Mercer Advisors

HQ
Denver
Total Offices: 28
608 Total Employees
Year Founded: 1985

Mercer Advisors Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers accidental death & dismemberment insurance

Offers disability insurance

Offers supplemental life insurance

Offers company equity

Offers employee discounts

Offers performance bonuses

Offers dental insurance

Offers vision insurance

Offers health insurance

Offers Health Savings Account (HSA)

Provides family medical leave

Offers generous parental leave

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid sick days

Provides paid holidays

Provides bereavement leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Company Culture

Offers a remote work program

Provides a mobile phone discount

Financial Services
Manages senior financial planning activities, including comprehensive client plans, portfolio and tax analysis, advisor collaboration, client presentations, and implementation support. Supervises, mentors, and reviews financial planners while improving procedures, meeting timelines, maintaining quality standards, and supporting client retention and referrals. Uses eMoney, Orion, Morningstar, Holistiplan, Salesforce, and Microsoft Office tools. Requires CFP certification or S65 with an approved advanced credential, and travel up to 20%.
2 Hours AgoSaved
Remote
USA
Financial Services
Provides legal guidance on mergers and acquisitions, contract negotiations, corporate governance, and related matters. Responsibilities include drafting and negotiating agreements, conducting M&A due diligence, advising on legal and regulatory issues, collaborating with business partners, overseeing outside counsel, and monitoring legal developments. The role requires a law degree, bar licensure, and at least four years of legal experience, with M&A expertise required and financial services or securities law experience preferred.
10 Hours AgoSaved
Remote
USA
Financial Services
Develops and manages sales enablement content, playbooks, communications, training, and rollout programs for a distributed field sales organization. Tracks content and sales-tool adoption, coordinates launch readiness, gathers field feedback, supports tooling strategy, and reports on enablement metrics. Partners with program leaders and regional vice presidents to improve team alignment, engagement, and performance.