Teams 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.