, and usable downstream for reporting and optimization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Technology and Product teams on platform-level changes while owning day‑to‑day configuration, QA, and ongoing maintenance for acquisition workflows.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Adtech \u0026amp;amp; Commercialization\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with technology to launch key initiatives to improve conversion (e.g., lead scoring, lead routing) and maintain/optimize ongoing systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain AdTech systems including audience creation, value-based bidding logic, and more\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Analytics Enablement (Power BI or Equivalent)\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Improve the reliability and usability of dashboards by ensuring upstream systems generate consistent, well-defined, reliable data inputs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support back-end data processes, e.g, connecting marketing platforms to PowerBI dashboards or other reporting tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support CRM‑to‑paid‑platform measurement signals where applicable (e.g., lifecycle-based conversion events), ensuring the right data is captured and mapped reliably.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support clean tracking and measurement across acquisition channels by maintaining campaign metadata, taxonomy, and conversion definitions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implement lightweight validation checks so data issues are caught early and do not silently degrade decision-making or prospect experience.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Monitoring, QA, and Operational Reliability\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Leverage tools like Zapier to implement automated monitoring and alerting for critical workflows so failures are detected quickly (e.g., missing records, broken handoffs, integration failures, unexpected data behavior).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with analytics team to establish strong QA discipline (testing, change control, documentation/runbooks) so improvements are repeatable and do not introduce regressions.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;AI Tools \u0026amp;amp; Agent-Based Workflows\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Use AI tools and agent-based workflows (e.g., Claude) to accelerate design, documentation, debugging, and iteration on acquisition systems and automations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify high-leverage opportunities where AI-assisted workflows improve speed, quality, or reliability—while maintaining appropriate guardrails and human oversight.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5–8+ years of experience in acquisition operations, marketing operations, growth operations, marketing technology/adtech CRM operations, or analytics enablement roles.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience building and maintaining integrations and automations across marketing/sales systems (no‑code/low‑code and/or light scripting) and paid media platforms (e.g., Meta, Google, etc).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CRM systems and high comfort in Salesforce, particularly on concepts relevant to automation and data integrity (attribution fields, contact / opportunity objects, validation rules, and automations)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort using automation tools similar to Zapier\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience supporting BI/reporting environments (Power BI or equivalent) through strong upstream data ownership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bonus: comfortable with light/ AI based coding.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$106,250\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$125,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047897008,"name":"Marketing","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5109267008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4422346008,"location":{"name":"Seattle"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5109267008,"updated_at":"2026-06-04T14:46:38-04:00","requisition_id":"533","title":"Managing Partner, Market Leader","company_name":"Mercer Advisors","first_published":"2026-02-05T11:27:18-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This role leads and owns the Seattle, Portland and Bend markets with entrepreneurial autonomy to set and execute a growth strategy, drive client retention across segments, build and develop a high-performing team and winning culture, and contribute as a key member of the firm’s 20-person national Managing Partner group.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Serving as the face of the firm in the market, the Managing Partner is accountable for personal production, team success, and broader firm impact—contributing to strategic initiatives, cultivating future leaders, and advancing Mercer’s long-term growth objectives. This role is ideal for a seasoned advisor-leader who thrives at the intersection of client excellence, sales leadership, and talent development.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Managing Partner, Market Leader embodies the firm’s player/coach philosophy. This role combines hands-on client advisory and business development responsibilities with the leadership and development of a high-performing wealth management team. As both a producer and a people leader, the Managing Partner drives organic growth by acquiring new clients, deepening key relationships, and coaching advisors to deliver an exceptional client experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Design and execute on growth strategies that drive sustainable new-client acquisition with a client-centric advisory model – including identifying new sales opportunities, expanding referral pipelines, and building scalable growth mechanisms that align with the firm’s strategy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Organize and mentor Wealth Management team in the region, including regularly scheduled regional meetings, office meetings, or meetings by role.\u0026amp;nbsp; Work side by side with advisor team members to deliver client outcomes and provide feedback, coaching and leadership to ensure strong client satisfaction and retention.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attract, develop, and retain top talent by building a high-performance team culture that enables individual growth and long-term market success.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with dedicated client development professionals to lead the buildout of the market through custodial referral channels, centers of influence, events, and marketing strategies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure adherence to compliance and regulatory policies as well as company standards of client care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Help identify and lead the cultural integration of acquired wealth management practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a fiduciary, placing client interests and outcomes first.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage region for efficient utilization of resources, staffing, operating margins and workflows.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;15+ years of job-related experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation required.\u0026amp;nbsp; In lieu of the CFP, the following certifications may be acceptable:\u0026amp;nbsp; Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience utilizing financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;·\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Hybrid Schedule with a combination of remote and office work in a professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$210,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$250,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040169008,"name":"Seattle","location":null,"child_ids":[],"parent_id":4040069008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5219792008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4474611008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5219792008,"updated_at":"2026-06-05T15:36:54-04:00","requisition_id":"756","title":"Paralegal (Estate Planning Specialist)","company_name":"Mercer Advisors","first_published":"2026-06-05T15:36:54-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Estate Planning Specialist I works in a team-centric environment to support the Estate Planning Specialists and other team members with fast-paced, document-intensive tasks. This role requires excellent attention to detail and strong written and verbal communication skills.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Reviewing and preparing deeds, assignments, and other funding documents\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working with county recorders to ensure deeds and supporting documents are properly filed and fees are accurate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Managing workflows and processes related to funding, and related tasks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting in the creation of entities, including preparation of formation documents and filings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing summaries of existing estate plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support creation of estate planning documents, including trusts, wills, powers of attorney, and healthcare directives, and entering data into legal document software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties, as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Paralegal Certificate required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of WealthDocs required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Focused on proactive follow-up and follow-through\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent organization, time management, proofreading, and word processing skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adaptable and able to maintain confidentially with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have a “can do” positive attitude while working well as part of a large team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to prioritize and multi-task in a dynamic environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 6/19/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$32\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$37 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047909008,"name":"Wealth Solutions - Estate Planning","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5032345008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4385825008,"location":{"name":"Portland"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5032345008,"updated_at":"2026-06-04T13:45:27-04:00","requisition_id":"442","title":"Partner, Senior Wealth Advisor","company_name":"Mercer Advisors","first_published":"2025-12-15T13:42:25-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Partner, Sr. Wealth Advisor works in a client-focused, team-centered environment to support the team’s region-wide business development and client service efforts. The Partner, Sr. Wealth Advisor focuses on an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team allowing our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They are supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Lead and develop a high-performing team of Wealth Advisors\u0026lt;/strong\u0026gt;, fostering collaboration and accountability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Demonstrate a clear, engaging leadership style\u0026lt;/strong\u0026gt; that communicates vision and inspires team success.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Drive cultural integration of acquired wealth management practices\u0026lt;/strong\u0026gt;, ensuring alignment with Mercer’s values and standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Contribute to regional and enterprise leadership\u0026lt;/strong\u0026gt; through active participation in committees and strategic initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Serve as a trusted advisor to affluent clients\u0026lt;/strong\u0026gt;, identifying financial goals, analyzing complex financial landscapes, and delivering tailored recommendations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Communicate sophisticated financial strategies with clarity\u0026lt;/strong\u0026gt;, leveraging strong interpersonal and relationship-building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Ensure client retention through meaningful, long-term relationships\u0026lt;/strong\u0026gt; and implementation of comprehensive financial solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Utilize Mercer’s full suite of services\u0026lt;/strong\u0026gt;—including tax, estate planning, and insurance—to deliver holistic wealth management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Maintain strict adherence to compliance and regulatory standards\u0026lt;/strong\u0026gt;, upholding Mercer’s commitment to client care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Act as a fiduciary\u0026lt;/strong\u0026gt;, prioritizing client interests and outcomes in every decision.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Education\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree from an accredited institution (preferably in Business, Economics, Accounting, or Finance); Master’s degree a plus.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Experience\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5–15 years of relevant experience in roles such as Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, or Certified Public Accountant.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive experience in building relationships, mentoring, and managing Wealth Advisors, including:\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Guiding advisors to achieve their potential.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fostering a collaborative culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Evaluating performance and recruiting talent.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring clear, consistent communication.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;3–5 years in a lead Advisor role or managing Advisor teams preferred.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Certifications \u0026amp;amp; Licenses\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Certified Financial Planner (CFP)\u0026lt;/strong\u0026gt; designation required.\u0026lt;br\u0026gt;Acceptable alternatives: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Series 65 license\u0026lt;/strong\u0026gt; required (or qualifying exemption based on designation and state requirements).\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Skills \u0026amp;amp; Competencies\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of financial products, planning concepts, and industry trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication and presentation skills; able to explain complex investment, tax, and planning strategies clearly.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep understanding of economic trends and their impact on clients and the firm.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with financial planning software.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven leadership in training, coaching, and mentoring junior employees; drives planner development and seeks new leadership opportunities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to identify process improvements and propose solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Entrepreneurial mindset with a positive, growth-oriented attitude.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of Mercer’s investment strategies and ISG; capable of asset allocation and portfolio analysis.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive knowledge of compliance requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 50% for client meetings, training, and company events.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Hybrid Schedule with a combination of remote and office work in a professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$170,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$210,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040147008,"name":"Portland","location":null,"child_ids":[],"parent_id":4040063008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5191279008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4460849008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5191279008,"updated_at":"2026-06-04T16:45:56-04:00","requisition_id":"681","title":"Portfolio Consultant","company_name":"Mercer Advisors","first_published":"2026-04-17T16:33:17-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Portfolio Consultant III will drive investment management services for Wealth Advisors. The role serves as a main point of contact for Wealth Management for investment and portfolio management. Primary responsibilities include meeting with Advisors to consult on portfolio strategy, objectives, and ensuring accurate completion of investment implementations. This role is deeply involved in the investment process, serving as a point person for newly acquired firms assimilating to our investment platform and models. In addition, this role is pivotal in supporting the firm’s organic growth by developing investment deliverables for prospective clients. Collaborating closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments, this role ensures strategic alignment and delivers exceptional service.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role provides excellent opportunity for career acceleration and advancement to many areas within the company including Portfolio Management, Investment Operations, and Wealth Management.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Concierge Level Service \u0026amp;amp; Communication \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Communicate investment philosophy and available investment strategies clearly and effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide status updates on portfolio implementations proactively and timely.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead presentations on various investment topics to Wealth Advisor teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge of Investment Management \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support new Portfolio Consultants with developing core competencies within investment platform.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate a comprehensive understanding of capital markets and portfolio design \u0026amp;amp; management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to effectively match Advisor implementation goals with available investment strategies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expertise in complex investment vehicles, models, and platform, including public and private markets.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drafting, supporting, and auditing analytics, proposals, and deliverables for Wealth Management Teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Manage Efficient Process \u0026amp;amp; Workflows \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong grasp on overall process \u0026amp;amp; workflow to help troubleshoot portfolio inquiries.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with key central teams to coordinate process improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for managing standardized workflows and investment processes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage portfolio implementations concurrently to meet or exceed Service Level Agreements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Audit implementations to ensure outcome is consistent with target portfolio objectives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFP\u0026lt;sup\u0026gt;®\u0026lt;/sup\u0026gt; and/or Series 65 required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA or advanced degree preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum 3 years of financial industry related experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of Orion and Morningstar preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of MS Excel preferred, including advanced data analytics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving experience and skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent analytical and organizational skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills, both written and verbal and highly collaborative approach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Organized and detail oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage and prioritize multiple tasks\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/29/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$73,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$85,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047899008,"name":"Portfolio Consulting","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239476008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4483951008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5239476008,"updated_at":"2026-06-04T15:37:16-04:00","requisition_id":"813","title":"Private Markets Operations Specialist","company_name":"Mercer Advisors","first_published":"2026-06-03T10:30:05-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Private Market Operations Specialist is responsible for ensuring data integrity, reporting accuracy, and operational continuity across Private Investment Services systems—primarily Orion and Arch. This role owns the data feed between various alternative reporting systems and Orion, ensures private investment positions are correctly reflected in all reporting environments, and supports onboarding of new private investment accounts for both organic clients and M\u0026amp;amp;A-acquired firms.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure accurate private investment reporting in Orion, including positions, transactions, valuations, and performance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own and manage the Arch → Orion data feed, validating that all private investment data flows correctly.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor daily data exceptions and reconciliation reports, resolving breaks across Arch, Orion, and custodial records.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Troubleshoot data mapping issues, valuation discrepancies, and performance calculation errors with internal teams and vendors.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with the private investment portion of M\u0026amp;amp;A onboarding, including data migration, position setup, and historical mapping.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review and convert legacy spreadsheets or systems from acquired firms into Arch and Orion.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support processing and validation of capital calls, distributions, and periodic valuations as needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain documentation for reporting standards, system workflows, and data processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Technology, Data Engineering, Reporting, and Operations teams to ensure data integrity and system stability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate clearly with advisors and internal stakeholders regarding reporting status, data issues, and resolutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3–5 years of experience in investment operations, data operations, portfolio accounting, or alternative investments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of Orion (or similar reporting systems), including reconciliation, data mapping, and performance reporting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of private market investments, including capital calls, distributions, valuations, and fund statements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Experience managing or troubleshooting data feeds between financial systems and resolving data discrepancies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to interpret custodial records, investment statements, and fund documentation with a high level of accuracy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced analytical and problem‑solving skills, with strong attention to detail and proficiency in Excel.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effective communication skills and ability to work cross‑functionally with technology teams, data teams, advisors, and custodians.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 6/17/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$76,500\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$90,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5237867008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4483202008,"location":{"name":"Boston, Massachusetts, United States; New York; Portsmouth, New Hampshire, United States"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5237867008,"updated_at":"2026-06-01T14:42:17-04:00","requisition_id":"809","title":"Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))","company_name":"Mercer Advisors","first_published":"2026-06-01T14:41:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;• Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;• Bachelor’s degree preferred or equivalent experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• 5+ years of successful sales experience in financial services\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• CFP® (Certified Financial Planning) designation preferred.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Experience using CRM systems (Salesforce preferred) and managing sales pipelines\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Experience building relationships with and understanding the needs of potential clients\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Self-motivated, highly coachable attitude with a growth-oriented mindset and drive\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Deep understanding of financial services industry and investment management\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Passion for helping clients achieve their financial goals\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Proven time management and organizational skills in high-volume, high-energy environments\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Flexibility to travel\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$119,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$140,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047887008,"name":"Client Development","child_ids":[],"parent_id":null}],"offices":[{"id":4065290008,"name":"Boston","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":4040049008},{"id":4040056008,"name":"New Hampshire","location":null,"child_ids":[4066262008,4040131008],"parent_id":null},{"id":4040060008,"name":"New York","location":null,"child_ids":[4040174008,4065291008,4040135008,4040136008],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5203550008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4466568008,"location":{"name":"Denver (HQ)"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5203550008,"updated_at":"2026-06-01T16:38:50-04:00","requisition_id":"709","title":"Regional Vice President, Community (Denver, CO)","company_name":"Mercer Advisors","first_published":"2026-04-29T12:20:53-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Job Summary:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;The Regional Vice President I (RVP I) builds strong relationships with internal stakeholders and prospective clients to help individuals and families identify the wealth management solutions that best meet their needs. This role drives sales momentum in a collaborative, client-focused environment by combining business development, consultative selling, community engagement, and disciplined pipeline management.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;Essential Job Functions for this role include:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Engage prospective wealth management clients by phone, video, and in person to understand their goals and introduce Mercer’s capabilities. Generate opportunities through advisor referrals, internal leads, help with estate distribution conversations, and other market-defined opportunities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Leverage financial services knowledge and internal resources to create meaningful value for prospective clients, present tailored solutions, and support new partner firms alongside existing Regional Vice Presidents as an additional resource.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Own the sales pipeline from initial outreach through conversion and follow-up, delivering a best-in-class prospect experience. Execute pinpoint campaigns, targeted outreach, and business development efforts with centers of influence, local nonprofits, and Mercer for Your Company opportunities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Demonstrate initiative, professionalism, and a growth mindset within a fast-growing, high-visibility area of the business, while actively seeking opportunities for development and impact.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Support local events through on-site execution, relationship building, and post-event outreach to prospects and attendees.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;Maintain strong data organization and operational discipline across systems and tools, including AIdentified, to support outreach effectiveness, prospect tracking, and pipeline visibility.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Requirements:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Bachelor’s degree preferred or equivalent experience.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; 5+ years of successful sales experience in financial services.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; CFP® (Certified Financial Planning) designation preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Experience using CRM systems, preferably Salesforce, and managing sales pipelines.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Demonstrated success building relationships with prospective clients and understanding their needs.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Self-motivated and highly coachable, with a growth-oriented mindset; willing, eager, unafraid, process-oriented, flexible, and a strong team player.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Strong understanding of the financial services industry and investment management.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Passion for helping clients achieve their financial goals.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Proven time management, organizational, and follow-through skills in high-volume, fast-paced environments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Strong computer proficiency, including Microsoft Excel, Word, Outlook, and PowerPoint.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Flexibility to travel as needed.