Jobs at Mercer Advisors

The Wealth Advisor enhances client relationships and drives business growth by providing tailored financial solutions, ensuring compliance, and acting as a fiduciary.

Serve as primary advisor for 150-250 Wealth Path clients, onboard/transition new clients, support regional leadership as SME across investments, tax, estate, insurance and financial planning, present planning modules, manage client communications, meet retention and referral goals, and travel for client meetings and trainings.

The Wealth Advisor builds client relationships and provides comprehensive financial solutions, including planning, investments, and compliance, while acting as a fiduciary.

The Wealth Advisor functions as a primary advisor for clients, ensuring retention and onboarding, supporting financial planning, managing communications, and delivering presentations while working under management oversight.

Client-facing role ensuring consistent delivery of wealth management service standards. Partner with Wealth Advisors to manage workflows, client touchpoints, and practice operations; track satisfaction and retention metrics; resolve client issues; support business development and onboarding; and identify opportunities to deepen client relationships.

Prepare and deliver income tax returns, projections, and analyses for high-net-worth individuals, trusts, and businesses. Communicate with clients, perform tax research, respond to notices, coordinate tax support staff, and stay current on tax law. Support wealth advisors and ensure timely, accurate tax services.

The Director, Targeted Acquisition leads the AI-driven marketing program, focusing on strategy, campaign execution, and enhancing client engagement through targeted outreach.

Lead the firm's annuity business as product owner: define strategy, manage product lifecycle and carrier relationships, drive advisor adoption, coordinate cross-functional integration, oversee due diligence and governance, develop advisor guidance, and optimize operational efficiency to grow annuity assets, revenue, and retirement income solution adoption.

Lead Mercer Advisors' tax-to-wealth growth strategy, building scalable playbooks, marketing and enablement programs, and opportunity management processes to convert tax-only clients to comprehensive wealth management clients. Drive integration and activation of acquired tax practices, partner with Client Development and market leaders on pipeline, forecasting, and conversion, and own performance measurement, executive reporting, and program governance to grow revenue and AUM.

Support advisors by preparing, updating, delivering, and implementing comprehensive financial plans using eMoney and portfolio tools. Perform portfolio and tax analysis, co-present planning recommendations, mentor junior planners, and improve processes to enhance client experience and retention. Collaborate across teams and provide both supervised and unsupervised financial planning advice.

Serve as a client-facing Relationship Manager I supporting Wealth Advisors by ensuring consistent service delivery, managing client workflows and touchpoints, resolving issues, tracking satisfaction and KPIs, supporting client retention and growth, and collaborating across planning, operations, and compliance to execute the advisory teams service model.

The Director of Financial Planning leads financial planning efforts for UHNW clients, overseeing a team, implementing processes, and enhancing client service efficiency.

Advise and deepen relationships with affluent clients by developing comprehensive financial plans, recommending investment and tax/estate solutions, coordinating with in-house experts, ensuring compliance, and growing the practice through referrals. Travel up to 20% and work hybrid in a professional office environment.

Build and maintain relationships with prospective wealth management clients via Zoom, phone, and in person; present tailored investment and financial planning solutions; own and convert the sales pipeline from prospecting to close; collaborate across Mercer resources; act as a self-motivated leader and pursue growth opportunities. Flexibility to travel and proficiency with CRM and office tools required.

Serve as lead tax advisor for ultra-high-net-worth (UHNW) families, develop multi-year tax strategies, oversee tax compliance and controversy matters, manage and grow a team and client book, coordinate with other advisors, and support business development for Mercers Regis family office offering.

Lead tax advisor for ultra-high-net-worth families, developing multi-year tax strategies, overseeing compliance and controversy matters, managing and mentoring a UHNW-focused tax team, coordinating with estate, investment, and outside advisors, and supporting new client development for complex family office engagements.

Full life-cycle recruiter partnering with hiring managers across Wealth Management, Technology, and corporate functions. Source, screen, interview, and evaluate candidates; manage ATS (Greenhouse); coach TA team; negotiate agency relationships; create job postings; track recruitment metrics; and drive talent acquisition strategy and candidate experience.

Lead a team of 13 financial planners producing prospect financial plans to drive new client acquisition. Manage capacity, workflow, KPIs, financial modeling, and reporting. Hire, train, mentor staff, implement process improvements and automation, collaborate with senior stakeholders, and serve as an individual CFP practitioner contributing to proposals and strategy.

Lead and manage a team of Portfolio Consultants to deliver investment management and concierge service to Wealth Advisor teams. Drive process improvements, resource allocation, workflow management, investment strategy communication, trade oversight, and mentor staff to ensure accuracy, efficiency, and KPI achievement.

The Tax Manager leads client relationships, prepares and reviews tax returns for high-net-worth clients, conducts tax research, and mentors junior tax staff, ensuring excellent client communication and compliance with tax laws.