Jobs at Mercer Advisors (Now Hiring) — 81 open — Page 3

Real Estate Manager (Oklahoma City)

Oklahoma City, Oklahoma, United States · Hybrid

$94k–$110k/yr

Mid level

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…

Skills: Bookkeeping, Accounts Payable, Accounts Receivable, Property Management, Lease Administration

Relationship Manager (Walnut Creek, CA)

Walnut Creek, California, United States · Hybrid

$81k–$95k/yr

Mid level

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…

Skills: Wealth Management, Client Relationship Management, Practice Management, CRM Systems, Workflow Management

Trust Operations Coordinator

Houston, Texas, United States · Remote OK

$22/hr–$25/hr

Entry level

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…

Skills: Administrative Support, Trust Operations, Communication Skills, Attention To Detail, MS Word

Senior Tax Associate (Naples, FL)

Naples, Campania, Italy · Hybrid

$90k–$105k/yr

Mid level

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…

Skills: Tax Preparation, Tax Projections, Tax Research, Client Service, Individual Tax

Community Analytics Manager

United States · Remote OK

$95k–$105k/yr

Senior

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…

Skills: Data Analysis, Power BI, Salesforce, Excel, Business Intelligence

Client Service Associate (Springfield, MO)

Springfield, Missouri, United States · Hybrid

$23/hr–$26/hr

Mid level

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…

Skills: Client Service, Operational Support, Problem-Solving, Communication Skills, MS Word

Account Operations Specialist

Springfield, Missouri, United States · Hybrid

$23/hr–$24/hr

Entry level

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…

Skills: Prioritization, Attention To Detail, Collaboration, Verbal Communication, Written Communication

Director, Product Management (Advisor Experience)

United States · Remote OK

$150k–$175k/yr

Senior

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…

Skills: Product Management, Roadmap Development, AI Implementation, Data Fluency, Cross-functional Leadership

Senior Manager, Client Data Permissions & Privacy Governance

United States · Remote OK

$111k–$130k/yr

Senior

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…

Skills: Role-Based Access Control, Data Privacy Governance, Access Management, Project Management, Process Design

Relationship Manager (Woodland Hills, CA)

Woodland Hills, Utah, United States · Hybrid

$80k–$90k/yr

Mid level

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…

Skills: Wealth Management, Client Relationship Management, Practice Management, CRM Systems, Workflow Management

Director, Client Relationship Expansion

United States · Remote OK

$191k–$225k/yr

Senior+

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…

Skills: Advisor Coaching, Wealth Management, Field Enablement, Relationship Expansion, Pipeline Development

Administrative Operations Lead/Office Manager

Los Angeles, California, United States · On-site

$34/hr–$40/hr

Mid level

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…

Skills: Office Management, Administrative Support, Calendar Management, Facility Management, Budget Planning

Advisor Guide

United States · Remote Solely

$19/hr–$22/hr

Entry level

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…

Skills: Outbound Sales, Lead Generation, Relationship Management, Client Service, Salesforce

Wealth Strategist, HNW/UHNW

United States · Remote OK

Senior

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…

Skills: Financial Planning, Investment Management, Estate Planning, Tax Planning, Cash Flow Analysis

Senior Tax Associate (Encino, CA)

Los Angeles, California, United States · Hybrid

$80k–$94k/yr

Mid level

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…

Skills: Tax Preparation, Income Tax Returns, Tax Projections, Tax Research, Client Service

Relationship Manager

Minneapolis, Minnesota, United States · Hybrid

$70k–$85k/yr

Mid level

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…

Skills: Wealth Management, Client Relationship Management, Practice Management, CRM Proficiency, Workflow Management

Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))

Boston, Massachusetts, United States · Remote OK

$119k–$140k/yr

Senior

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…

Skills: Sales Pipeline Management, Wealth Management, Financial Planning, Relationship Building, CRM Proficiency

Service Operations Associate (Walnut Creek, CA)

Walnut Creek, California, United States · Hybrid

$32/hr–$37/hr

Mid level

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…

Skills: Operational Execution, Money Movement, Custodial Coordination, CRM Management, Attention To Detail

Attorney (Estate Planning Strategist) - Pacific Time Zone

United States · Remote OK

$90k–$110k/yr

Mid level

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…

Skills: Estate Planning, Trust Law, Tax Legislation, Legal Document Review, Client Relationship Management

VP, Privacy

United States · Remote OK

$190k–$210k/yr

Senior+

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…

Skills: Privacy Strategy, Regulatory Compliance, Policy Development, Risk Management, AI Governance

About Mercer Advisors

A family office for your family.

Industry
Financial Services
Company size
501-1,000 employees
Founded
1985
Headquarters
Denver, Colorado
LinkedIn followers
64,378

Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.

Offices: 1200 17th St, Denver, Colorado 80202, US · 100 Sun Ave NE, Albuquerque, New Mexico 87109, US

Holistic Wealth ManagementFinancial PlanningFamily Wealth OfficeInvestment ManagementRisk ManagementAsset ProtectionEstateTax and Legacy Planningand Retirement Plan Design and AdministrationWealth Management
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