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/25/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$102,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$120,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047887008,"name":"Client Development","child_ids":[],"parent_id":null}],"offices":[{"id":4040089008,"name":"Denver (HQ)","location":null,"child_ids":[],"parent_id":4040038008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5153075008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4443236008,"location":{"name":"Connecticut; New York"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5153075008,"updated_at":"2026-06-01T13:01:12-04:00","requisition_id":"615","title":"Regional Vice President, Community (Hartford, CT and Upstate, NY)","company_name":"Mercer Advisors","first_published":"2026-04-29T12:28:22-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;• Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;• Bachelor’s degree preferred or equivalent experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• 5+ years of successful sales experience in financial services\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• CFP® (Certified Financial Planning) designation preferred.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Experience using CRM systems (Salesforce preferred) and managing sales pipelines\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Experience building relationships with and understanding the needs of potential clients\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Self-motivated, highly coachable attitude with a growth-oriented mindset and drive\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Deep understanding of financial services industry and investment management\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Passion for helping clients achieve their financial goals\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Proven time management and organizational skills in high-volume, high-energy environments\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Flexibility to travel\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$100,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$150,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047887008,"name":"Client Development","child_ids":[],"parent_id":null}],"offices":[{"id":4040039008,"name":"Connecticut","location":null,"child_ids":[4040093008,4040094008,4040095008,4040096008],"parent_id":null},{"id":4040060008,"name":"New York","location":null,"child_ids":[4040174008,4065291008,4040135008,4040136008],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5210527008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4469902008,"location":{"name":"New York, New York, United States"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5210527008,"updated_at":"2026-05-21T12:11:55-04:00","requisition_id":"733","title":"Regional Vice President, Community (New York City)","company_name":"Mercer Advisors","first_published":"2026-05-07T11:05:26-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;• Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;• Bachelor’s degree preferred or equivalent experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• 5+ years of successful sales experience in financial services\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• CFP® (Certified Financial Planning) designation preferred.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Experience using CRM systems (Salesforce preferred) and managing sales pipelines\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Experience building relationships with and understanding the needs of potential clients\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Self-motivated, highly coachable attitude with a growth-oriented mindset and drive\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Deep understanding of financial services industry and investment management\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Passion for helping clients achieve their financial goals\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Proven time management and organizational skills in high-volume, high-energy environments\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Flexibility to travel\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$119,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$140,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047887008,"name":"Client Development","child_ids":[],"parent_id":null}],"offices":[{"id":4040060008,"name":"New York","location":null,"child_ids":[4040174008,4065291008,4040135008,4040136008],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5203574008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4466578008,"location":{"name":"California"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5203574008,"updated_at":"2026-05-11T16:38:15-04:00","requisition_id":"710","title":"Regional Vice President, Community (Orange County, CA)","company_name":"Mercer Advisors","first_published":"2026-04-28T16:45:55-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Bachelor’s degree preferred or equivalent experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; 5+ years of successful sales experience in financial services\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; CFP® (Certified Financial Planning) designation preferred.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Experience using CRM systems (Salesforce preferred) and managing sales pipelines\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Experience building relationships with and understanding the needs of potential clients\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Self-motivated, highly coachable attitude with a growth-oriented mindset and drive\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Deep understanding of financial services industry and investment management\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Passion for helping clients achieve their financial goals\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Proven time management and organizational skills in high-volume, high-energy environments\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;•\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; Flexibility to travel\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$119,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$140,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047887008,"name":"Client Development","child_ids":[],"parent_id":null}],"offices":[{"id":4040037008,"name":"California","location":null,"child_ids":[4053500008,4040073008,4040074008,4040075008,4040076008,4040077008,4040078008,4040079008,4040080008,4040081008,4040082008,4040083008,4040084008],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5151093008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4442184008,"location":{"name":"San Diego"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5151093008,"updated_at":"2026-05-11T16:38:15-04:00","requisition_id":"611","title":"Regional Vice President, Community (San Diego, CA)","company_name":"Mercer Advisors","first_published":"2026-03-23T17:44:16-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;• Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;• Bachelor’s degree preferred or equivalent experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• 5+ years of successful sales experience in financial services\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• CFP® (Certified Financial Planning) designation preferred.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Experience using CRM systems (Salesforce preferred) and managing sales pipelines\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Experience building relationships with and understanding the needs of potential clients\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Self-motivated, highly coachable attitude with a growth-oriented mindset and drive\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Deep understanding of financial services industry and investment management\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Passion for helping clients achieve their financial goals\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Proven time management and organizational skills in high-volume, high-energy environments\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Flexibility to travel\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$100,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$150,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047887008,"name":"Client Development","child_ids":[],"parent_id":null}],"offices":[{"id":4040080008,"name":"San Diego","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5203541008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4466564008,"location":{"name":"California"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5203541008,"updated_at":"2026-06-01T16:40:18-04:00","requisition_id":"708","title":"Regional Vice President, Community (San Francisco, CA)","company_name":"Mercer Advisors","first_published":"2026-04-29T12:15:51-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Job Summary:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;The Regional Vice President I (RVP I) builds strong relationships with internal stakeholders and prospective clients to help individuals and families identify the wealth management solutions that best meet their needs. This role drives sales momentum in a collaborative, client-focused environment by combining business development, consultative selling, community engagement, and disciplined pipeline management.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;Essential Job Functions for this role include:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Engage prospective wealth management clients by phone, video, and in person to understand their goals and introduce Mercer’s capabilities. Generate opportunities through advisor referrals, internal leads, help with estate distribution conversations, and other market-defined opportunities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Leverage financial services knowledge and internal resources to create meaningful value for prospective clients, present tailored solutions, and support new partner firms alongside existing Regional Vice Presidents as an additional resource.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Own the sales pipeline from initial outreach through conversion and follow-up, delivering a best-in-class prospect experience. Execute pinpoint campaigns, targeted outreach, and business development efforts with centers of influence, local nonprofits, and Mercer for Your Company opportunities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Demonstrate initiative, professionalism, and a growth mindset within a fast-growing, high-visibility area of the business, while actively seeking opportunities for development and impact.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Support local events through on-site execution, relationship building, and post-event outreach to prospects and attendees.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;Maintain strong data organization and operational discipline across systems and tools, including AIdentified, to support outreach effectiveness, prospect tracking, and pipeline visibility.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Requirements:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Bachelor’s degree preferred or equivalent experience.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; 5+ years of successful sales experience in financial services.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; CFP® (Certified Financial Planning) designation preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Experience using CRM systems, preferably Salesforce, and managing sales pipelines.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Demonstrated success building relationships with prospective clients and understanding their needs.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Self-motivated and highly coachable, with a growth-oriented mindset; willing, eager, unafraid, process-oriented, flexible, and a strong team player.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Strong understanding of the financial services industry and investment management.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Passion for helping clients achieve their financial goals.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Proven time management, organizational, and follow-through skills in high-volume, fast-paced environments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Strong computer proficiency, including Microsoft Excel, Word, Outlook, and PowerPoint.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; Flexibility to travel as needed.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Work Schedule:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;This professional role generally requires availability during standard business hours, Monday through Friday, 8:00 a.m. to 5:00 p.m. At times, earlier or later hours may be required to meet business needs, deadlines, and internal or external client demands.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;All roles classified as non-exempt are required to record working time in the timekeeping system each workday, including start time, end time, and a 30-minute unpaid lunch period.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Working Conditions:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;This position may be based in a professional office environment or a dedicated home office workspace free from interruptions. In either setting, basic technology needed to perform the role will be provided. The role routinely requires sitting and standing for extended periods of time.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$102,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$120,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047887008,"name":"Client Development","child_ids":[],"parent_id":null}],"offices":[{"id":4040081008,"name":"San Francisco","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239710008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4484053008,"location":{"name":"Boca Raton"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239710008,"updated_at":"2026-06-03T10:57:47-04:00","requisition_id":"827","title":"Relationship Manager (Boca Raton, FL)","company_name":"Mercer Advisors","first_published":"2026-06-03T10:56:45-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Experience Oversight\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$68,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$80,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040100008,"name":"Boca Raton","location":null,"child_ids":[],"parent_id":4040042008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239701008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4484050008,"location":{"name":"Charleston, South Carolina, United States"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239701008,"updated_at":"2026-06-03T10:45:34-04:00","requisition_id":"825","title":"Relationship Manager (Charleston, SC)","company_name":"Mercer Advisors","first_published":"2026-06-03T10:45:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Experience Oversight\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$63,750\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$75,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4070040008,"name":"Charleston","location":"Charleston, South Carolina, United States","child_ids":[],"parent_id":4070039008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239823008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4484110008,"location":{"name":"Charlotte"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239823008,"updated_at":"2026-06-03T10:50:16-04:00","requisition_id":"832","title":"Relationship Manager (Charlotte, NC)","company_name":"Mercer Advisors","first_published":"2026-06-03T10:50:16-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Experience Oversight\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$63,750\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$75,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040138008,"name":"Charlotte","location":null,"child_ids":[],"parent_id":4040054008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5229674008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4479331008,"location":{"name":"Schaumburg"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5229674008,"updated_at":"2026-06-01T13:09:11-04:00","requisition_id":"785","title":"Relationship Manager (Chicago, IL)","company_name":"Mercer Advisors","first_published":"2026-05-26T15:17:08-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Experience Oversight\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$59,500\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$70,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040113008,"name":"Schaumburg","location":null,"child_ids":[],"parent_id":4040047008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239676008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4484041008,"location":{"name":"Cincinnati"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239676008,"updated_at":"2026-06-03T10:41:30-04:00","requisition_id":"822","title":"Relationship Manager (Cincinnati, OH)","company_name":"Mercer Advisors","first_published":"2026-06-03T10:41:30-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Summary:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Essential Job Functions for this role include:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Client Experience Oversight\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Work Schedule:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Working Conditions:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$68,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$80,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040142008,"name":"Cincinnati","location":null,"child_ids":[],"parent_id":4040061008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5229679008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4479335008,"location":{"name":"Denver (HQ)"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5229679008,"updated_at":"2026-06-01T13:05:35-04:00","requisition_id":"786","title":"Relationship Manager (Denver, CO)","company_name":"Mercer Advisors","first_published":"2026-05-26T15:19:20-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Experience Oversight\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 6/9/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$68,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$80,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040089008,"name":"Denver (HQ)","location":null,"child_ids":[],"parent_id":4040038008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239729008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4484062008,"location":{"name":"Philadelphia, Pennsylvania, United States"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239729008,"updated_at":"2026-06-03T10:54:52-04:00","requisition_id":"830","title":"Relationship Manager (Greater Philadelphia)","company_name":"Mercer Advisors","first_published":"2026-06-03T10:54:52-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Experience Oversight\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$72,250\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$85,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4067967008,"name":"Philadelphia","location":"Philadelphia, Pennsylvania, United States","child_ids":[],"parent_id":4040064008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5222315008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4475699008,"location":{"name":"Houston"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5222315008,"updated_at":"2026-06-01T10:54:30-04:00","requisition_id":"763","title":"Relationship Manager (Houston, TX)","company_name":"Mercer Advisors","first_published":"2026-06-01T10:54:30-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Summary:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Essential Job Functions for this role include:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Client Experience Oversight\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Work Schedule:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Working Conditions:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$70,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$75,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040156008,"name":"Houston","location":null,"child_ids":[],"parent_id":4040066008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5198766008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4464403008,"location":{"name":"Maryland"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5198766008,"updated_at":"2026-06-01T13:03:14-04:00","requisition_id":"704","title":"Relationship Manager (Hunt Valley, MD)","company_name":"Mercer Advisors","first_published":"2026-04-29T11:49:45-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Experience Oversight\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$68,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$80,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4066066008,"name":"Hunt Valley","location":"Hunt Valley, Maryland, United States","child_ids":[],"parent_id":4065755008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5209720008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4469499008,"location":{"name":"Austin"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5209720008,"updated_at":"2026-05-11T16:38:15-04:00","requisition_id":"732","title":"Relationship Manager I (Austin, TX)","company_name":"Mercer Advisors","first_published":"2026-05-05T12:08:40-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Experience Oversight\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$59,500\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$70,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040153008,"name":"Austin","location":null,"child_ids":[],"parent_id":4040066008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5227215008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4478131008,"location":{"name":"LA Century City"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5227215008,"updated_at":"2026-06-02T14:05:18-04:00","requisition_id":"781","title":"Relationship Manager I, UHNW (Los Angeles, CA)","company_name":"Mercer Advisors","first_published":"2026-05-21T13:05:33-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Job Summary:\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Relationship Manager is a key member of the Client\u0026#39;s Wealth Management Team. They work collaboratively with Regis Wealth Advisors and Wealth Solution Specialists on the following: a) ensuring world-class customer service is delivered in a highly efficient manner with attention to detail and strong positive interpersonal skills, b) increasing overall productivity of services delivered to the clients, c) identifying additional growth opportunities within the book of business, d) Identification \u0026amp;amp; Implementation of Advanced Planning techniques for clients as needed .\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Responsibilities:\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Client Relationship Management\u0026lt;/em\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Responsible for delivering world class client service experience to UHNW clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client\u0026#39;s key point of contact on the Wealth Management Team for day-to-day needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cultivate a thorough understanding of the expectations and preferences of client to anticipate needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for preparing Regis WMT team for client meetings with various reports and analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive experience, swift identification of planning opportunities and operational expertise for effective resolution of client needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability and willingness to respond quickly to changing customer expectations, ensuring client accessibility is crucial, even outside of regular business hours\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Operations Management\u0026lt;/em\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Optimizes productivity by coordinating and prioritizing client deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manages escalation process for client needs or any operational issues or challenges with Custodians\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for the implementation of complex account-related topics such as 10b5-1 plans, pledged asset lines, alternative investments, account overlays, separate account managers, foundations and endowments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinates Wealth Management Team projects such as RMDs, tax loss harvesting, cash audits, and tracking of new assets as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure compliance with industry-standard licensing and the capability to execute trades and money movement directly with custodians for time-sensitive client requests\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Client Retention \u0026amp;amp; Growth\u0026lt;/em\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Directly impact growth and client retention of the Wealth Management Team by driving high client satisfaction and adoption of additional services offered\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build strategies to win new assets from existing clients by monitoring life events and outside assets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and monitor strategy of the Wealth Management Team for increased community sourced referrals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor progress toward team goals\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Requirements:\u0026lt;/h3\u0026gt;\n\u0026lt;table style=\u0026quot;width: 40.1137%; height: 249.028px;\u0026quot;\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 67.1528px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 14.1745%; height: 67.1528px;\u0026quot; width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td style=\u0026quot;width: 81.3084%; height: 67.1528px;\u0026quot; width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree or equivalent (preferably Business, Economics, Accounting or Finance related)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 100.729px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 14.1745%; height: 100.729px;\u0026quot; width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td style=\u0026quot;width: 81.3084%; height: 100.729px;\u0026quot; width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 5 years of industry related experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client-facing experience required and ability to interact with individuals with a net worth of 25M+ in a professional and confidential manner\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 81.1458px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 14.1745%; height: 81.1458px;\u0026quot; width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Certifications:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td style=\u0026quot;width: 81.3084%; height: 81.1458px;\u0026quot; width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Series 65 optional\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Notary designation a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Skills:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated, well-organized individual with demonstrated ability to work independently\u0026amp;nbsp;and in a team environment to follow through on details to completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional oral and written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and organization skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multi-task and manage several projects at once\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong proficiency with financial planning software and Microsoft Office Products\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client Relationship Management (CRM) experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible, Reliable, Trustworthy, and Confidential with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to successfully escalate client request in a timely manner\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;Monday through Friday, 8:00AM - 5:00PM, with some flexibility.\u0026amp;nbsp;Potential need for client support outside of normal business hours.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$89,250\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$105,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4053500008,"name":"Encino","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5227206008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4478127008,"location":{"name":"Walnut Creek"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5227206008,"updated_at":"2026-06-02T14:06:24-04:00","requisition_id":"780","title":"Relationship Manager I, UHNW (Walnut Creek, CA)","company_name":"Mercer Advisors","first_published":"2026-05-21T13:04:53-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Job Summary:\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Relationship Manager is a key member of the Client\u0026#39;s Wealth Management Team. They work collaboratively with Regis Wealth Advisors and Wealth Solution Specialists on the following: a) ensuring world-class customer service is delivered in a highly efficient manner with attention to detail and strong positive interpersonal skills, b) increasing overall productivity of services delivered to the clients, c) identifying additional growth opportunities within the book of business, d) Identification \u0026amp;amp; Implementation of Advanced Planning techniques for clients as needed .