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The Wealth Advisor functions as a primary advisor for clients, ensuring retention and onboarding, supporting financial planning, managing communications, and delivering presentations while working under management oversight.

Assist in preparing personalized financial plans by analyzing client documents and data, utilizing financial planning tools, and collaborating with teams for a seamless client experience.

Serve as main investment contact for Wealth Advisors: consult on portfolio strategy, execute and audit portfolio implementations, transition accounts to Mercer models, manage workflows to meet SLAs, provide analytics and process improvement, and support training of new hires.

The Director of Financial Planning leads financial planning efforts for UHNW clients, overseeing a team, implementing processes, and enhancing client service efficiency.

Advise and deepen relationships with affluent clients by developing comprehensive financial plans, recommending investment and tax/estate solutions, coordinating with in-house experts, ensuring compliance, and growing the practice through referrals. Travel up to 20% and work hybrid in a professional office environment.

Support Regional Vice Presidents and Wealth Management teams by onboarding new clients, driving prospecting and sales momentum, coordinating events and reports, engaging channel partners, participating in prospect meetings, and ensuring smooth handoffs and excellent client experience. Occasional travel to branch offices and events required.

Build and maintain relationships with prospective wealth management clients via Zoom, phone, and in person; present tailored investment and financial planning solutions; own and convert the sales pipeline from prospecting to close; collaborate across Mercer resources; act as a self-motivated leader and pursue growth opportunities. Flexibility to travel and proficiency with CRM and office tools required.

As a Tax Manager, you'll lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff while providing excellent client service.

The Tax Associate prepares tax returns and projections for high-net-worth clients while ensuring compliance and responding to tax inquiries.

The Tax Associate prepares tax returns and projections for high-net-worth clients, collaborates with the tax team, and ensures timely responses to tax inquiries.