Mercer Advisors Jobs in United States

+As a National Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization by ensuring the continuity of service excellence during temporary periods of WMT coverage fluctuation. · +Responsible for day-to-day o ...

The Regional Vice President is responsible for growing our RIA referral platform. · ...

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country... ...

Job summary: The Senior Financial Planner I role involves working with the Financial Planning Group to create customized financial plans for clients. The job requires being detailed and structured in planning processes. Key responsibilities include supporting advisors through all ...

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. · Mercer Advisors offers a distinct work environment that stands out in the financial industry. · The Partner, Market Leader is a player/coach who acts as a senior weal ...

At Mercer Advisors we know that the first steps in a client's journey are critical to building a lasting relationship. The Client Development Associate plays a key role in guiding new clients from initial agreement to becoming an official client ensuring their onboarding experien ...

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.Functioning as the primary ...

Job Description: · A financial services firm seeks an experienced Senior Wealth Advisor to lead a team of professionals. · Mentor and guide Wealth Advisors · ...

Client Service Specialist Role · This position plays a vital role in servicing high-net-worth clients by providing operational support to the Wealth Management team. · Responsibilities include answering client calls and emails, scheduling appointments, gathering client data for o ...

+Job summary: · The Manager, Client Service works collaboratively with the Director, · + ...

We are looking for a Sr. 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 and ultra-high-net-worth clients. ...

+Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. · +Company Paid Basic Life & AD&D Insurance · Company Paid Short-Term and Long-Term Disability Insurance · ...

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the c ...

We are seeking a Regional Vice President to build relationships with clients and help them find a wealth management solution for their needs. · Bachelor's degree preferred or equivalent experience. · 5+ years of successful sales experience in financial services · ...

The Regional Vice President – Endowments & Foundations (Community) will drive new business to the firm through strong relationships with strategic partners businesses organizations endowments foundations. · ...

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients.You will be a member of a dynamic team in a collaborative, client-focus ...

We're excited to share this role supporting Mercer's high‑value prospect client development program. · The Director of Client Development, Ascend orchestrates agile, rapid‑response teams that deliver a bespoke, · concierge‑style experience for high-net-worth opportunities.5 – 10 ...

The Manager Estate Planning Service works in a team-centric environment to support the assistants and other Estate Planning group staff with high volume client interaction. The Manager must be organized and enjoy the challenges of contributing to a fast-paced legal team. · ...

The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. · The Client Service Specialist will have a direct impact on the clien ...

The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. · Work with our other in-house specialists in investments, tax, estate planning, and insurance sol ...