\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Responsibilities:\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Client Relationship Management\u0026lt;/em\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Responsible for delivering world class client service experience to UHNW clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client\u0026#39;s key point of contact on the Wealth Management Team for day-to-day needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cultivate a thorough understanding of the expectations and preferences of client to anticipate needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for preparing Regis WMT team for client meetings with various reports and analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive experience, swift identification of planning opportunities and operational expertise for effective resolution of client needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability and willingness to respond quickly to changing customer expectations, ensuring client accessibility is crucial, even outside of regular business hours\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Operations Management\u0026lt;/em\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Optimizes productivity by coordinating and prioritizing client deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manages escalation process for client needs or any operational issues or challenges with Custodians\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for the implementation of complex account-related topics such as 10b5-1 plans, pledged asset lines, alternative investments, account overlays, separate account managers, foundations and endowments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinates Wealth Management Team projects such as RMDs, tax loss harvesting, cash audits, and tracking of new assets as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure compliance with industry-standard licensing and the capability to execute trades and money movement directly with custodians for time-sensitive client requests\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Client Retention \u0026amp;amp; Growth\u0026lt;/em\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Directly impact growth and client retention of the Wealth Management Team by driving high client satisfaction and adoption of additional services offered\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build strategies to win new assets from existing clients by monitoring life events and outside assets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and monitor strategy of the Wealth Management Team for increased community sourced referrals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor progress toward team goals\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Requirements:\u0026lt;/h3\u0026gt;\n\u0026lt;table style=\u0026quot;width: 40.1137%; height: 249.028px;\u0026quot;\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 67.1528px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 14.1745%; height: 67.1528px;\u0026quot; width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td style=\u0026quot;width: 81.3084%; height: 67.1528px;\u0026quot; width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree or equivalent (preferably Business, Economics, Accounting or Finance related)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 100.729px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 14.1745%; height: 100.729px;\u0026quot; width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td style=\u0026quot;width: 81.3084%; height: 100.729px;\u0026quot; width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 5 years of industry related experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client-facing experience required and ability to interact with individuals with a net worth of 25M+ in a professional and confidential manner\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 81.1458px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 14.1745%; height: 81.1458px;\u0026quot; width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Certifications:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td style=\u0026quot;width: 81.3084%; height: 81.1458px;\u0026quot; width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Series 65 optional\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Notary designation a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Skills:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated, well-organized individual with demonstrated ability to work independently\u0026amp;nbsp;and in a team environment to follow through on details to completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional oral and written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and organization skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multi-task and manage several projects at once\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong proficiency with financial planning software and Microsoft Office Products\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client Relationship Management (CRM) experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible, Reliable, Trustworthy, and Confidential with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to successfully escalate client request in a timely manner\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;Monday through Friday, 8:00AM - 5:00PM, with some flexibility.\u0026amp;nbsp;Potential need for client support outside of normal business hours.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$89,250\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$105,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040083008,"name":"Walnut Creek","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5226672008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4477857008,"location":{"name":"Walnut Creek"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5226672008,"updated_at":"2026-05-20T15:17:05-04:00","requisition_id":"779","title":"Relationship Manager I (Walnut Creek, CA)","company_name":"Mercer Advisors","first_published":"2026-05-20T15:17:05-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Experience Oversight\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$68,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$80,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040083008,"name":"Walnut Creek","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239712008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4484054008,"location":{"name":"Jacksonville"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239712008,"updated_at":"2026-06-03T11:00:39-04:00","requisition_id":"828","title":"Relationship Manager (Jacksonville, FL)","company_name":"Mercer Advisors","first_published":"2026-06-03T11:00:39-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Experience Oversight\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$68,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$80,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040101008,"name":"Jacksonville","location":null,"child_ids":[],"parent_id":4040042008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239465008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4483946008,"location":{"name":"LA Century City"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239465008,"updated_at":"2026-06-03T10:27:37-04:00","requisition_id":"812","title":"Relationship Manager (Los Angeles, CA)","company_name":"Mercer Advisors","first_published":"2026-06-03T10:27:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Summary:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Essential Job Functions for this role include:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Client Experience Oversight\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Work Schedule:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Working Conditions:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$80,750\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$95,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040073008,"name":"LA Century City","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239694008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4484047008,"location":{"name":"Tennessee"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239694008,"updated_at":"2026-06-03T10:47:22-04:00","requisition_id":"824","title":"Relationship Manager (Memphis, TN)","company_name":"Mercer Advisors","first_published":"2026-06-03T10:47:22-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Experience Oversight\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$63,750\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$75,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040065008,"name":"Tennessee","location":null,"child_ids":[4040152008],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5224219008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4476608008,"location":{"name":"Morristown"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5224219008,"updated_at":"2026-06-01T13:05:05-04:00","requisition_id":"773","title":"Relationship Manager (Morristown, NJ)","company_name":"Mercer Advisors","first_published":"2026-05-28T16:25:33-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Experience Oversight\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$76,500\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$90,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040133008,"name":"Morristown","location":null,"child_ids":[],"parent_id":4040057008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239481008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4483953008,"location":{"name":"Oklahoma"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239481008,"updated_at":"2026-06-02T19:41:15-04:00","requisition_id":"814","title":"Relationship Manager (Oklahoma City, OK)","company_name":"Mercer Advisors","first_published":"2026-06-02T19:41:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Experience Oversight\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$63,750\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$75,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040062008,"name":"Oklahoma","location":null,"child_ids":[4040144008,4040145008],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239833008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4484113008,"location":{"name":"Owings Mills, Maryland, United States"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239833008,"updated_at":"2026-06-03T10:52:41-04:00","requisition_id":"834","title":"Relationship Manager (Owings Mills, MD)","company_name":"Mercer Advisors","first_published":"2026-06-03T10:52:41-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Experience Oversight\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$68,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$80,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4065756008,"name":"Owings Mills","location":"Owings Mills, Maryland, United States","child_ids":[],"parent_id":4065755008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239250008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4483841008,"location":{"name":"Denver (HQ)"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239250008,"updated_at":"2026-06-02T15:24:32-04:00","requisition_id":"810","title":"Relationship Manager, UHNW (Denver, CO)","company_name":"Mercer Advisors","first_published":"2026-06-02T15:24:32-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h3\u0026gt;Job Summary:\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Relationship Manager is a key member of the Client\u0026#39;s Wealth Management Team. They work collaboratively with Regis Wealth Advisors and Wealth Solution Specialists on the following: a) ensuring world-class customer service is delivered in a highly efficient manner with attention to detail and strong positive interpersonal skills, b) increasing overall productivity of services delivered to the clients, c) identifying additional growth opportunities within the book of business, d) Identification \u0026amp;amp; Implementation of Advanced Planning techniques for clients as needed .\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Responsibilities:\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Client Relationship Management\u0026lt;/em\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Responsible for delivering world class client service experience to UHNW clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client\u0026#39;s key point of contact on the Wealth Management Team for day-to-day needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cultivate a thorough understanding of the expectations and preferences of client to anticipate needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for preparing Regis WMT team for client meetings with various reports and analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive experience, swift identification of planning opportunities and operational expertise for effective resolution of client needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability and willingness to respond quickly to changing customer expectations, ensuring client accessibility is crucial, even outside of regular business hours\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Operations Management\u0026lt;/em\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Optimizes productivity by coordinating and prioritizing client deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manages escalation process for client needs or any operational issues or challenges with Custodians\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for the implementation of complex account-related topics such as 10b5-1 plans, pledged asset lines, alternative investments, account overlays, separate account managers, foundations and endowments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinates Wealth Management Team projects such as RMDs, tax loss harvesting, cash audits, and tracking of new assets as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure compliance with industry-standard licensing and the capability to execute trades and money movement directly with custodians for time-sensitive client requests\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Client Retention \u0026amp;amp; Growth\u0026lt;/em\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Directly impact growth and client retention of the Wealth Management Team by driving high client satisfaction and adoption of additional services offered\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build strategies to win new assets from existing clients by monitoring life events and outside assets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and monitor strategy of the Wealth Management Team for increased community sourced referrals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor progress toward team goals\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Requirements:\u0026lt;/h3\u0026gt;\n\u0026lt;table style=\u0026quot;width: 40.1137%; height: 249.028px;\u0026quot;\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 67.1528px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 14.1745%; height: 67.1528px;\u0026quot; width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td style=\u0026quot;width: 81.3084%; height: 67.1528px;\u0026quot; width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree or equivalent (preferably Business, Economics, Accounting or Finance related)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 100.729px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 14.1745%; height: 100.729px;\u0026quot; width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td style=\u0026quot;width: 81.3084%; height: 100.729px;\u0026quot; width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 5 years of industry related experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client-facing experience required and ability to interact with individuals with a net worth of 25M+ in a professional and confidential manner\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 81.1458px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 14.1745%; height: 81.1458px;\u0026quot; width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Certifications:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td style=\u0026quot;width: 81.3084%; height: 81.1458px;\u0026quot; width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Series 65 optional\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Notary designation a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Skills:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated, well-organized individual with demonstrated ability to work independently\u0026amp;nbsp;and in a team environment to follow through on details to completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional oral and written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and organization skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multi-task and manage several projects at once\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong proficiency with financial planning software and Microsoft Office Products\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client Relationship Management (CRM) experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible, Reliable, Trustworthy, and Confidential with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to successfully escalate client request in a timely manner\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;Monday through Friday, 8:00AM - 5:00PM, with some flexibility.\u0026amp;nbsp;Potential need for client support outside of normal business hours.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 6/16/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot; data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$89,250\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$105,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040089008,"name":"Denver (HQ)","location":null,"child_ids":[],"parent_id":4040038008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5229711008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4479356008,"location":{"name":"Minneapolis"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5229711008,"updated_at":"2026-06-02T14:07:09-04:00","requisition_id":"789","title":"Relationship Manager, UHNW (Minneapolis/St. Paul, MN)","company_name":"Mercer Advisors","first_published":"2026-05-27T10:45:30-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Job Summary:\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Relationship Manager is a key member of the Client\u0026#39;s Wealth Management Team. They work collaboratively with Regis Wealth Advisors and Wealth Solution Specialists on the following: a) ensuring world-class customer service is delivered in a highly efficient manner with attention to detail and strong positive interpersonal skills, b) increasing overall productivity of services delivered to the clients, c) identifying additional growth opportunities within the book of business, d) Identification \u0026amp;amp; Implementation of Advanced Planning techniques for clients as needed .\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Responsibilities:\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Client Relationship Management\u0026lt;/em\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Responsible for delivering world class client service experience to UHNW clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client\u0026#39;s key point of contact on the Wealth Management Team for day-to-day needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cultivate a thorough understanding of the expectations and preferences of client to anticipate needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for preparing Regis WMT team for client meetings with various reports and analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive experience, swift identification of planning opportunities and operational expertise for effective resolution of client needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability and willingness to respond quickly to changing customer expectations, ensuring client accessibility is crucial, even outside of regular business hours\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Operations Management\u0026lt;/em\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Optimizes productivity by coordinating and prioritizing client deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manages escalation process for client needs or any operational issues or challenges with Custodians\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for the implementation of complex account-related topics such as 10b5-1 plans, pledged asset lines, alternative investments, account overlays, separate account managers, foundations and endowments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinates Wealth Management Team projects such as RMDs, tax loss harvesting, cash audits, and tracking of new assets as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure compliance with industry-standard licensing and the capability to execute trades and money movement directly with custodians for time-sensitive client requests\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Client Retention \u0026amp;amp; Growth\u0026lt;/em\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Directly impact growth and client retention of the Wealth Management Team by driving high client satisfaction and adoption of additional services offered\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build strategies to win new assets from existing clients by monitoring life events and outside assets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and monitor strategy of the Wealth Management Team for increased community sourced referrals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor progress toward team goals\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Requirements:\u0026lt;/h3\u0026gt;\n\u0026lt;table style=\u0026quot;width: 40.1137%; height: 249.028px;\u0026quot;\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 67.1528px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 14.1745%; height: 67.1528px;\u0026quot; width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td style=\u0026quot;width: 81.3084%; height: 67.1528px;\u0026quot; width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree or equivalent (preferably Business, Economics, Accounting or Finance related)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 100.729px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 14.1745%; height: 100.729px;\u0026quot; width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td style=\u0026quot;width: 81.3084%; height: 100.729px;\u0026quot; width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 5 years of industry related experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client-facing experience required and ability to interact with individuals with a net worth of 25M+ in a professional and confidential manner\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 81.1458px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 14.1745%; height: 81.1458px;\u0026quot; width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Certifications:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td style=\u0026quot;width: 81.3084%; height: 81.1458px;\u0026quot; width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Series 65 optional\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Notary designation a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Skills:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated, well-organized individual with demonstrated ability to work independently\u0026amp;nbsp;and in a team environment to follow through on details to completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional oral and written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and organization skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multi-task and manage several projects at once\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong proficiency with financial planning software and Microsoft Office Products\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client Relationship Management (CRM) experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible, Reliable, Trustworthy, and Confidential with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to successfully escalate client request in a timely manner\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;Monday through Friday, 8:00AM - 5:00PM, with some flexibility.\u0026amp;nbsp;Potential need for client support outside of normal business hours.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$89,250\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$105,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040124008,"name":"Minneapolis","location":null,"child_ids":[],"parent_id":4040051008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239735008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4484065008,"location":{"name":"New York"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239735008,"updated_at":"2026-06-03T10:48:56-04:00","requisition_id":"831","title":"Relationship Manager, UHNW (New York)","company_name":"Mercer Advisors","first_published":"2026-06-03T10:48:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;h3\u0026gt;Job Summary:\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The Relationship Manager is a key member of the Client\u0026#39;s Wealth Management Team. They work collaboratively with Regis Wealth Advisors and Wealth Solution Specialists on the following: a) ensuring world-class customer service is delivered in a highly efficient manner with attention to detail and strong positive interpersonal skills, b) increasing overall productivity of services delivered to the clients, c) identifying additional growth opportunities within the book of business, d) Identification \u0026amp;amp; Implementation of Advanced Planning techniques for clients as needed .\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Responsibilities:\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Client Relationship Management\u0026lt;/em\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Responsible for delivering world class client service experience to UHNW clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client\u0026#39;s key point of contact on the Wealth Management Team for day-to-day needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cultivate a thorough understanding of the expectations and preferences of client to anticipate needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for preparing Regis WMT team for client meetings with various reports and analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive experience, swift identification of planning opportunities and operational expertise for effective resolution of client needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability and willingness to respond quickly to changing customer expectations, ensuring client accessibility is crucial, even outside of regular business hours\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Operations Management\u0026lt;/em\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Optimizes productivity by coordinating and prioritizing client deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manages escalation process for client needs or any operational issues or challenges with Custodians\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for the implementation of complex account-related topics such as 10b5-1 plans, pledged asset lines, alternative investments, account overlays, separate account managers, foundations and endowments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinates Wealth Management Team projects such as RMDs, tax loss harvesting, cash audits, and tracking of new assets as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure compliance with industry-standard licensing and the capability to execute trades and money movement directly with custodians for time-sensitive client requests\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;em\u0026gt;Client Retention \u0026amp;amp; Growth\u0026lt;/em\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Directly impact growth and client retention of the Wealth Management Team by driving high client satisfaction and adoption of additional services offered\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build strategies to win new assets from existing clients by monitoring life events and outside assets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and monitor strategy of the Wealth Management Team for increased community sourced referrals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor progress toward team goals\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Requirements:\u0026lt;/h3\u0026gt;\n\u0026lt;table style=\u0026quot;width: 40.1137%; height: 249.028px;\u0026quot;\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 67.1528px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 14.1745%; height: 67.1528px;\u0026quot; width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td style=\u0026quot;width: 81.3084%; height: 67.1528px;\u0026quot; width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree or equivalent (preferably Business, Economics, Accounting or Finance related)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 100.729px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 14.1745%; height: 100.729px;\u0026quot; width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td style=\u0026quot;width: 81.3084%; height: 100.729px;\u0026quot; width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 5 years of industry related experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client-facing experience required and ability to interact with individuals with a net worth of 25M+ in a professional and confidential manner\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 81.1458px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 14.1745%; height: 81.1458px;\u0026quot; width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Certifications:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td style=\u0026quot;width: 81.3084%; height: 81.1458px;\u0026quot; width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Series 65 optional\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Notary designation a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;91\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Skills:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;522\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated, well-organized individual with demonstrated ability to work independently\u0026amp;nbsp;and in a team environment to follow through on details to completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional oral and written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and organization skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multi-task and manage several projects at once\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong proficiency with financial planning software and Microsoft Office Products\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client Relationship Management (CRM) experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible, Reliable, Trustworthy, and Confidential with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to successfully escalate client request in a timely manner\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;Monday through Friday, 8:00AM - 5:00PM, with some flexibility.\u0026amp;nbsp;Potential need for client support outside of normal business hours.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot; data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$89,250\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$105,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040060008,"name":"New York","location":null,"child_ids":[4040174008,4065291008,4040135008,4040136008],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239686008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4484043008,"location":{"name":"Westport; Woodbridge"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239686008,"updated_at":"2026-06-03T10:44:22-04:00","requisition_id":"823","title":"Relationship Manager (Woodbridge, CT)","company_name":"Mercer Advisors","first_published":"2026-06-03T10:44:01-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;Relationship Manager (RM) I\u0026amp;nbsp;is a strategic, client-facing role within the Client Service department.