Company · 30 open roles
Careers at Mercer Advisors
Mercer Advisors has 30 active roles on ResuMinder right now, with 42% remote-friendly. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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30 positions at Mercer Advisors
Relationship Manager
Mercer Advisors·Minneapolis, Minnesota, United States
Relationship Manager at Mercer Advisors. Location: Minneapolis, Minnesota, United States. Role: overseeing service, supporting advisors, managing relationships Requirements: Experience in wealth management service models, client relationship management, leadership/mentoring, stro…
Tax Manager (New York City)
Mercer Advisors·New York City, New York, United States
Tax Manager (New York City) at Mercer Advisors. Location: New York City, New York, United States. Role: preparing returns, mentoring staff, performing research Requirements: 5+ years public accounting experience, Bachelor’s in Accounting, CPA or EA required; strong tax code knowl…
Service Operations Associate I (Dallas / Plano, TX)
Mercer Advisors·Dallas or Plano
Service Operations Associate I (Dallas / Plano, TX) at Mercer Advisors. Location: Dallas or Plano. Role: processing paperwork, executing transfers, coordinating custodians Requirements: High school diploma (Bachelor's preferred),2–4 years financial services experience, strong att…
Service Operations Associate (Walnut Creek, CA)
Mercer Advisors·Walnut Creek, California, United States
Service Operations Associate (Walnut Creek, CA) at Mercer Advisors. Location: Walnut Creek, California, United States. Role: processing paperwork, executing transfers, managing requests Requirements: 2+ years financial services experience; HS diploma (BA preferred); strong MS Wor…
VP, Privacy
Mercer Advisors·United States
VP, Privacy at Mercer Advisors. Location: United States. Role: defining strategy, leading assessments, managing incidents Requirements: Lead enterprise privacy program, ensure compliance with global privacy laws, conduct DPIAs and vendor reviews, manage incidents, 10+ years in pr…
Tax Support Specialist (Atlanta, GA)
Mercer Advisors·Atlanta, Georgia, United States
Tax Support Specialist (Atlanta, GA) at Mercer Advisors. Location: Atlanta, Georgia, United States. Role: maintaining documents, assembling returns, communicating clients Requirements: High school diploma required (bachelor's preferred); 1+ years administrative experience; profic…
Senior Compliance Analyst Partner Integration, Monitoring & Testing
Mercer Advisors·United States
Senior Compliance Analyst Partner Integration, Monitoring & Testing at Mercer Advisors. Location: United States. Role: conducting audits, analyzing data, preparing reports Requirements: 3+ years compliance experience with an investment adviser, strong knowledge of securities laws…
Senior Compliance Manager - Enhanced Monitoring & Supervision
Mercer Advisors·United States
Senior Compliance Manager - Enhanced Monitoring & Supervision at Mercer Advisors. Location: United States. Role: designing framework, monitoring risk, conducting assessments Requirements: Bachelor's degree, 5+ years compliance or risk management experience, strong AML and advisor…
Wealth Advisor (Raleigh, NC)
Mercer Advisors·Raleigh, North Carolina, United States
Wealth Advisor (Raleigh, NC) at Mercer Advisors. Location: Raleigh, North Carolina, United States. Role: advising clients, onboarding clients, drafting plans Requirements: Bachelor's degree, 5+ years experience, CFP preferred, proficiency with Microsoft Office and Salesforce, str…
Tax Support Specialist (Central)
Mercer Advisors·United States
Tax Support Specialist (Central) at Mercer Advisors. Location: United States. Role: maintaining documents, assembling returns, communicating clients Requirements: High school diploma required (bachelor's preferred), 1+ year administrative experience, proficiency with Microsoft Wo…
Regional Vice President, DTC
Mercer Advisors·United States
Regional Vice President, DTC at Mercer Advisors. Location: United States. Role: supporting sales, owning pipeline, engaging clients Requirements: 3+ years sales experience in financial services; Series 65 or 66 (or qualifying designation), bachelor’s preferred or equivalent, Sale…
Billing Specialist (Mountain Time Zone or Pacific Time Zone)
Mercer Advisors·United States
