Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Associate Advisor Guide will be responsible for making daily outbound sales calls, taking inbound inquires, and conducting sales activities directly with prospects.
Essential Job Functions for the Associate Advisor Guide will include:
- The Associate Advisor Guide will identify, qualify, and develop quality sales opportunities.
- Handle lead generation programs, call campaigns and strategies to acquire new clients.
- Engage clients through inbound calls and follow-up outbound calls, e mail and other approved media.
- Exhibit a high degree of energy.
- Engage prospective clients by building trusting relationships with a high degree of integrity and personal accountability.
- Ensure exceptional service and satisfaction.
- Participate in an open-communication environment within a busy team.
- Other duties or tasks as assigned by management.
Required Knowledge, Skills and Abilities:
- High school diploma required.
- Bachelor's degree highly preferred.
- Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related).
- Financial services industry experience preferred; inside sales, relationship management, or client service experience preferred.
- Weekend availability preferred.
- Excellent communication skills (verbal and written) with the ability to influence and motivate.
- Proficiency with Salesforce, MS Word, Excel, PowerPoint and Outlook.
- Experience working with high-level, busy professionals.
- Must be highly flexible and confidential with all matters.
Work Schedule:
Monday through Friday – 8:00AM to 5:00PM; position may require flexibility with scheduling as this dynamic team grows in size to meet our growth strategy in Inside Sales Team.
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.
Application Deadline: The initial deadline for applications is 7/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
Mercer Advisors Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mercer Advisors and has not been reviewed or approved by Mercer Advisors.
-
Healthcare Strength — Core health coverage includes medical, prescription drug, dental, vision, life and disability insurance, plus an Employee Assistance Program and HSA options. Health insurance and HSA offerings are viewed favorably and are employer-verified as part of the package.
-
Retirement Support — A 401(k) with Traditional and Roth options and a per-pay-period employer match is highlighted as part of the rewards package. Retirement benefits are generally regarded as solid, if not market-leading.
-
Leave & Time Off Breadth — Paid time off and paid holidays are included, alongside service-anniversary awards. In some locations, an added Thanksgiving week break is referenced, indicating meaningful time-off practices in places.
Mercer Advisors Insights
Similar Jobs
What We Do
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