\u0026amp;nbsp; The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for\u0026amp;nbsp;overseeing the execution of the firm’s service model, ensuring that client experiences align with the firm’s standards and values. The Relationship Manager I plays a critical role in\u0026amp;nbsp;practice management,\u0026amp;nbsp;client retention, and\u0026amp;nbsp;business growth, serving as a key contributor to the success of the advisory team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role offers a clear career path to\u0026amp;nbsp;Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Experience Oversight\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage service workflows and client touchpoints to ensure timely and accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Partnership \u0026amp;amp; Practice Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Growth \u0026amp;amp; Retention Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of wealth management processes and service models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to manage complex client relationships and resolve issues effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leadership and mentoring experience within a team environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, organizational, and problem-solving skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in CRM systems and workflow management tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strategic thinker and strong ability to influence and collaborate across teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$68,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$80,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040094008,"name":"Westport","location":null,"child_ids":[],"parent_id":4040039008},{"id":4040096008,"name":"Woodbridge","location":null,"child_ids":[],"parent_id":4040039008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5225746008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4477370008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5225746008,"updated_at":"2026-06-01T12:54:45-04:00","requisition_id":"775","title":"Retirement Plan Specialist ","company_name":"Mercer Advisors","first_published":"2026-05-20T12:02:36-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table style=\u0026quot;width: 56.7965%; height: 193.055px;\u0026quot;\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 47.5694px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 100%; height: 47.5694px;\u0026quot; width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr style=\u0026quot;height: 145.486px;\u0026quot;\u0026gt;\n\u0026lt;td style=\u0026quot;width: 100%; height: 145.486px;\u0026quot; width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Service Plan Execution\u0026lt;/strong\u0026gt;:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp; Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp; Prepare Fiduciary Plan (Design) Review for meetings and delivery.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp; Prepare Provider Review for meetings and delivery.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Advisor Support\u0026lt;/strong\u0026gt;:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp; Plan design and proposal preparation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp; Facilitate and navigate plan changes, including plan design, fund changes, etc.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp; Onboarding new clients – collaborate with sales team to ensure a seamless onboarding process.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp; Transitioning clients – collaborate with advisors to ensure a seamless transition process.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Client Support\u0026lt;/strong\u0026gt;:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp; Answer inquiries regarding the plan from plan administrators/sponsors and participants.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp; Ensure strong client satisfaction and retention from plan administrators/sponsors.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Provider Collaboration\u0026lt;/strong\u0026gt;:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp; Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;strong\u0026gt;Education\u0026lt;/strong\u0026gt;:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp;\u0026amp;nbsp; Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Experience\u0026lt;/strong\u0026gt;:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp;\u0026amp;nbsp; Minimum 3 years of financial industry related experience\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp;\u0026amp;nbsp; Experience with interacting with individuals at all income levels in a professional and confidential manner\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Certifications\u0026lt;/strong\u0026gt;:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp;\u0026amp;nbsp; Notary designation a plus\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Skills\u0026lt;/strong\u0026gt;:\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp;\u0026amp;nbsp; Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp;\u0026amp;nbsp; Excellent verbal, written, analytical, and organization skills\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp;\u0026amp;nbsp; Technical and analytical training and ability to multi-task and manage multiple projects at once\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp;\u0026amp;nbsp; Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp;\u0026amp;nbsp; Results-oriented individual with proven ability to thrive in a fast-paced environment\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp;\u0026amp;nbsp; High attention to detail and the ability to see things through from concept to implementation\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp;\u0026amp;nbsp; Proficiency with RPAG, Salesforce and MS Office Suite\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;o\u0026amp;nbsp;\u0026amp;nbsp; Flexible, Reliable, Trustworthy, and Confidential with all matters\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal clients across multiple time zones.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 6/3/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$31\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$36 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047907008,"name":"Wealth Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5195620008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4462949008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5195620008,"updated_at":"2026-06-01T12:51:12-04:00","requisition_id":"688","title":"Senior Director, Sales Performance \u0026 Enablement (Financial Services)","company_name":"Mercer Advisors","first_published":"2026-04-22T16:46:40-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors is hiring a Senior Director, Sales Performance \u0026amp;amp; Enablement\u0026lt;strong\u0026gt;,\u0026lt;/strong\u0026gt; to build and scale a world-class enablement function for our Client Development organization. This leader will accelerate ramp for new Regional Vice Presidents (RVPs), raise sales execution consistency across the field, and improve measurable outcomes (conversion, win rate, cycle efficiency, and pipeline quality).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a strategic, hands-on role that blends enablement strategy, coaching rigor, curriculum design, and performance analytics—within a financial services / wealth management environment where credibility, client trust, and compliant selling matter.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Enablement strategy \u0026amp;amp; operating cadence:\u0026lt;/strong\u0026gt; Build the enablement roadmap and run programs end-to-end in partnership with Sales Leadership, RevOps, Marketing, Product, and Compliance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;RVP onboarding \u0026amp;amp; ramp:\u0026lt;/strong\u0026gt; Design and deliver structured onboarding, 30/60/90 ramp plans, and readiness checkpoints that reduce time-to-productivity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Coaching \u0026amp;amp; field performance:\u0026lt;/strong\u0026gt; Implement a scalable coaching system (call listening/scoring, role plays, deal reviews, pipeline inspection) to improve seller effectiveness and confidence.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Curriculum \u0026amp;amp; skill progression:\u0026lt;/strong\u0026gt; Own a tiered curriculum (foundational → advanced) that strengthens consultative selling, financial planning acumen, and competitive value defense.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Playbooks, talk tracks, and messaging:\u0026lt;/strong\u0026gt; Create and maintain a single source of truth for sales playbooks, discovery guides, objection handling, competitive positioning, and best practices—built for real field use and adoption.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Measurement \u0026amp;amp; impact:\u0026lt;/strong\u0026gt; Define enablement KPIs, track adoption and proficiency, and tie programs to business outcomes (ramp time, conversion rates, win rates, cycle time, call quality).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Financial services standards (must-have):\u0026lt;/strong\u0026gt; Partner with Compliance/Legal to ensure training, messaging, and field tools support compliant communication and high-integrity client engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Team leadership:\u0026lt;/strong\u0026gt; Lead and develop a high-performing enablement team and/or a network of field champions.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What Success Looks Like\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;New RVPs ramp faster and reach productivity more predictably.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Consistent execution of the Mercer sales process, talk tracks, and tools across regions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Improved call quality, stronger discovery, clearer value articulation, and better late-stage execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Measurable uplift in conversion and win rates, with better pipeline hygiene and forecasting reliability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A scalable enablement engine that supports growth and raises the bar across Client Development.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years in sales enablement, sales excellence, revenue productivity, sales training/coaching, or related GTM leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial services / wealth management experience required (RIA, broker-dealer, or similarly complex advisory environment).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record building and scaling: onboarding programs, coaching systems, curricula, certifications, and playbooks.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of consultative selling and credibility in holistic financial planning conversations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly analytical and outcomes-driven; comfortable using data to set priorities and prove impact.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong cross-functional leadership and executive communication skills; able to influence senior sales leaders and experienced sellers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with sales technology (CRM, call recording/conversation intelligence, enablement/LMS tools, content systems).\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Preferred Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience enabling multi-region field teams and senior sales roles.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building manager enablement and coaching toolkits.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Background partnering closely with Compliance in regulated selling environments.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Travel:\u0026lt;/strong\u0026gt; ~35%\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$170,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$200,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047887008,"name":"Client Development","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5205092008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4467258008,"location":{"name":"Atlanta"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5205092008,"updated_at":"2026-05-20T10:29:31-04:00","requisition_id":"722","title":"Senior Financial Planner (Atlanta, GA)","company_name":"Mercer Advisors","first_published":"2026-05-01T14:06:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In the Senior Financial Planner I role, you will work as part of our Financial Planning Group, in collaboration with our advisor teams to create customized and comprehensive financial plans for clients.\u0026amp;nbsp; This position is best for a candidate who is advancing towards an advisor role or enjoys supporting efforts around the end client experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for the Senior Financial Planner I will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients\u0026#39; financial situation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client\u0026#39;s future.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use exceptional analytical and relationship management skills to uncover clients\u0026#39; needs and position the appropriate solution to meet those needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dispense financial planning advice in both supervised and unsupervised environments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver financial planning support that results in increased referrals and high client retention.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring adherence to company standards of client care, meetings, referrals and retention.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Co- present financial planning concepts and analysis with advisors.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentor, coach, and review output of other members of the Financial Planning Group.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with creating and implementing procedures to improve efficiency and enhance client experiences.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passed the Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP® or Master\u0026#39;s Degree in Financial Planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client facing experience with at least 6 years relevant experience preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal, written, analytical and organizational skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical and analytical training and experience in financial planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently without close supervision managing and prioritizing deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be highly flexible and confidential with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% required\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$100,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047892008,"name":"Financial Planning Group","child_ids":[],"parent_id":null}],"offices":[{"id":4040106008,"name":"Atlanta","location":null,"child_ids":[],"parent_id":4040043008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5205068008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4467247008,"location":{"name":"Philadelphia, Pennsylvania, United States"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5205068008,"updated_at":"2026-06-03T15:11:36-04:00","requisition_id":"719","title":"Senior Financial Planner (Philadelphia, PA)","company_name":"Mercer Advisors","first_published":"2026-05-01T14:02:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Financial Planner’s responsibilities include, but are not limited to:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Preparing financial plans for prospective and existing clients, including:\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Cash flow and spending plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investment analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Retirement projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Social Security analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Education funding analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stock options analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Estate planning analysis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tax planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Asset protection and risk management needs analysis\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Completion of CFP® coursework.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A minimum of one year of financial industry–related experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal, written, analytical, and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customer service–oriented mindset; coachable and eager to learn.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High level of discretion and ability to maintain confidentiality.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 10%.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$70,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$80,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047892008,"name":"Financial Planning Group","child_ids":[],"parent_id":null}],"offices":[{"id":4067967008,"name":"Philadelphia","location":"Philadelphia, Pennsylvania, United States","child_ids":[],"parent_id":4040064008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5213469008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4471395008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5213469008,"updated_at":"2026-06-01T12:53:43-04:00","requisition_id":"740","title":"Senior Investment Strategist (Texas; Mountain or Pacific Time Zones)","company_name":"Mercer Advisors","first_published":"2026-05-08T17:10:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Job Summary:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;The role is within the Investment Department’s Portfolio Management Group (PMG). PMG is the client facing side of the Investment organization.  Investment Strategists support the firm’s regional advisor teams and report to the \u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Sr. Director, Investment Strategy\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt; \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Investment Strategists\u0026amp;nbsp;provide thought leadership, portfolio construction, sales, and analytical support to\u0026amp;nbsp;local advisor teams.\u0026amp;nbsp;\u0026amp;nbsp;Investment Strategists\u0026amp;nbsp;are the local representative of the firm’s investment department and as such are expected to\u0026amp;nbsp;provide\u0026amp;nbsp;expert insight into the firm’s investment philosophy, processes, and platform\u0026amp;nbsp;primarily\u0026amp;nbsp;to\u0026amp;nbsp;advisors and HNW clients.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Essential Job Functions for\u0026amp;nbsp;Investment Strategists\u0026amp;nbsp;will include:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;30\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location,\u0026amp;nbsp;vehicle\u0026amp;nbsp;selection, and other investment-related advice to a select group of assigned high net worth clients\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335557856\u0026amp;quot;:16777215,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;30\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Represent and\u0026amp;nbsp;provide\u0026amp;nbsp;expert insight into\u0026amp;nbsp;the firm’s investment philosophy, processes, and platform to local advisor teams\u0026amp;nbsp;and\u0026amp;nbsp;HNW clients\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335557856\u0026amp;quot;:16777215,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;30\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335557856\u0026amp;quot;:16777215,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;30\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ensure\u0026amp;nbsp;timely\u0026amp;nbsp;completion of annual portfolio reviews\u0026amp;nbsp;(including Reg 9s, if applicable)\u0026amp;nbsp;by local advisor teams,\u0026amp;nbsp;in accordance with\u0026amp;nbsp;the firm’s compliance and investment\u0026amp;nbsp;department\u0026amp;nbsp;requirements.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335557856\u0026amp;quot;:16777215,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;30\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Engagement in industry associations,\u0026amp;nbsp;events\u0026amp;nbsp;and research to stay on top of trends and developments\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;30\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Some travel\u0026amp;nbsp;required\u0026amp;nbsp;to build and manage relationships with regional offices and/or key client relationships\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Required Knowledge, Skills \u0026amp;amp; Abilities:\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;31\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;10\u0026amp;nbsp;years\u0026amp;nbsp;client facing wealth management experience\u0026amp;nbsp;preferred, ideally in an independent wealth management firm, RIA, or similar firm\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;31\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;MBA or CFA a plus\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;31\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Familiarity with\u0026amp;nbsp;private market investments, alternative asset\u0026amp;nbsp;solutions\u0026amp;nbsp;and\u0026amp;nbsp;quantitative, factor-based investing a\u0026amp;nbsp;plus\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;31\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Strong quantitative skills preferred\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;31\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Exceptional\u0026amp;nbsp;client\u0026amp;nbsp;communication skills, both written and verbal\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;31\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to communicate effectively and\u0026amp;nbsp;frequently\u0026amp;nbsp;with multiple stakeholders working remotely across the United States\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;31\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Strong team\u0026amp;nbsp;player with a commitment to collaboration and teamwork\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;31\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Series 65 required, unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Location\u0026lt;/strong\u0026gt;: \u0026lt;/span\u0026gt;This position can be fully remote, but have preference for Texas, Mountain, or Pacific Time Zone.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Working Conditions:\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;  Professional\u0026amp;nbsp;office environment. Working inside. Standing and sitting. Will be assigned to a workstation. No heavy lifting over 10 lbs.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:0,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:240}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/22/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$150,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$180,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047900008,"name":"Portfolio Management Group","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5184640008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4457819008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5184640008,"updated_at":"2026-06-01T12:49:50-04:00","requisition_id":"672","title":"Senior Manager, New Partner Compensation Programs","company_name":"Mercer Advisors","first_published":"2026-05-01T11:27:49-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors is a leading wealth management platform on a mission to create the context where leading fiduciary professionals can do the best work of their careers. Our M\u0026amp;amp;A and organic growth strategies have fueled 30%+ annual growth, and we’re committed to building the industry standard of integrated wealth management.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We partner with high-performing advisory firms to expand our geographic footprint, deepen our capabilities, and create long-term value for clients, partners, and employees. M\u0026amp;amp;A is a core engine of our growth and value creation. Executing this strategy successfully requires intentional integration of the partner firm’s entire team. Compensation is a critical lever in that integration, directly influencing engagement, retention, and long-term alignment with the firm’s objectives.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The \u0026lt;strong\u0026gt;Sr. Manager, New Partner Compensation Programs\u0026lt;/strong\u0026gt; is accountable for end-to-end compensation strategy, execution, and governance for acquired partner firms. This role sits at the intersection of Partner Development, People, Finance, and Legal, ensuring that compensation decisions made during transactions are intentional, well-understood, and executable over time.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Deal-Stage Compensation Diagnosis and Strategy \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assess and diagnose current seller compensation plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Partner Development, Finance, People, and Legal during diligence and deal structuring to design aligned compensation approaches.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Model compensation scenarios and clearly articulate tradeoffs and considerations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure compensation commitments made during negotiations are deliberate, documented, and operationally feasible post-close.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;M\u0026amp;amp;A Compensation Frameworks and Playbooks \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own and maintain clear, scalable compensation frameworks for M\u0026amp;amp;A, including standard models, transition approaches, and exception criteria.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define governance for bespoke arrangements, including tracking, sunset provisions, and conversion to standard plans.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create repeatable playbooks, tools, and documentation used by deal teams, People Partners, Rewards, and Finance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop clear education materials for incoming partners explaining Mercer’s compensation philosophy, programs, and what to expect over time.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Post-Close Compensation Integration and Execution \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Translate specific compensation commitments into Mercer’s compensation cycle.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage phased transitions, including multi-year or multi-cycle transitions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure accuracy and alignment across Compensation, Legal and Finance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as the escalation owner for M\u0026amp;amp;A compensation issues post-close.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Ongoing Governance and Industry Expertise \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Maintain a centralized, living repository of all M\u0026amp;amp;A compensation commitments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the single source of truth for historical M\u0026amp;amp;A compensation decisions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain deep industry expertise in wealth management compensation practices, including advisor, partner, and leadership pay models.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Relationship Building \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Interact directly with sellers, acting as a credible, trusted partner.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Represent Mercer’s culture of collaboration, professionalism, and long-term partnership in all seller interactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Partner seamlessly internally, presenting a unified and collaborative front to sellers.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong business acumen paired with compensation expertise.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong financial modeling and analytical skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort operating in ambiguity and making tradeoffs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High emotional intelligence and strong executive presence. Able to build trust and credibility with senior stakeholders in high-stakes situations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to explain complex topics clearly and simply.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in M\u0026amp;amp;A or Corporate Development environments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial Services or Wealth Management experience preferred.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$125,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$150,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047898008,"name":"People Team","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5117517008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4426716008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5117517008,"updated_at":"2026-06-03T13:57:29-04:00","requisition_id":"544","title":"Senior Manager, Revenue Operation Analytics (Sales)","company_name":"Mercer Advisors","first_published":"2026-02-12T17:43:42-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Senior Manager, Sales Operations \u0026amp;amp; Analytics will partner closely with the SVP of Client Development Sales Revenue \u0026amp;amp; Operations and the Head of Direct Client Development to optimize Mercer Advisors’ revenue engine through rigorous sales analytics, pipeline visibility, and performance insights. This role is responsible for developing data-driven strategies that improve pipeline conversion, segmentation, forecasting accuracy, and sales productivity across the direct-to-consumer business.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This leader will strengthen Mercer Advisors’ ability to evaluate sales effectiveness, understand funnel health, and identify levers that improve win rates and revenue performance. The ideal candidate has deep expertise in sales analytics, revenue operations, and cross-functional partnership within growth-oriented organizations.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Pipeline Performance \u0026amp;amp; Funnel Analytics\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Own end-to-end sales funnel analytics—from lead engagement through opportunity creation, pipeline movement, and closed-won outcomes.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Monitor stage-by-stage conversion, velocity, leakage, and capacity utilization to surface trends and diagnose performance gaps.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Develop segmentation frameworks (persona, channel, deal size, advisor, territory) to guide investment and prioritization.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Build win/loss analytics and incorporate qualitative insights to identify drivers of sales success and barriers to closing. Sales Optimization \u0026amp;amp; Strategic Insights\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Identify opportunities to improve sales productivity, including advisor capacity, outreach cadences, touchpoint effectiveness, and territory structures.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Conduct deep-dive analyses on pipeline mix, revenue forecasting, lead routing efficiency, and deal quality. • Build predictive and diagnostic models that improve forecast accuracy, identify at-risk pipeline segments, and enhance prioritization.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Recommend optimization strategies based on data (e.g., improved scoring, better routing, targeted enablement, churn risk mitigation). Reporting, Dashboards \u0026amp;amp; Data Governance\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Own the design and evolution of sales dashboards in Power BI and Salesforce to support leadership visibility. • Ensure consistent definitions and data quality across reporting environments.