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The Wealth Advisor provides financial planning and client support, manages a portfolio of 150-250 clients, and collaborates with other advisors to ensure client retention and transition of new clients.

The Tax Associate prepares tax returns for high-net-worth individuals, manages estimates and projections, and communicates tax-related issues with clients.

The Tax Manager is responsible for leading client relationships, preparing and reviewing tax returns, projections, and mentoring Junior staff in a fast-paced environment.

The Tax Manager leads client relationships, prepares and reviews tax returns, and provides tax compliance services for high-net-worth clients, mentoring junior staff.

The Tax Associate prepares income tax returns and projections for high-net-worth clients, working collaboratively with tax teams and wealth management.

The Tax Support Specialist assists the tax practitioner team by handling administrative and client-facing tasks, ensuring efficient workflow and client satisfaction through effective communication and organization.

The Sr. Manager, New Partner Compensation Programs is responsible for overseeing the compensation strategy and integration for acquired partner firms within Mercer Advisors, ensuring alignment across departments and effective execution of compensation frameworks post-merger.

The Director of Client Development will lead a team of Financial Planners, ensuring operational excellence, mentoring staff, and managing workflow efficiency while producing prospect financial plans.

The Relationship Manager I supports service excellence in wealth management, ensuring client commitments are met and enhancing client experiences, while collaborating with advisors and internal teams.

The Sr. Wealth Advisor will lead a team to provide client-focused wealth management, develop high-performing financial advisors, and ensure compliance while maintaining long-term client relationships.