The Senior Financial Planner I will create comprehensive financial plans for clients, support advisors, and ensure excellent client experiences. They will utilize financial planning software and collaborate with advisor teams to meet client needs.

The Insurance Advisor will manage a book of business, build client relationships, and provide insurance expertise in life, long-term care, and annuities, while supporting financial planning and risk management efforts.

The Wealth Path Advisor supports business development and client service activities, acting as a trusted advisor to 150-250 clients and ensuring retention while onboarding new clients. Responsibilities include delivering financial planning modules, managing client communications, and supporting regional leadership in all financial-related matters.

The Senior Wealth Advisor builds relationships with affluent clients, provides tailored financial solutions, and ensures compliance while leveraging a team of experts for client service.

The Partner Success Document Control Specialist manages the integration of acquired firms by generating wealth management agreements, tracking execution, and maintaining documentation. Highly organized with strong communication skills are vital.

The Sr. Wealth Advisor, Director advises high net worth clients on financial planning, ensuring client retention, and supporting business development efforts.

The Regional Vice President will engage potential wealth management clients, manage the sales pipeline, and drive sales in a collaborative environment.

As a Talent Acquisition Intern, support high-volume recruiting operations by reviewing applications, sourcing candidates, coordinating interviews, and maintaining candidate data.

The Senior Financial Planner will create comprehensive financial plans, support advisors, mentor junior staff, and ensure an exceptional client experience.

The Sr. Financial Planner prepares personalized financial plans, collaborates with advisors and clients, and analyzes financial data to provide customized solutions.

The Financial Planner II prepares financial plans, collaborates with advisors, and utilizes analytical skills to support client needs in financial planning.

The Associate Vice President supports organic growth by managing relationships with financial consultants and clients, driving sales efforts, and coordinating events and onboarding processes.

The Managing Director, Client Development will oversee growth strategies, manage and mentor Regional Vice Presidents, and engage in high-value prospecting while ensuring adherence to company standards.

The Manager of CRM and M&A Integrations oversees CRM administration, data quality, and business process integrations while collaborating with M&A teams and stakeholders.

The Director of Strategic Partnerships will manage key business partnerships, drive revenue growth, lead cross-functional teams, and oversee partnership strategies and operations.

Mercer Advisors seeks a Creative Director to lead creative vision and strategy, mentor a team, oversee campaign development, and use data for creative optimization. The role demands innovation aligned with business goals while managing multiple projects in a fast-paced environment.

The Manager of Management & Performance Analytics will oversee reports and tools to improve key business elements, enhance advisor performance metrics, support client service performance, and ensure effective use of Power BI for reporting.

The Associate Wealth Advisor supports high net worth clients by providing financial planning, investment management, and client service, while working with the leadership team to enhance client retention and referrals.

The Financial Planner prepares comprehensive financial plans and collaborates with advisors and clients. They analyse data for planning and mentor team members.

The Sr. Wealth Advisor, Director is responsible for advising high net worth clients, supporting business development, client retention, and presenting financial plans while managing client communications and team collaboration.