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Partner with BI, Finance, and Marketing Ops to ensure data integrity, resolve reporting discrepancies, and enhance automation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Build new analytical views to support strategic decision-making (pipeline aging, forecast scenarios, rep productivity, segmentation reports). Cross-Functional Leadership \u0026amp;amp; Executive Support\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Deliver executive-level insights on funnel performance, revenue pacing, pipeline health, and operational risks.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Collaborate with Marketing, Sales Leadership, BI, and Finance to drive coordinated improvements in lead generation and sales execution.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Translate analytical findings into business recommendations with clear owners, timelines, and measurable impact.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;• 10+ years in sales operations, revenue operations, sales analytics, or marketing analytics in a data-driven environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Expertise in Salesforce, Power BI, SQL/Python (preferred), and advanced Excel.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Strong understanding of pipeline management, forecasting, segmentation, and sales KPIs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Experience supporting high-velocity or multi-stage sales processes.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Strong analytical problem-solving skills with the ability to tell a story using data.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• High attention to detail, strong communication skills, and executive presence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;• Ability to manage multiple priorities in a fast-paced growth environment.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td\u0026gt;\u0026amp;nbsp;\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$106,250\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$120,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047887008,"name":"Client Development","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5191302008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4460861008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5191302008,"updated_at":"2026-06-04T16:44:02-04:00","requisition_id":"682","title":"Senior Portfolio Consultant","company_name":"Mercer Advisors","first_published":"2026-04-17T16:34:45-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Senior Portfolio Consultant I assumes a critical role in executing investment implementations for complex portfolio transitions and high net worth clients. This role is deeply involved in the investment process, serving as a point person for newly acquired firms assimilating to our investment platform and models. In addition, this role is pivotal in supporting the firm’s organic growth by developing investment deliverables for prospective clients. Collaborating closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments, this role ensures strategic alignment and delivers exceptional service. Responsibilities include handling implementations for sophisticated investment portfolios and providing valuable insights to optimize client portfolios and enhance the client experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role provides excellent opportunity for career acceleration and advancement to many areas within the company including Portfolio Management, Investment Operations, and Wealth Management.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Concierge Level Service \u0026amp;amp; Communication \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Communicate investment philosophy and available investment strategies clearly and effectively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide status updates on portfolio implementations proactively and timely.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead presentations on various investment topics to Wealth Advisor teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge of Investment Management \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support new Portfolio Consultants with developing core competencies within investment platform.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate a comprehensive understanding of capital markets and portfolio design \u0026amp;amp; management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to effectively match Advisor implementation goals with available investment strategies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expertise in complex investment vehicles, models, and platform, including public and private markets.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drafting, supporting, and auditing analytics, proposals, and deliverables for Wealth Management Teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Manage Efficient Process \u0026amp;amp; Workflows \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong grasp on overall process \u0026amp;amp; workflow to help troubleshoot portfolio inquiries.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with key central teams to coordinate process improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for managing standardized workflows and investment processes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage portfolio implementations concurrently to meet or exceed Service Level Agreements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Audit implementations to ensure outcome is consistent with target portfolio objectives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee implementations for high net worth and ultra high net worth clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFP\u0026lt;sup\u0026gt;®\u0026lt;/sup\u0026gt; and/or Series 65 required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFA or advanced degree preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum 4 years of financial industry related experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of Orion and Morningstar preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of MS Excel preferred, including advanced data analytics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving experience and skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent analytical and organizational skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills, both written and verbal and highly collaborative approach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Organized and detail oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage and prioritize multiple tasks\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 6/17/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Remote\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$80,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$95,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047899008,"name":"Portfolio Consulting","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5217534008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4473576008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5217534008,"updated_at":"2026-06-01T12:54:30-04:00","requisition_id":"746","title":"Senior Talent Acquisition Partner","company_name":"Mercer Advisors","first_published":"2026-05-12T15:23:46-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;As a\u0026amp;nbsp;Senior Talent Acquisition Partner\u0026lt;strong\u0026gt;,\u0026lt;/strong\u0026gt; you will advise and work directly with hiring managers to provide full life cycle recruiting. You will be responsible for driving internal talent acquisition strategies through utilizing best practice initiatives and tactics to source, identify, attract and hire talent into the organization. You’ll successfully navigate Mercer’s matrixed organization and will recruit for many departments in the organization, which include Client Development, Wealth Management, Wealth Solutions (Tax, Estate Planning), Technology, and other corporate functions. This role requires a high level of agility, attention to detail, and ability to prioritize and plan work well for execution.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Functions for the Senior Talent Acquisition Partner will include:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Source, select, screen, interview and evaluate potential candidates for various career opportunities through full life-cycle recruitment.\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Creatively source passive candidates while building a network of candidates for current and future opportunities through creative and strategic sourcing methods.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with hiring managers to drive recruitment strategy through proactive communication and consultative approach.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage recruiting knowledge, recruitment results, and competitive market intelligence to drive strategies and influence key internal stakeholders on recruitment activities and programs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with leaders of Talent Acquisition to drive Mercer Advisor’s talent strategy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide exceptional customer care and experience to candidates and internal partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Vice President of Talent Acquisition to build and maintain temporary and contract agency negotiations, relationships, and scheduling when supplemental candidates are needed for recruitment success.\u0026amp;nbsp;\u0026amp;nbsp; Actively involved in screening Agency referrals with the decision to not forward to hiring manager based on HR/Recruiting knowledge and success.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write, place, and maintain compelling job postings to communicate our unique and engaging work culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively work with Vice President of Talent Acquisition to provide timely updates on recruitment placements, barriers, and manager communications to mitigate recruiting barriers.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate and up-to-date recruitment and applicant files in the company’s applicant tracking system (Greenhouse).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to TA team with best practice recruitment and retention strategies to build a best-in-class employee workforce.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coach and mentor team members to support the growth of the TA team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create and execute on TA priorities \u0026amp;amp; projects (i.e., employee referral program)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Competencies: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong Business Acumen\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Delivers Results\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to influence stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong service mindset\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Keen attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fosters Collaboration and Teamwork\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal and written communication\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Education and Experience: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;BA/BS highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5+ years of fast-paced recruiting experience and successfully handling a variety of roles throughout the business; sourcing and networking skills required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience in RIA industry or financial services is strongly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience with recruiting systems – Greenhouse experience is highly valued\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to use good judgment, prioritize and plan work well, and execute deliberately.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Timely follow-through \u0026amp;amp; follow-up required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must have the ability to maintain a strict level of confidentiality and required to exercise extreme discretion.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple tasks, show adaptability and meet deadlines while maintaining accuracy with a strong attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle sensitive and confidential issues objectively, along with a broad understanding of HR requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate exceptional verbal communication skills, including building rapport and conducting meaningful conversations both on the phone and in person.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional who exercises sound judgment and diplomacy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to operate both strategically and tactically in a high-energy, fast-paced environment; willingness to pitch in to help the team.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Monday through Friday, 8:00AM – 5:00PM\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt; \u0026amp;nbsp;Professional home office work environment, business hours with some early morning or late day calls and travel as required by the business, standing, and sitting. Ability to occasionally travel.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/25/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Remote\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$110,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$125,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047898008,"name":"People Team","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5180150008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4455966008,"location":{"name":"Encino"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5180150008,"updated_at":"2026-05-27T11:59:38-04:00","requisition_id":"660","title":"Senior Tax Associate (Encino, CA)","company_name":"Mercer Advisors","first_published":"2026-04-09T17:05:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients.\u0026amp;nbsp; We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm.\u0026amp;nbsp; We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Sr. Tax Associate I is primarily responsible for the preparation and delivery of income tax returns, tax projections and analysis for our clients. The Sr. Tax Associate I will have a passion for client service with experience in individual and entity tax preparation. The Sr. Tax Associate I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role benefits from a flexible work from home schedule. You will have the flexibility to work from home or in the office, and there will be periodic coordinated visits to the office to collaborate with the team.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare tax returns for high-net-worth individuals, trusts and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for clear \u0026amp;amp; concise communication with clients on all matters related to delivery of income tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform tax research\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with tax support staff to ensure timely workflow practices and data integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and initial preparation of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes, as well as communicate the effects of the law changes to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum of 1-3 years of public accounting experience, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Moderate tax code knowledge and general accounting skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtained or in the process of obtaining CPA and/or EA preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Master’s degree in Tax a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$79,900\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$94,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4053500008,"name":"Encino","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5122862008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4429284008,"location":{"name":"California; Encino; Newport Beach; San Francisco"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5122862008,"updated_at":"2026-05-11T16:38:15-04:00","requisition_id":"551","title":"Senior Tax Associate - Southern California (Hybrid)","company_name":"Mercer Advisors","first_published":"2026-02-18T12:33:39-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients.\u0026amp;nbsp; We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm.\u0026amp;nbsp; We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Sr. Tax Associate I is primarily responsible for the preparation and delivery of income tax returns, tax projections and analysis for our clients. The Sr. Tax Associate I will have a passion for client service with experience in individual and entity tax preparation. The Sr. Tax Associate I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role benefits from a flexible work from home schedule. You will have the flexibility to work from home or in the office, and there will be periodic coordinated visits to the office to collaborate with the team.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare tax returns for high-net-worth individuals, trusts and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for clear \u0026amp;amp; concise communication with clients on all matters related to delivery of income tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform tax research\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with tax support staff to ensure timely workflow practices and data integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and initial preparation of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes, as well as communicate the effects of the law changes to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum of 1-3 years of public accounting experience, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Moderate tax code knowledge and general accounting skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtained or in the process of obtaining CPA and/or EA preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Master’s degree in Tax a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$80,750\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$95,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040037008,"name":"California","location":null,"child_ids":[4053500008,4040073008,4040074008,4040075008,4040076008,4040077008,4040078008,4040079008,4040080008,4040081008,4040082008,4040083008,4040084008],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5044608008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4392345008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5044608008,"updated_at":"2026-06-01T12:46:36-04:00","requisition_id":"469","title":"Senior Tax Director - East Coast  (Hybrid)","company_name":"Mercer Advisors","first_published":"2026-03-17T12:32:35-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Tax is the foundation of planning at Mercer Advisors. Our Team is a dedicated team of professionals who work in conjunction with our wealth advisors, and other in-house experts, to provide tax planning and compliance services to our clients.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Tax Director to join our Tax team to deliver tax planning strategies for our high-net-worth and ultra-high net worth (UHNW) clients. We are looking for someone who loves client service but does not enjoy the headaches of a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Director is primarily responsible for leading and deepening client relationships, reviewing and signing income tax returns, delivering tax projections and analysis for our UHNW clients. The Tax Director is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our wealth advisors and tax experts can focus exclusively on their clients. Our Tax Directors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of tax and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with UHNW clients to identify their tax goals, analyze their tax landscape and develop recommendations that help them work towards their tax and financial planning objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex tax solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate tax and financial planning solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review and sign individual, gift, trust, corporate and partnership tax returns for a UHNW clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income tax consequences.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for clear \u0026amp;amp; concise communication with clients on all matters related to the delivery of tax strategy and income tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and review of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with the advancement of technical knowledge and mentorship of less experienced tax team members\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 15+ years of public accounting experience, or equivalent tax experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced degree or designation required (e.g., CPA or JD, MS/LLM)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced tax code knowledge, application and accounting skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team player, collaborative and able to work in concert with others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client first attitude including a passion for providing an excellent client experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Location:\u0026lt;/strong\u0026gt; Hybrid (needs to be within 30 miles of an office because will be required to meet clients in offices from time-to-time),\u0026amp;nbsp;with a preference for West Coast or Mountain.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Remote\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$180,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$225,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5044611008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4392346008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5044611008,"updated_at":"2026-06-01T12:46:53-04:00","requisition_id":"470","title":"Senior Tax Director - West Coast (Hybrid)","company_name":"Mercer Advisors","first_published":"2026-03-17T12:33:13-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Tax is the foundation of planning at Mercer Advisors. Our Team is a dedicated team of professionals who work in conjunction with our wealth advisors, and other in-house experts, to provide tax planning and compliance services to our clients.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Tax Director to join our Tax team to deliver tax planning strategies for our high-net-worth and ultra-high net worth (UHNW) clients. We are looking for someone who loves client service but does not enjoy the headaches of a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Director is primarily responsible for leading and deepening client relationships, reviewing and signing income tax returns, delivering tax projections and analysis for our UHNW clients. The Tax Director is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our wealth advisors and tax experts can focus exclusively on their clients. Our Tax Directors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of tax and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with UHNW clients to identify their tax goals, analyze their tax landscape and develop recommendations that help them work towards their tax and financial planning objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex tax solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate tax and financial planning solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review and sign individual, gift, trust, corporate and partnership tax returns for a UHNW clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide insight on clients’ current entity structures, family businesses, corporate tax issues and philanthropic strategies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and analyze sophisticated models of wealth transfer and philanthropic strategies for clients, incorporating federal and state income tax consequences.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for clear \u0026amp;amp; concise communication with clients on all matters related to the delivery of tax strategy and income tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and review of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with the advancement of technical knowledge and mentorship of less experienced tax team members\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 15+ years of public accounting experience, or equivalent tax experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced degree or designation required (e.g., CPA or JD, MS/LLM)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced tax code knowledge, application and accounting skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team player, collaborative and able to work in concert with others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client first attitude including a passion for providing an excellent client experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Location:\u0026lt;/strong\u0026gt; Hybrid (needs to be within 30 miles of an office because will be required to meet clients in offices from time-to-time),\u0026amp;nbsp;with a preference for West Coast or Mountain.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot; data-teams=\u0026quot;true\u0026quot;\u0026gt;#LI-Remote\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$180,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$225,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5216738008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4473160008,"location":{"name":"Menlo Park; San Francisco; Walnut Creek"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5216738008,"updated_at":"2026-05-19T15:47:02-04:00","requisition_id":"745","title":"Senior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)","company_name":"Mercer Advisors","first_published":"2026-05-11T17:37:48-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities and Duties\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Education\u0026lt;/strong\u0026gt;:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Experience:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years of job-related experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;7+ years of experience working with UHNW clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Certifications/Licenses\u0026lt;/strong\u0026gt;:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:\u0026amp;nbsp; Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Skills \u0026amp;amp; Competencies\u0026lt;/strong\u0026gt;:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience utilizing financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Hybrid schedule with a combination of remote and office work in a professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a work station.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$170,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$210,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040081008,"name":"San Francisco","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5105758008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4420625008,"location":{"name":"Menlo Park; San Francisco; Walnut Creek"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5105758008,"updated_at":"2026-05-19T15:46:26-04:00","requisition_id":"530","title":"Senior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) ","company_name":"Mercer Advisors","first_published":"2026-02-02T15:20:31-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Regis UHNW Team:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and be part of this exciting journey as we shape the future of financial planning and wealth management.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities and Duties\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;15+ years of job-related experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:\u0026amp;nbsp; Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience utilizing financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Hybrid schedule with a combination of remote and office work in a professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a work station.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$170,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$210,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040081008,"name":"San Francisco","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5126655008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4431072008,"location":{"name":"New York, New York, United States"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5126655008,"updated_at":"2026-06-03T15:12:56-04:00","requisition_id":"585","title":"Senior Wealth Advisor, UHNW (New York)","company_name":"Mercer Advisors","first_published":"2026-02-23T12:09:47-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Regis UHNW Team:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and be part of this exciting journey as we shape the future of financial planning and wealth management.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Senior Wealth Advisor focuses on deepening relationships with an established base of ulta- high-net-worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities and Duties:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;15+ years of job-related experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:\u0026amp;nbsp; Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, insurance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience utilizing financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Hybrid schedule with a combination of remote and office work in a professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a work station.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$170,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$210,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040174008,"name":"New York - 767 Third","location":"New York, New York, United States","child_ids":[],"parent_id":4040060008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239670008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4484037008,"location":{"name":"Atlanta"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239670008,"updated_at":"2026-06-04T10:49:02-04:00","requisition_id":"821","title":"Service Operations Associate (Atlanta, GA)","company_name":"Mercer Advisors","first_published":"2026-06-03T10:42:51-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm’s service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Operational Execution\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Process client paperwork, forms, and documentation with accuracy and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain detailed records of all transactions and communications in the CRM and custodial platforms.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Custodial \u0026amp;amp; Platform Coordination\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay current on custodial procedures, platform updates, and regulatory requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure all operational activities meet compliance standards and internal controls.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Team Collaboration \u0026amp;amp; Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in team meetings and contribute to process improvement initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Quality Assurance \u0026amp;amp; Continuous Improvement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify and report operational inefficiencies or recurring issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in documenting and refining standard operating procedures (SOPs).