Billing Specialist (Mountain Time Zone or Pacific Time Zone) at Mercer Advisors. Location: United States. Role: performing audits, reconciling accounts, processing fees Requirements: Experience with billing audits, fee calculations, account reconciliation, portfolio accounting co…
Internal Fund Administrator
Mercer Advisors·United States
Internal Fund Administrator at Mercer Advisors. Location: United States. Role: overseeing funds, reconciling data, preparing reports Requirements: 7+ years fund administration or private investments experience; strong valuation, reconciliation, and reporting skills; advanced Exce…
Wealth Advisor (Green Bay, WI)
Mercer Advisors·Green Bay, Wisconsin, United States
Wealth Advisor (Green Bay, WI) at Mercer Advisors. Location: Green Bay, Wisconsin, United States. Role: deepening relationships, developing recommendations, ensuring compliance Requirements: Bachelor's degree, 7+ years of related experience, CFP (or approved equivalent) and Serie…
Regional Vice President, Community (New Jersey)
Mercer Advisors·Morristown, New Jersey, United States
Regional Vice President, Community (New Jersey) at Mercer Advisors. Location: Morristown, New Jersey, United States. Role: engaging clients, managing pipeline, presenting solutions Requirements: 5+ years sales experience in financial services; Series 65 or 66 required (exemptions…
Service Operations Associate (Portland, OR)
Mercer Advisors·Portland, Oregon, United States
Service Operations Associate (Portland, OR) at Mercer Advisors. Location: Portland, Oregon, United States. Role: processing paperwork, executing transfers, managing queue Requirements: 2+ years financial services operations experience; strong MS Word/Excel/Outlook skills; CRM/Sal…
Client Development Associate
Mercer Advisors·United States
Client Development Associate at Mercer Advisors. Location: United States. Role: onboarding clients, driving sales, managing prospects Requirements: Bachelor's preferred; prior financial services or administrative and sales experience preferred; Series 65 or Series 7+66 preferred …
Regional Vice President, Channel (Houston, TX)
Mercer Advisors·Houston, Texas, United States
Regional Vice President, Channel (Houston, TX) at Mercer Advisors. Location: Houston, Texas, United States. Role: engaging clients, owning pipeline, building relationships Requirements: 5+ years sales experience in financial services, Series 65 or 66 required (designations may ex…
Wealth Advisor (Upstate New York)
Mercer Advisors·New York, New York, United States
Wealth Advisor (Upstate New York) at Mercer Advisors. Location: New York, New York, United States. Role: advising clients, managing portfolios, presenting plans Requirements: Bachelor's degree, 5+ years experience in financial planning or related roles, CFP preferred, proficiency…
Senior Research Manager
Mercer Advisors·United States
Senior Research Manager at Mercer Advisors. Location: United States. Role: analyzing assets, performing diligence, preparing materials Requirements: 5+ years investment research or portfolio analysis experience; MBA preferred or CFA; proficient in R, Python, SQL, Microsoft VBA; e…
Director, Wealth Strategy - Estate Planning
Mercer Advisors·United States
Director, Wealth Strategy - Estate Planning at Mercer Advisors. Location: United States. Role: Leading meetings, Identifying gaps, Reviewing documents Requirements: JD with state license; 5-10 years estate planning experience; ability to travel up to 25%; strong estate and tax pl…
Director of Financial Planning, Ascend & Regis
Mercer Advisors·United States
Director of Financial Planning, Ascend & Regis at Mercer Advisors. Location: United States. Role: Lead planning, Mentor planners, Develop playbook Requirements: CFP designation required; 10+ years in financial services; bachelor's degree; strong leadership, public speaking, and U…
Wealth Advisor (Radnor, PA)
Mercer Advisors·Radnor, Pennsylvania, United States
Wealth Advisor (Radnor, PA) at Mercer Advisors. Location: Radnor, Pennsylvania, United States. Role: Develop recommendations, Communicate solutions, Retain clients Requirements: Bachelor's degree; CFP required; 7-10 years in related roles; Series 65; able to travel up to 20%; str…
Director, Direct Client Development
Mercer Advisors·United States
Director, Direct Client Development at Mercer Advisors. Location: United States. Role: lead generation, coaching team, drive sales Requirements: Lead a Direct Client Development team; 5+ years financial services sales/management; Bachelor's degree; Series 65 (or CFP/CFA preferred…