Teams at Mercer Advisors

Build relationships with prospective wealth management clients, understand their financial needs, present tailored investment and financial planning solutions, and own the sales pipeline from prospecting through conversion. The role requires financial services sales expertise, strong client relationship skills, CRM and pipeline management, relevant securities licensing, and collaboration across the organization. It operates in a high-volume, client-focused environment with potential travel and incentive-based compensation.

Provides comprehensive financial planning and wealth management for a client book of 150–250 households. Responsibilities include investment, tax, estate, insurance, and retirement planning; preparing and presenting financial planning modules; onboarding clients; managing client communications; retaining and expanding client assets; supporting business development; coordinating internal resources; and maintaining compliance and service standards. The role requires a CFP designation, strong financial planning expertise, client relationship skills, and up to 50% travel.

Prepares income tax returns, quarterly estimates, projections, and tax analyses for high-net-worth individuals, trusts, and businesses. Responds to client and advisor tax questions, supports tax notice correspondence, coordinates workflow with tax staff, maintains data accuracy, and stays current on tax law. The role requires strong organization, communication, multitasking, and client-service skills in a fast-paced tax environment.