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support training and onboarding of new team members as needed.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Career Path \u0026amp;amp; Growth:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table width=\u0026quot;628\u0026quot;\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;628\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, \u0026amp;amp; Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;628\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Education\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High School diploma with a Bachelor’s degree highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Experience\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Two to Four years of job related experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial services industry required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience working in an office environment with a customer service focus helpful\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Certifications:\u0026amp;nbsp;\u0026amp;nbsp; \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Notary designation a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Skills:\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communications skills a must\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Strong desire for continuous self-learning and professional growth\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$29\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$33 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040106008,"name":"Atlanta","location":null,"child_ids":[],"parent_id":4040043008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5239703008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4484051008,"location":{"name":"Morristown"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5239703008,"updated_at":"2026-06-03T19:08:50-04:00","requisition_id":"826","title":"Service Operations Associate (Morristown, NJ)","company_name":"Mercer Advisors","first_published":"2026-06-03T10:59:39-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm’s service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Operational Execution\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Process client paperwork, forms, and documentation with accuracy and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain detailed records of all transactions and communications in the CRM and custodial platforms.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Custodial \u0026amp;amp; Platform Coordination\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay current on custodial procedures, platform updates, and regulatory requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure all operational activities meet compliance standards and internal controls.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Team Collaboration \u0026amp;amp; Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in team meetings and contribute to process improvement initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Quality Assurance \u0026amp;amp; Continuous Improvement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify and report operational inefficiencies or recurring issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in documenting and refining standard operating procedures (SOPs).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support training and onboarding of new team members as needed.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Career Path \u0026amp;amp; Growth:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table width=\u0026quot;628\u0026quot;\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;628\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, \u0026amp;amp; Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;628\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Education\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High School diploma with a Bachelor’s degree highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Experience\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Two to Four years of job related experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial services industry required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience working in an office environment with a customer service focus helpful\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Certifications:\u0026amp;nbsp;\u0026amp;nbsp; \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Notary designation a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Skills:\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communications skills a must\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Strong desire for continuous self-learning and professional growth\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$29\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$33 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040133008,"name":"Morristown","location":null,"child_ids":[],"parent_id":4040057008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5229704008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4479350008,"location":{"name":"Minneapolis"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5229704008,"updated_at":"2026-06-01T13:05:57-04:00","requisition_id":"788","title":"Service Operations Associate, UHNW (Minneapolis/St. Paul, MN)","company_name":"Mercer Advisors","first_published":"2026-05-26T16:02:52-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand or $300 million, our family office model – which integrates financial planning, investment management, tax and estate planning, insurance, and more – was designed to help them not worry about money.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary operational lead and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and be part of this exciting journey as we shape the future of financial planning and wealth management.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm’s service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Operational Execution\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Process client paperwork, forms, and documentation with accuracy and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain detailed records of all transactions and communications in the CRM and custodial platforms.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Custodial \u0026amp;amp; Platform Coordination\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay current on custodial procedures, platform updates, and regulatory requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure all operational activities meet compliance standards and internal controls.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Team Collaboration \u0026amp;amp; Support\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in team meetings and contribute to process improvement initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Quality Assurance \u0026amp;amp; Continuous Improvement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify and report operational inefficiencies or recurring issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in documenting and refining standard operating procedures (SOPs).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support training and onboarding of new team members as needed.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Career Path \u0026amp;amp; Growth:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table width=\u0026quot;628\u0026quot;\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;628\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, \u0026amp;amp; Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;628\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Education\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High School diploma with a Bachelor’s degree highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Experience\u0026lt;/strong\u0026gt;:\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Two to Four years of job related experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial services industry required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience working in an office environment with a customer service focus helpful\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Certifications:\u0026amp;nbsp;\u0026amp;nbsp; \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Notary designation a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Skills:\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp;\u0026amp;nbsp; \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communications skills a must\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Strong desire for continuous self-learning and professional growth\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$32\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$38 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040124008,"name":"Minneapolis","location":null,"child_ids":[],"parent_id":4040051008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5216147008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4472856008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5216147008,"updated_at":"2026-06-01T12:54:14-04:00","requisition_id":"743","title":"Talent Acquisition Partner","company_name":"Mercer Advisors","first_published":"2026-05-12T17:45:17-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;As a Talent Acquisition Partner\u0026lt;strong\u0026gt;,\u0026lt;/strong\u0026gt; you will advise and work directly with hiring managers to provide full life cycle recruiting. You will be responsible for driving internal talent acquisition strategies through utilizing best practice initiatives and tactics to source, identify, attract and hire talent into the organization. You’ll successfully navigate Mercer’s matrixed organization and will recruit for many departments in the organization, which include Client Development, Wealth Management, Wealth Solutions (Tax, Estate Planning), Technology, and other corporate functions. This role requires a high level of agility, attention to detail, and ability to prioritize and plan work well for execution.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Functions for the Talent Acquisition Partner will include:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Source, select, screen, interview and evaluate potential candidates for various career opportunities through full life-cycle recruitment.\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Creatively source passive candidates while building a network of candidates for current and future opportunities through creative and strategic sourcing methods.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with hiring managers to drive recruitment strategy through proactive communication and consultative approach.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage recruiting knowledge, recruitment results, and competitive market intelligence to drive strategies and influence key internal stakeholders on recruitment activities and programs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with leaders of Talent Acquisition to drive Mercer Advisor’s talent strategy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide exceptional customer care and experience to candidates and internal partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with Vice President of Talent Acquisition to build and maintain temporary and contract agency negotiations, relationships, and scheduling when supplemental candidates are needed for recruitment success.\u0026amp;nbsp;\u0026amp;nbsp; Actively involved in screening Agency referrals with the decision to not forward to hiring manager based on HR/Recruiting knowledge and success.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Write, place, and maintain compelling job postings to communicate our unique and engaging work culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively work with Vice President of Talent Acquisition to provide timely updates on recruitment placements, barriers, and manager communications to mitigate recruiting barriers.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate and up-to-date recruitment and applicant files in the company’s applicant tracking system (Greenhouse).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to TA team with best practice recruitment and retention strategies to build a best-in-class employee workforce.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coach and mentor team members to support the growth of the TA team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create and execute on TA priorities \u0026amp;amp; projects (i.e., employee referral program)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Competencies: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong Business Acumen\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Delivers Results\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to influence stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong service mindset\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Keen attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fosters Collaboration and Teamwork\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal and written communication\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Education and Experience: \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;BA/BS highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years of fast-paced recruiting experience and successfully handling a variety of roles throughout the business; sourcing and networking skills required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience in RIA industry or financial services is strongly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience with recruiting systems – Greenhouse experience is highly valued\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to use good judgment, prioritize and plan work well, and execute deliberately.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Timely follow-through \u0026amp;amp; follow-up required.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must have the ability to maintain a strict level of confidentiality and required to exercise extreme discretion.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple tasks, show adaptability and meet deadlines while maintaining accuracy with a strong attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle sensitive and confidential issues objectively, along with a broad understanding of HR requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate exceptional verbal communication skills, including building rapport and conducting meaningful conversations both on the phone and in person.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional who exercises sound judgment and diplomacy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to operate both strategically and tactically in a high-energy, fast-paced environment; willingness to pitch in to help the team.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Location: This position is fully remote\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Monday through Friday, 8:00AM – 5:00PM\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt; \u0026amp;nbsp;Professional home office work environment, business hours with some early morning or late day calls and travel as required by the business, standing, and sitting. Ability to occasionally travel.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/25/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Remote\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$95,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047898008,"name":"People Team","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5206349008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4467850008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5206349008,"updated_at":"2026-06-01T12:51:46-04:00","requisition_id":"724","title":"Talent Developer I","company_name":"Mercer Advisors","first_published":"2026-04-30T15:37:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Develop the next generation of client service team members and finance professionals. We are seeking a Talent Developer I to deliver comprehensive training programs for new hires while actively engaging in elevating our client service and support. The primary focus of a National Client Service Team is to provide excellent follow-through and operational support to Wealth Management teams. As part of this team, you will play a critical part in ensuring new and tenured client service team members have the knowledge and skills they will require to succeed in their roles while providing excellent client service yourself. You will be a member of a dynamic team in a collaborative, training, and client focused environment. This will be an exciting role for a professional who is passionate about finance, educating others, and being on the cutting edge of change.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver engaging hands-on virtual workshops to train team members on financial services, day-to-day operations, and technical operational systems, tools, and platforms used in daily operations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support onboarding of new hires and ongoing professional initiatives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage diverse learning paces and styles through individual coaching to develop skills and professional growth in a productive training environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor progress and conduct skill assessments for new team members\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain up to date curriculum training materials including guides, presentations, and learning units\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for day-to-day operations support for Wealth Management Teams as part of the National Client Service Team, including but not limited to money movements, account maintenance requests, internal case entry and management, and managing client deposits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring all paperwork and procedures for client requests are completed and adhere to compliance and Custodian requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintaining data integrity across all systems and updating as necessary\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting various team members with complex requests and answering questions with elevated knowledge\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Actively participating in company initiatives, testing and pilot groups, and specialized workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the Wealth Management team, Custodians, and Orion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;558\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High School diploma with a bachelor’s degree highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;558\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;One to Three years of job-related experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Financial services industry required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience working in an office environment with a customer service focus helpful\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in training, teaching, or instruction role recommended\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Certifications:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;558\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;CFP or SIE certification a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Skills:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;558\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Apply strong communication and problem‑solving skills, with the ability to simplify concepts for clear understanding across diverse audiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enjoy collaborating and building positive relationships internally with co-workers and externally with clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communications skills a must\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong MS Word, Excel, and Outlook skills required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong desire for continuous self-learning and professional growth\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;Monday through Friday, 8:00 AM – 5:00 PM\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions\u0026lt;/strong\u0026gt;: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/25/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$30\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$35 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047905008,"name":"Wealth Management - Client Service","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5196146008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4463211008,"location":{"name":"Atlanta"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5196146008,"updated_at":"2026-05-27T12:01:46-04:00","requisition_id":"694","title":"Tax Associate (Atlanta, GA)","company_name":"Mercer Advisors","first_published":"2026-04-24T12:36:50-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare tax returns for high-net-worth individuals, trusts and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with tax support staff to ensure timely workflow practices and data integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and initial preparation of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtained or plan to obtain CPA or EA, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$80,750\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$95,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040106008,"name":"Atlanta","location":null,"child_ids":[],"parent_id":4040043008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5233111008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4480959008,"location":{"name":"Bend; Hybrid, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5233111008,"updated_at":"2026-05-29T12:55:07-04:00","requisition_id":"796","title":"Tax Associate (Bend, OR) ","company_name":"Mercer Advisors","first_published":"2026-05-28T16:54:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare tax returns for high-net-worth individuals, trusts and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with tax support staff to ensure timely workflow practices and data integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and initial preparation of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtained or plan to obtain CPA or EA, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$70,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$95,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040146008,"name":"Bend","location":null,"child_ids":[],"parent_id":4040063008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5233128008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4480966008,"location":{"name":"Schaumburg"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5233128008,"updated_at":"2026-06-01T13:07:10-04:00","requisition_id":"798","title":"Tax Associate (Chicago, IL)","company_name":"Mercer Advisors","first_published":"2026-05-28T16:57:11-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare tax returns for high-net-worth individuals, trusts and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with tax support staff to ensure timely workflow practices and data integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and initial preparation of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtained or plan to obtain CPA or EA, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$70,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$95,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040113008,"name":"Schaumburg","location":null,"child_ids":[],"parent_id":4040047008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5233093008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4480952008,"location":{"name":"Denver (HQ)"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5233093008,"updated_at":"2026-06-01T13:06:54-04:00","requisition_id":"795","title":"Tax Associate (Denver, CO)","company_name":"Mercer Advisors","first_published":"2026-05-28T16:53:27-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare tax returns for high-net-worth individuals, trusts and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with tax support staff to ensure timely workflow practices and data integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and initial preparation of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtained or plan to obtain CPA or EA, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 06/11/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$70,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$95,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040089008,"name":"Denver (HQ)","location":null,"child_ids":[],"parent_id":4040038008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5233137008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4480971008,"location":{"name":"LA Century City"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5233137008,"updated_at":"2026-05-28T16:58:34-04:00","requisition_id":"799","title":"Tax Associate (Los Angeles, CA)","company_name":"Mercer Advisors","first_published":"2026-05-28T16:58:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare tax returns for high-net-worth individuals, trusts and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with tax support staff to ensure timely workflow practices and data integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and initial preparation of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtained or plan to obtain CPA or EA, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$70,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$95,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040073008,"name":"LA Century City","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5233120008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4480963008,"location":{"name":"New Jersey; New York, New York, United States"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5233120008,"updated_at":"2026-05-28T16:56:01-04:00","requisition_id":"797","title":"Tax Associate - New Jersey and New York (Hybrid)","company_name":"Mercer Advisors","first_published":"2026-05-28T16:56:01-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare tax returns for high-net-worth individuals, trusts and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with tax support staff to ensure timely workflow practices and data integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and initial preparation of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtained or plan to obtain CPA or EA, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$70,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$95,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040057008,"name":"New Jersey","location":null,"child_ids":[4040132008,4040133008],"parent_id":null},{"id":4040060008,"name":"New York","location":null,"child_ids":[4040174008,4065291008,4040135008,4040136008],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5196137008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4463205008,"location":{"name":"Newport Beach"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5196137008,"updated_at":"2026-05-27T12:00:24-04:00","requisition_id":"691","title":"Tax Associate  (Newport Beach, CA)","company_name":"Mercer Advisors","first_published":"2026-04-24T12:24:25-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare tax returns for high-net-worth individuals, trusts and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with tax support staff to ensure timely workflow practices and data integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and initial preparation of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtained or plan to obtain CPA or EA, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$80,750\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$95,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040076008,"name":"Newport Beach","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5196149008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4463213008,"location":{"name":"New York, New York, United States"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5196149008,"updated_at":"2026-05-27T12:02:14-04:00","requisition_id":"695","title":"Tax Associate (New York, NY)","company_name":"Mercer Advisors","first_published":"2026-04-24T12:39:27-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare tax returns for high-net-worth individuals, trusts and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with tax support staff to ensure timely workflow practices and data integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and initial preparation of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtained or plan to obtain CPA or EA, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$80,750\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$95,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040060008,"name":"New York","location":null,"child_ids":[4040174008,4065291008,4040135008,4040136008],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5196141008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4463208008,"location":{"name":"San Francisco"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5196141008,"updated_at":"2026-05-27T12:01:13-04:00","requisition_id":"692","title":"Tax Associate  (San Francisco, CA)","company_name":"Mercer Advisors","first_published":"2026-04-24T12:31:31-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Tax Team at Mercer Advisors prides itself on a collaborative, fun, and supportive work environment. The Tax Team collaborates with our wealth management teams to provide tax compliance services to our high-net-worth clients. The Tax Team comprises of tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. We work directly with a wide variety of clients and tax matters.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections and analysis for our clients. The Tax Associate has a strong passion for client service and is eager to advance their knowledge in individual and entity tax preparation. The Tax Associate is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax preparation environment.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare tax returns for high-net-worth individuals, trusts and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with tax support staff to ensure timely workflow practices and data integrity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and initial preparation of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of tax preparation, preferably 1-3+ years of experience working in public accounting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Obtained or plan to obtain CPA or EA, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$80,750\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$95,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040081008,"name":"San Francisco","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5233061008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4480936008,"location":{"name":"Atlanta"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5233061008,"updated_at":"2026-05-28T16:50:55-04:00","requisition_id":"793","title":"Tax Manager (Atlanta, GA)","company_name":"Mercer Advisors","first_published":"2026-05-28T16:50:55-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm.