Top 82 Mercer Advisors Jobs

Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))
Mercer Advisors —Lake Placid, NY
- $119,000 - $140,000 a year
- Monday to Friday
- Remote
- Microsoft Outlook
- 5 years
- Bachelor's degree
- Paid parental leave
- Health savings account
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Director, Client Relationship Expansion
Mercer Advisors —Denver, CO
- $191,250 - $225,000 a year
- Monday to Friday
- Remote
- Bachelor's degree
- Children
- US work authorization
- Paid parental leave
- Health savings account
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Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))
Mercer Advisors —Boston, MA
- $119,000 - $140,000 a year
- Monday to Friday
- Remote
- Microsoft Outlook
- 5 years
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Tax Support Specialist (Atlanta, GA)
Mercer Advisors —Atlanta, GA
- $31 - $36 an hour
- Weekends as needed
- Hybrid work
- Microsoft Outlook
- Customer service
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
12d
Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))
Mercer Advisors —Portsmouth, NH
- $119,000 - $140,000 a year
- Monday to Friday
- