Jobs at Mercer Advisors

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.

Prepare comprehensive personal financial plans covering investments, retirement, Social Security, education funding, estate planning, taxes, insurance, and risk management. Analyze client documents and data using financial planning software, Excel, CRM, and portfolio tools. Collaborate with advisors, sales teams, and internal specialists to develop tailored recommendations, maintain accuracy, support client delivery, and improve workflows. This entry-level role requires CFP coursework, strong analytical and organizational skills, and client confidentiality.

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.

Supports Regional Vice Presidents by maintaining Salesforce data, managing pipelines, coordinating advisor routing and proposal requests, handling sales communications, protecting speed-to-lead, supporting events, and organizing prospect information for onboarding. The role improves sales execution, responsiveness, conversion, and operational efficiency in a high-volume financial services environment.

Prepare, update, deliver, and implement comprehensive financial plans for clients using eMoney and related planning tools. Support advisor teams with portfolio, tax, retirement, Social Security, and wealth-transfer analysis. Partner across teams to deliver accurate client recommendations, co-present planning concepts, manage client relationships, and support referrals and retention. Mentor financial planning staff and improve procedures, efficiency, and client experiences while managing multiple priorities and deadlines.

Build relationships with prospective wealth management clients, understand their financial needs, present tailored Mercer Advisors solutions, and manage the complete sales pipeline. The role drives sales momentum, nurtures prospects, delivers a strong client experience, and collaborates across the organization. It requires financial services sales expertise, investment management knowledge, appropriate securities licensing, CRM proficiency, organizational skills, and flexibility to travel.

The Wealth Advisor manages relationships with affluent clients, identifies financial goals, analyzes their financial situations, and develops comprehensive recommendations covering investments, tax, estate planning, and insurance. The role focuses on client retention, fiduciary service, regulatory compliance, portfolio analysis, and communicating complex financial solutions. Advisors collaborate with internal specialists and may support practice growth through referrals. The position requires hybrid work and up to 20% travel for client meetings and training.

Advises affluent clients on financial planning, investments, tax, estate planning, insurance, and portfolio strategies. Builds and retains long-term client relationships, identifies financial goals, develops tailored recommendations, explains complex solutions, ensures regulatory compliance, and acts as a fiduciary. The role also supports organic practice growth through referrals and requires collaboration with internal specialists and travel up to 20%.

Manages client service delivery within a wealth management team, partnering with advisors to oversee workflows, client follow-up, satisfaction metrics, retention, onboarding, and relationship growth. Resolves service issues, coordinates with internal departments, supports practice management, and identifies opportunities to deepen client relationships. The role requires strong communication, organization, problem-solving, CRM and workflow-tool proficiency, and the ability to influence and collaborate across teams.

Manages Content team workflows, project requests, webinar logistics, vendor relationships, employee onboarding, shared inboxes, support tickets, and process documentation. Tracks projects in Monday.com, coordinates stakeholders, maintains employee marketing profiles, and identifies opportunities to improve processes through automation, AI, and technology. Supports marketing operations and special projects while ensuring requests are prioritized, completed accurately, and delivered on time.

The Process Engineer will lead operational discovery and integration planning for newly acquired partner firms. Responsibilities include documenting workflows and systems, mapping current-state operations to Mercer Advisors’ architecture, identifying gaps and risks, building repeatable integration frameworks, sequencing post-close releases, maintaining process documentation, supporting change management, and coordinating with Legal, Finance, Operations, Technology, and leadership. Regular travel to partner locations is required.

The Associate Wealth Advisor supports Senior Wealth Advisors by managing client relationships, preparing financial plans, and coordinating with experts to achieve client financial goals.

Leads Mercer Advisors’ financial planning function by standardizing processes, developing playbooks, improving internal systems, and overseeing a centralized team of planners. Responsibilities include training and mentoring planners and wealth management teams, codifying best practices, supporting complex client planning, monitoring industry and regulatory trends, creating planning content, and promoting financial planning expertise across the organization.

Manages client service delivery for a wealth management team, ensuring commitments, workflows, follow-ups, and client touchpoints are completed accurately. Partners with Wealth Advisors on service models, client segmentation, strategic planning, satisfaction metrics, retention, and business growth. Resolves client issues, coordinates with internal departments, supports prospect meetings and onboarding, and identifies opportunities to deepen relationships. Requires strong communication, organization, problem-solving, CRM proficiency, and the ability to collaborate and influence across teams.

Serve as a client-facing Relationship Manager supporting wealth advisors by ensuring consistent service delivery, managing client workflows, resolving issues, tracking satisfaction and retention metrics, and supporting growth through proactive engagement, onboarding, and practice management. Acts as liaison across internal teams to enhance client experience and operational efficiency.

Serve as a client-facing Relationship Manager I supporting Wealth Advisors by ensuring consistent service delivery, managing client workflows, resolving issues, driving client follow-up, tracking service KPIs, supporting client segmentation and onboarding, and identifying growth and retention opportunities to improve advisor practice performance.

Lead Mercer Advisors' Wealth Enablement function: centralize content strategy and curriculum, build a domain-specialized L&D team, create scalable AI-enabled training and playbooks, drive advisor adoption and measurable behavioral change, support M&A integrations, and partner cross-functionally to align enablement with product and field delivery.

Client-facing role ensuring consistent delivery of wealth management service standards. Manage service workflows, partner with advisors on segmentation and retention, track satisfaction metrics, support business development and onboarding, and resolve client issues to deepen relationships.

The Regional Vice President will engage and build client relationships to provide tailored wealth management solutions, driving sales in a collaborative environment.

The Senior Wealth Advisor builds relationships with high net worth clients, provides tailored financial solutions, and ensures compliance with regulations while working with a unified in-house team.