\u0026amp;nbsp; We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager\u0026amp;nbsp; has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for clear \u0026amp;amp; concise communication with clients on all matters related to the delivery of income tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform tax research\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and review of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 5+ years of public accounting experience, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong tax code knowledge and general accounting skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CPA and/or EA required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Master’s degree in Tax a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$106,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$125,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040106008,"name":"Atlanta","location":null,"child_ids":[],"parent_id":4040043008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5233036008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4480924008,"location":{"name":"Schaumburg"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5233036008,"updated_at":"2026-06-01T13:06:38-04:00","requisition_id":"791","title":"Tax Manager (Chicago, IL)","company_name":"Mercer Advisors","first_published":"2026-05-28T16:47:12-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm.\u0026amp;nbsp; We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager\u0026amp;nbsp; has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for clear \u0026amp;amp; concise communication with clients on all matters related to the delivery of income tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform tax research\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and review of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 5+ years of public accounting experience, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong tax code knowledge and general accounting skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CPA and/or EA required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Master’s degree in Tax a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$106,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$125,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040113008,"name":"Schaumburg","location":null,"child_ids":[],"parent_id":4040047008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5196132008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4463202008,"location":{"name":"Denver (HQ)"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5196132008,"updated_at":"2026-06-01T13:02:58-04:00","requisition_id":"690","title":"Tax Manager (Denver, CO)","company_name":"Mercer Advisors","first_published":"2026-04-24T12:30:20-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm.\u0026amp;nbsp; We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager\u0026amp;nbsp; has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for clear \u0026amp;amp; concise communication with clients on all matters related to the delivery of income tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform tax research\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and review of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 5+ years of public accounting experience, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong tax code knowledge and general accounting skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CPA and/or EA required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Master’s degree in Tax a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$106,250\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$125,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040089008,"name":"Denver (HQ)","location":null,"child_ids":[],"parent_id":4040038008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5165643008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4449320008,"location":{"name":"Encino"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5165643008,"updated_at":"2026-05-27T12:02:53-04:00","requisition_id":"633","title":"Tax Manager (Encino, CA)","company_name":"Mercer Advisors","first_published":"2026-03-25T16:22:16-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm.\u0026amp;nbsp; We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager\u0026amp;nbsp; has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for clear \u0026amp;amp; concise communication with clients on all matters related to the delivery of income tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform tax research\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and review of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 5+ years of public accounting experience, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong tax code knowledge and general accounting skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CPA and/or EA required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Master’s degree in Tax a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$97,750\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$115,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4053500008,"name":"Encino","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5233048008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4480932008,"location":{"name":"Encino"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5233048008,"updated_at":"2026-05-28T16:49:42-04:00","requisition_id":"792","title":"Tax Manager (Encino, CA)","company_name":"Mercer Advisors","first_published":"2026-05-28T16:49:35-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm.\u0026amp;nbsp; We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager\u0026amp;nbsp; has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for clear \u0026amp;amp; concise communication with clients on all matters related to the delivery of income tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform tax research\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and review of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 5+ years of public accounting experience, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong tax code knowledge and general accounting skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CPA and/or EA required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Master’s degree in Tax a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$106,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$125,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4053500008,"name":"Encino","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5233067008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4480939008,"location":{"name":"LA Century City"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5233067008,"updated_at":"2026-05-28T16:51:44-04:00","requisition_id":"794","title":"Tax Manager (Los Angeles, CA)","company_name":"Mercer Advisors","first_published":"2026-05-28T16:51:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm.\u0026amp;nbsp; We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager\u0026amp;nbsp; has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for clear \u0026amp;amp; concise communication with clients on all matters related to the delivery of income tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform tax research\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and review of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 5+ years of public accounting experience, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong tax code knowledge and general accounting skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CPA and/or EA required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Master’s degree in Tax a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$106,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$125,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040073008,"name":"LA Century City","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5195893008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4463102008,"location":{"name":"San Francisco"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5195893008,"updated_at":"2026-05-27T11:57:46-04:00","requisition_id":"689","title":"Tax Manager (San Francisco, CA)","company_name":"Mercer Advisors","first_published":"2026-05-19T17:03:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm.\u0026amp;nbsp; We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager\u0026amp;nbsp; has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for clear \u0026amp;amp; concise communication with clients on all matters related to the delivery of income tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform tax research\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and review of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 5+ years of public accounting experience, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong tax code knowledge and general accounting skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CPA and/or EA required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Master’s degree in Tax a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$106,250\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$125,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040081008,"name":"San Francisco","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5138421008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4436387008,"location":{"name":"California; Encino; Newport Beach; San Francisco"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5138421008,"updated_at":"2026-05-27T11:58:56-04:00","requisition_id":"599","title":"Tax Manager - West Coast (Hybrid)","company_name":"Mercer Advisors","first_published":"2026-03-02T16:57:16-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Tax Manager I to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm.\u0026amp;nbsp; We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a member of the Tax Team, the Tax Manager I is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager I has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager I is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create quarterly estimates and projections.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for clear \u0026amp;amp; concise communication with clients on all matters related to the delivery of income tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform tax research\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with tax staff to respond to tax notices and review of correspondence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;All other duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum 5+ years of public accounting experience, or equivalent experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong tax code knowledge and general accounting skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CPA and/or EA required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Master’s degree in Tax a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and tax-oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to handle a large volume of activities at one time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to communicate concepts to clients and advisors in concise and understandable fashion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be detail-oriented and have excellent time-management skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$125,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040037008,"name":"California","location":null,"child_ids":[4053500008,4040073008,4040074008,4040075008,4040076008,4040077008,4040078008,4040079008,4040080008,4040081008,4040082008,4040083008,4040084008],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5233169008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4480983008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5233169008,"updated_at":"2026-06-01T12:55:00-04:00","requisition_id":"800","title":"Tax Support Specialist (Hybrid)","company_name":"Mercer Advisors","first_published":"2026-05-28T17:00:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As part of our holistic wealth management, Mercer Advisors’ in-house Income Tax team provides tax planning and preparation services to our HNW and UNHW clientele, including the completion of complex individual, small business, gift and trust income tax returns. The Tax Support Specialist will be a critical team member in support of the tax practitioner team ensuring the tax team delivers an exceptional client experience. This role requires flexibility, excellent verbal and written communication skills, attention to detail, and a willingness to help the team succeed. The Tax Support Specialist is resourceful, proactive and efficient while maintaining an approachable and professional presence to both internal teams and clients.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Go-to for client facing and non-client facing administrative tasks related to tax, including maintaining client tax documents, assist staff with workflow, assembling tax returns and electronic filing of returns.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable using various reports to assist with managing workflow and monitoring data integrity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide ongoing insight and suggestions for process improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with the tax practitioner team and Manager, Tax Operations to ensure timely correspondence with internal teams and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate with clients in a timely and professional manner, ensuring a high-quality client experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle client invoicing for services provided.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Shipping, scanning and assembling tax returns, and other client related documents.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with off-peak tax season projects to optimize team performance and the client experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other general administrative duties as needed.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High school diploma required; bachelor’s degree preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1+ years’ experience in an administrative or assistant role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience or willingness to work with dynamic professionals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Outstanding communication and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with MS Word, Excel, PowerPoint and Outlook\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent customer service skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Able to maintain confidentiality with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have a “can-do” positive attitude and enjoy being part of a team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to prioritize and multi-task in a busy environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Eager to become an expert in the position\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Location:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;This position can be anywhere in the US, but will need to be able to travel to the office located nearest them.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions: \u0026lt;/strong\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/8/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$26\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$33 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047911008,"name":"Wealth Solutions - Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5119205008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4427481008,"location":{"name":"Remote, USA"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Remote","value_type":"single_select"}],"id":5119205008,"updated_at":"2026-06-01T12:47:56-04:00","requisition_id":"548","title":"VP / Senior Director, Wealth Solutions Experience","company_name":"Mercer Advisors","first_published":"2026-02-23T12:07:42-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why this Role Exists\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At Mercer Advisors, Tax (a large portion of our Wealth Solutions offering) is a core pillar of our value proposition and one of the fastest-growing areas of our business, scaling from roughly 10,000 to 30,000+ returns and from 120 to 250+ team members over the coming years. The opportunity ahead is significant, and we are investing meaningfully to capture it, expanding and modernizing our tax platform to deliver a consistently exceptional experience at scale.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are building something differentiated. A Wealth Solutions organization where clients, advisors, and tax professionals are delighted by seamless delivery — where Tax is a fully embedded partner in the Mercer client experience rather than a discrete service. Where delivery feels effortless, partnership is real, and Tax is a reason clients choose and stay with Mercer Advisors. Beyond Tax, Wealth Solutions encompasses our Estate Planning, Insurance, and Trusts offering.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To lead this evolution, we\u0026#39;re seeking a bold, forward-thinking leader who can bring creativity, clarity, and rigor to how we work.\u0026amp;nbsp; This leader will shape both the operational and strategic dimensions of this transformation and is energized by the prospect of building something exceptional at scale.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The VP / Senior Director, Wealth Solutions Experience is a senior operational and strategic leader for the Tax business, working in close partnership with the Chief Solutions Officer and the EMP of Wealth Operations \u0026amp;amp; Experience. This leader owns end-to-end operational excellence and client experience while contributing meaningfully to business strategy, including growth planning, segment value propositions, and technology innovation. They will redesign processes, strengthen operating rhythms, and help drive the Tax AI and technology agenda. This is one of the most cross-functional and high-visibility roles in the organization, spanning Tax, Wealth Management, Client Service, Product/Technology, and Operations.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The work directly supports Mercer\u0026#39;s objectives to improve client experience, support client retention, and unlock productivity improvements for our tax teams. There is significant change management inherent in this role, and we are looking for both aptitude for partnership \u0026amp;amp; collaboration and intellectual strength. This leader will operate as a key connector across the enterprise — helping align Tax\u0026#39;s priorities with the broader organization and removing barriers to execution.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;1) Own the End-to-End Tax Experience (Client + Advisor)\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Define and execute a consistent, multi-channel Tax client experience and advisor experience, including onboarding, delivery, updates/communications, and “moments that matter.” \u0026amp;nbsp;This may be tailored for tax-only clients and / or clients with varying complexity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and operationalize VOC/VOF listening posts and convert insights into prioritized fixes and measurable improvements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create or refine playbooks (e.g., onboarding, handoffs, escalations, seasonal readiness) to provide an excellent client experience: timely, clear, and consistent.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;2) Drive Growth Strategy and Market Positioning\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner in the development of Tax\u0026#39;s value proposition for Ascend and Regis (HNW, UHNW) client segments — contributing the Tax lens to a collaborative effort with Tax leadership, the Head of Regis, and Wealth Management to define the offer, the differentiation, and the go-to-market narrative\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own the Tax growth strategy alongside the Head of Tax — synthesizing market trends, client feedback, competitive dynamics, and internal capacity to inform expansion decisions, pricing, and service design.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with leadership on inorganic growth opportunities, including the integration of acquired tax practices — ensuring new capabilities are onboarded in a way that preserves quality, maintains client experience standards, and accelerates scale\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;3) Drive Operating Leverage, Capacity, Efficiency \u0026amp;amp; Quality\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead process redesign to improve experience, quality, and throughput across tax workflows (quoting/routing, ongoing communication, intake, prep, review, delivery).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build an operating system for Tax that includes: capacity planning, work segmentation, load balancing, SLAs, and clear ownership\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reduce administrative burden on Tax managers and teams by simplifying workflows, clarifying roles, and implementing scalable support mechanisms\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;4) Operational Telemetry \u0026amp;amp; Business Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain operational telemetry (dashboards, KPIs, routines) to provide transparency into volume, cycle times, WIP, quality, and bottlenecks.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define, track, and report key outcomes such as experience, productivity, and adoption — and lead monthly/quarterly performance reviews with action plans.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;5)\u0026amp;nbsp; Tech Innovation, Enablement \u0026amp;amp; Cross-Functional Delivery\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drive unified client delivery among Wealth Solutions and Wealth Management by ensuring Wealth Solutions technology builds align to and integrate with broader organization.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Champion AI and automation innovation within Tax — identifying high-value use cases (e.g., AI-assisted prep, intelligent routing, client communication automation), piloting solutions, and scaling what works across the platform\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and own a Tax technology roadmap in partnership with Product/Technology that reflects both near-term operational needs and the long-term vision for an AI-augmented tax practice. Stay current on the evolving AI tooling landscape and bring informed build/buy/partner recommendations to leadership\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Technology/Product and Tax leadership on Tax tech stack initiatives (e.g., onboarding tooling, document sharing, workflow automation, Aspen-related enhancements) and ensure “operational readiness”\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate operational pain points into clear business requirements; drive change management, training enablement, and adoption across stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;6) Leadership \u0026amp;amp; Stakeholder Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate comfort and competence in the face of change management. Serve as a senior cross-functional leader who can align Tax, Wealth Management, Client Service, and Operations partners around priorities, sequencing, and accountable execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build strong relationships with Tax leaders, advisors, and client service teams; act as an escalation point for systemic issues and help remove blockers quickly.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Success Measures \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Improved tax client experience demonstrated by client and advisor satisfaction along with productivity metrics (returns / FTE).\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Reduced onboarding cycle time and fewer handoff failures / rework.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Increased tax team capacity and productivity via workflow segmentation and reduced admin burden.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Increased transparency through operational telemetry and operating rhythms.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Measurable adoption of process/technology enhancements across tax stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Progress against defined Tax growth strategy milestones, including activation of Ascend and Regis (UHNW) value propositions in partnership with relevant stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated impact from at least one AI or automation initiative — measured by productivity improvement, cost reduction, or client experience uplift\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10-15 years of progressive experience in business operations, strategy, or operational excellence within financial services or professional services — including a senior role as a COO, Chief of Staff or equivalent.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated success building, communicating, and executing business strategy, with a track record of owning cross-functional transformations, growth initiatives, and new capability builds from concept through delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable navigating senior stakeholder environments and communicating effectively — able to influence without authority and drive accountability across diverse teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical skillset: able to build and interpret operational metrics, diagnose constraints, and drive high-impact fixes across complex workflows.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to lead through ambiguity — sets direction, builds teams, and delivers results without a fully-formed playbook.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of AI and automation as applied to professional services — not necessarily a technologist, but able to engage credibly with Product and Engineering and drive an innovation agenda\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with VOC programs, journey mapping, and experience measurement frameworks\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$175,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$210,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047907008,"name":"Wealth Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4040932008,"name":"Remote, USA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5155197008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4444258008,"location":{"name":"Connecticut; New York"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5155197008,"updated_at":"2026-06-01T13:01:33-04:00","requisition_id":"621","title":"Wealth Advisor (Connecticut \u0026 New York) ","company_name":"Mercer Advisors","first_published":"2026-03-17T15:09:54-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities and Duties\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:\u0026amp;nbsp; Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience utilizing financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Hybrid schedule with a combination of remote and office work in a professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a workstation.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040039008,"name":"Connecticut","location":null,"child_ids":[4040093008,4040094008,4040095008,4040096008],"parent_id":null},{"id":4040060008,"name":"New York","location":null,"child_ids":[4040174008,4065291008,4040135008,4040136008],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5222719008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4475910008,"location":{"name":"Atlanta"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5222719008,"updated_at":"2026-05-26T16:59:58-04:00","requisition_id":"766","title":"Wealth Advisor, Guided Investing (Atlanta, GA)","company_name":"Mercer Advisors","first_published":"2026-05-18T16:51:23-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Advisor, Guided Investing, focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with affluent clients identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;At least 3 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience are preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040106008,"name":"Atlanta","location":null,"child_ids":[],"parent_id":4040043008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5222704008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4475904008,"location":{"name":"Denver (HQ)"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5222704008,"updated_at":"2026-06-01T13:04:27-04:00","requisition_id":"764","title":"Wealth Advisor, Guided Investing (Denver, CO)","company_name":"Mercer Advisors","first_published":"2026-05-18T17:15:48-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Advisor, Guided Investing, focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with affluent clients identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;At least 3 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience are preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Application Deadline\u0026lt;/strong\u0026gt;: The initial deadline for applications is 6/2/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040089008,"name":"Denver (HQ)","location":null,"child_ids":[],"parent_id":4040038008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5222714008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4475908008,"location":{"name":"San Diego"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5222714008,"updated_at":"2026-05-26T16:58:15-04:00","requisition_id":"765","title":"Wealth Advisor, Guided Investing (San Diego, CA)","company_name":"Mercer Advisors","first_published":"2026-05-20T10:58:41-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Advisor, Guided Investing, focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for this role include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with affluent clients identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Knowledge, Skills, and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;At least 3 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience are preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. \u0026amp;nbsp;At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.\u0026amp;nbsp;\u0026amp;nbsp; \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;623\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions.\u0026amp;nbsp; Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements.\u0026amp;nbsp; Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040080008,"name":"San Diego","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5209425008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4469352008,"location":{"name":"Houston"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5209425008,"updated_at":"2026-05-11T16:38:15-04:00","requisition_id":"731","title":"Wealth Advisor (Houston, TX)","company_name":"Mercer Advisors","first_published":"2026-05-05T11:57:19-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for the Wealth Advisor will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting the team\u0026#39;s Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Managing client communications and follow-up with clients’ other advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attending company workshops or lectures and speak to groups of potential clients when called upon\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implementing company policies and procedure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Five to twenty-five years of job-related experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Certifications:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Skills:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continually seeks to enhance job knowledge, learn quickly and efficiently\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be a humble, entrepreneurial, hardworking team player with a positive “can do” attitude\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical and analytical training and experience in financial planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work without close supervision managing and prioritizing deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be highly flexible and confidential with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Competencies:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table width=\u0026quot;696\u0026quot;\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;696\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Business \u0026amp;amp; Technological Knowledge\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Industry Experience\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Economic Landscape\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Business Ops - CSU\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Strong working/core understanding of CSU Operations\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;SO\u0026#39;s - FWS\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Can generate and review performance reports and present recommendations to client relationship manager\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;SO’s - FP\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Advanced knowledge of financial planning concepts and Firm\u0026#39;s services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Wealth Management\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Core Tech/Platforms\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Compliance\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;696\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;INTERPERSONAL EFFECTIVENESS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Teamwork \u0026amp;amp; Collaboration\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Role model for cross-Firm teamwork and collaboration\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Work Environment\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Role model for contributing to a positive work environment\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Balancing Priorities\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Balances competing priorities and manages time pressures with composure\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Trustworthiness\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Professional Presence\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Communications\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Presents oral and written communications in a concise and well-organized form\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;696\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;CLIENT FOCUS \u0026amp;amp; ACCOUNTABILITY\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Client Service\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Resource Coordination\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Begins to establish internal resource channels needed to deliver high quality work on a timely basis\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Growth Mindset\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Quality\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Takes responsibility for ensuring work quality\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;696\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;LEADERSHIP\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Guiding Principles\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Consistently demonstrates full commitment to Firm vision and values\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Talent Development \u0026amp;amp; Team Leadership\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing.\u0026amp;nbsp; Seeks new leadership opportunities.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Innovation \u0026amp;amp; Change Management\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Identifies opportunities for improvement and proposes solutions\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Firm-building\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Represents the Firm in a professional manner\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Driving Results\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Partners with others to support achievement of KPI goals\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040156008,"name":"Houston","location":null,"child_ids":[],"parent_id":4040066008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5234249008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4481486008,"location":{"name":"New York, New York, United States"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5234249008,"updated_at":"2026-05-28T16:45:08-04:00","requisition_id":"804","title":"Wealth Advisor (New York, NY)","company_name":"Mercer Advisors","first_published":"2026-05-28T16:45:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for the Wealth Advisor will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting the team\u0026#39;s Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Managing client communications and follow-up with clients’ other advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attending company workshops or lectures and speak to groups of potential clients when called upon\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implementing company policies and procedure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Five to twenty-five years of job-related experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Certifications:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Skills:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continually seeks to enhance job knowledge, learn quickly and efficiently\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be a humble, entrepreneurial, hardworking team player with a positive “can do” attitude\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical and analytical training and experience in financial planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work without close supervision managing and prioritizing deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be highly flexible and confidential with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Competencies:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table width=\u0026quot;696\u0026quot;\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;696\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Business \u0026amp;amp; Technological Knowledge\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Industry Experience\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Economic Landscape\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Business Ops - CSU\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Strong working/core understanding of CSU Operations\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;SO\u0026#39;s - FWS\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Can generate and review performance reports and present recommendations to client relationship manager\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;SO’s - FP\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Advanced knowledge of financial planning concepts and Firm\u0026#39;s services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Wealth Management\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Strong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment opportunities\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Core Tech/Platforms\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Expert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce, Docusign)\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Compliance\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;696\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;INTERPERSONAL EFFECTIVENESS\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Teamwork \u0026amp;amp; Collaboration\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Role model for cross-Firm teamwork and collaboration\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Work Environment\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Role model for contributing to a positive work environment\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Balancing Priorities\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Balances competing priorities and manages time pressures with composure\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Trustworthiness\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Instills trust across the Firm as someone who can be counted on for honesty, integrity, and reliability\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Professional Presence\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;If needed, can facilitate aspects of client, team meetings and internal trainings; participates appropriately in business/social functions\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Communications\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Presents oral and written communications in a concise and well-organized form\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;696\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;CLIENT FOCUS \u0026amp;amp; ACCOUNTABILITY\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Client Service\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Wealth Advisors\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Resource Coordination\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Begins to establish internal resource channels needed to deliver high quality work on a timely basis\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Growth Mindset\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Can play a supporting role in business development activity/activities; beginning to build a network of business contacts in the market\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Quality\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Takes responsibility for ensuring work quality\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;696\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;LEADERSHIP\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Guiding Principles\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Consistently demonstrates full commitment to Firm vision and values\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Talent Development \u0026amp;amp; Team Leadership\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Formally involved in training, coaching, and mentoring more junior employees; leads planners in the production of client deliverables; ensures that planners are developing.\u0026amp;nbsp; Seeks new leadership opportunities.\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Innovation \u0026amp;amp; Change Management\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Identifies opportunities for improvement and proposes solutions\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Firm-building\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Represents the Firm in a professional manner\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;186\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Driving Results\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;510\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Partners with others to support achievement of KPI goals\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040174008,"name":"New York - 767 Third","location":"New York, New York, United States","child_ids":[],"parent_id":4040060008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5204868008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4467156008,"location":{"name":"Oklahoma"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5204868008,"updated_at":"2026-05-11T17:33:51-04:00","requisition_id":"715","title":"Wealth Advisor (Oklahoma City) ","company_name":"Mercer Advisors","first_published":"2026-05-11T17:33:51-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities and Duties\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:\u0026amp;nbsp; Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience utilizing financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Hybrid schedule with a combination of remote and office work in a professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a workstation.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.\u0026amp;nbsp; This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt; Base Pay Range \u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040062008,"name":"Oklahoma","location":null,"child_ids":[4040144008,4040145008],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5124550008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4430058008,"location":{"name":"Dallas - Park Cities; Plano"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5124550008,"updated_at":"2026-05-11T16:38:15-04:00","requisition_id":"564","title":"Wealth Advisor (Plano, TX)","company_name":"Mercer Advisors","first_published":"2026-02-20T08:28:14-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for the Wealth Advisor will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting the team\u0026#39;s Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Managing client communications and follow-up with clients’ other advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attending company workshops or lectures and speak to groups of potential clients when called upon\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implementing company policies and procedure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Five to twenty-five years of job-related experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Certifications:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Skills:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continually seeks to enhance job knowledge, learn quickly and efficiently\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be a humble, entrepreneurial, hardworking team player with a positive “can do” attitude\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical and analytical training and experience in financial planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work without close supervision managing and prioritizing deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be highly flexible and confidential with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040155008,"name":"Dallas - Park Cities","location":null,"child_ids":[],"parent_id":4040066008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5209402008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4469339008,"location":{"name":"Radnor"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5209402008,"updated_at":"2026-05-11T16:38:15-04:00","requisition_id":"729","title":"Wealth Advisor (Radnor, PA) ","company_name":"Mercer Advisors","first_published":"2026-05-05T11:58:51-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities and Duties\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:\u0026amp;nbsp; Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience utilizing financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Hybrid schedule with a combination of remote and office work in a professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a workstation.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040151008,"name":"Radnor","location":null,"child_ids":[],"parent_id":4040064008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5222736008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4475922008,"location":{"name":"Menlo Park; San Francisco; Walnut Creek"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5222736008,"updated_at":"2026-05-19T15:48:26-04:00","requisition_id":"768","title":"Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) ","company_name":"Mercer Advisors","first_published":"2026-05-18T17:22:26-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities and Duties\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:\u0026amp;nbsp; Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience utilizing financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Hybrid schedule with a combination of remote and office work in a professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a workstation.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040081008,"name":"San Francisco","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5165991008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4449504008,"location":{"name":"Menlo Park; San Francisco; Walnut Creek"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5165991008,"updated_at":"2026-05-19T15:47:45-04:00","requisition_id":"637","title":"Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) ","company_name":"Mercer Advisors","first_published":"2026-03-27T15:30:27-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities and Duties\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:\u0026amp;nbsp; Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience utilizing financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Hybrid schedule with a combination of remote and office work in a professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a workstation.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040083008,"name":"Walnut Creek","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5222752008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4475929008,"location":{"name":"Santa Barbara"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5222752008,"updated_at":"2026-05-18T17:00:56-04:00","requisition_id":"771","title":"Wealth Advisor (Santa Barbara, CA)","company_name":"Mercer Advisors","first_published":"2026-05-18T17:00:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for the Wealth Advisor will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting the team\u0026#39;s Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Managing client communications and follow-up with clients’ other advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attending company workshops or lectures and speak to groups of potential clients when called upon\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implementing company policies and procedure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Five to twenty-five years of job-related experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Certifications:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Skills:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continually seeks to enhance job knowledge, learn quickly and efficiently\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be a humble, entrepreneurial, hardworking team player with a positive “can do” attitude\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical and analytical training and experience in financial planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work without close supervision managing and prioritizing deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be highly flexible and confidential with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040079008,"name":"Santa Barbara","location":null,"child_ids":[],"parent_id":4040037008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5177145008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4454677008,"location":{"name":"Scottsdale"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5177145008,"updated_at":"2026-05-11T16:38:15-04:00","requisition_id":"650","title":"Wealth Advisor (Scottsdale, AZ)","company_name":"Mercer Advisors","first_published":"2026-04-09T15:06:16-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities and Duties\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:\u0026amp;nbsp; Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience utilizing financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Hybrid schedule with a combination of remote and office work in a professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a workstation.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040071008,"name":"Scottsdale","location":null,"child_ids":[],"parent_id":4040036008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5219399008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4474408008,"location":{"name":"Chesterfield"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5219399008,"updated_at":"2026-05-13T15:32:48-04:00","requisition_id":"748","title":"Wealth Advisor (St. Louis, MO) ","company_name":"Mercer Advisors","first_published":"2026-05-13T15:32:48-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities and Duties\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:\u0026amp;nbsp; Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience utilizing financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Hybrid schedule with a combination of remote and office work in a professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a workstation.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040127008,"name":"Chesterfield","location":null,"child_ids":[],"parent_id":4040052008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5222727008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4475917008,"location":{"name":"Morristown"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5222727008,"updated_at":"2026-06-01T13:04:47-04:00","requisition_id":"767","title":"Wealth Advisor, UHNW (Morristown, NJ) ","company_name":"Mercer Advisors","first_published":"2026-05-18T17:03:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $300 thousand or $300 million, our family office model – which integrates financial planning, investment management, tax and estate planning, insurance, and more – was designed to help them not worry about money.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and be part of this exciting journey as we shape the future of financial planning and wealth management.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client\u0026#39;s unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities and Duties\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensures adherence to compliance and regulatory policies as well as company standards of client care\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Acts as a fiduciary, placing client interests and outcomes first\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Certifications/Licenses:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:\u0026amp;nbsp; Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Skills \u0026amp;amp; Competencies:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the industry, financial products, and financial planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience utilizing financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert at collaboration and willing to help others\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales aptitude and experience is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive understanding of compliance requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 20% as required for client meetings, company training, etc.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Hybrid schedule with a combination of remote and office work in a professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a workstation.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040133008,"name":"Morristown","location":null,"child_ids":[],"parent_id":4040057008}]},{"absolute_url":"https://job-boards.greenhouse.io/merceradvisors/jobs/5184303008","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4457667008,"location":{"name":"Connecticut; Woodbridge"},"metadata":[{"id":7254992008,"name":"Job Location Type","value":"Hybrid","value_type":"single_select"}],"id":5184303008,"updated_at":"2026-06-01T13:02:21-04:00","requisition_id":"666","title":"Wealth Advisor (Woodbridge, CT)","company_name":"Mercer Advisors","first_published":"2026-04-13T15:48:01-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Work at Mercer Advisors?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Join us and help families amplify and simplify their financial lives with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1\u0026amp;amp;\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Essential Job Functions for the Wealth Advisor will include:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Functioning as the primary trusted advisor to a book of 150-250 Wealth Path clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring retention of the firm’s clients and bringing in additional assets from existing clients to move clients from Wealth Path into Custom Wealth\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Successful onboarding or transitioning of 10-50 new clients a year to obtain a client book size of 250 clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting the team\u0026#39;s Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Managing client communications and follow-up with clients’ other advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensuring adherence to company standards of client care, 1 annual meeting, referrals and retention\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attending company workshops or lectures and speak to groups of potential clients when called upon\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Implementing company policies and procedure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other duties as needed\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Required Knowledge, Skills and Abilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;table\u0026gt;\n\u0026lt;tbody\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Education:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Experience:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Five to twenty-five years of job-related experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Certifications:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Specialized expertise preferred but not mandatory. Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;tr\u0026gt;\n\u0026lt;td width=\u0026quot;96\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Job Skills:\u0026lt;/p\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;td width=\u0026quot;528\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Has achieved core knowledge of job skills; may spend 50% or more time on Financial Planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent Client Focus and client-oriented position, but sales aptitude and experience is also highly desired\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Continually seeks to enhance job knowledge, learn quickly and efficiently\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be a humble, entrepreneurial, hardworking team player with a positive “can do” attitude\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical and analytical training and experience in financial planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work without close supervision managing and prioritizing deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be highly flexible and confidential with all matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed for role\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/td\u0026gt;\n\u0026lt;/tr\u0026gt;\n\u0026lt;/tbody\u0026gt;\n\u0026lt;/table\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Work Schedule: \u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;Business hours Monday through Friday.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Working Conditions:\u0026amp;nbsp; \u0026lt;/strong\u0026gt;Professional office environment.\u0026amp;nbsp; Working inside.\u0026amp;nbsp; Standing and sitting.\u0026amp;nbsp; Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(236, 240, 241);\u0026quot;\u0026gt;#LI-Hybrid\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;description\u0026quot;\u0026gt;\u0026lt;p\u0026gt;The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position may also be eligible for a comprehensive benefits package, which includes:\u0026lt;/p\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;Medical, dental, and vision coverage\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short- and long-term disability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Additional benefits designed to support your health and financial well-being\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;Base Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$85,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$145,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Mercer Advisors offers a competitive and robust benefit package to our employees.\u0026amp;nbsp;\u0026amp;nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Basic Life \u0026amp;amp; AD\u0026amp;amp;D Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Short-Term and Long-Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supplemental Life \u0026amp;amp; AD\u0026amp;amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Kaiser Medical plans available in California\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Two comprehensive Dental Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Vision Insurance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Dependent Care Savings Account for child and dependent care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;14 Company Paid Holidays including a full week off at Thanksgiving.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generous paid time off program for vacation and sick days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Employee Assistance Plan\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Family Medical Leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Parental Leave (8 weeks)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adoption Assistance Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pet Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you need an accommodation during the application or hiring process, please email\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:PeopleTeam@merceradvisors.com\u0026quot;\u0026gt;PeopleTeam@merceradvisors.com\u0026lt;/a\u0026gt;. \u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;This inbox is for accommodation requests only.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our\u0026amp;nbsp;\u0026lt;strong\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/applicant-notices-employment-rights/\u0026quot;\u0026gt;Applicant Notices and Employment Rights\u0026lt;/a\u0026gt;\u0026lt;/strong\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;If you are a resident of California, learn more about Mercer\u0026#39;s California Consumer Privacy Policy\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/ccpa/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;br\u0026gt;\u0026lt;a href=\u0026quot;https://www.merceradvisors.com/notice-at-collection/\u0026quot;\u0026gt;CCPA Notice at Collection\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4047904008,"name":"Wealth Management","child_ids":[],"parent_id":null}],"offices":[{"id":4040039008,"name":"Connecticut","location":null,"child_ids":[4040093008,4040094008,4040095008,4040096008],"parent_id":null},{"id":4040096008,"name":"Woodbridge","location":null,"child_ids":[],"parent_id":4040039008}]}],"meta":{"total":119}}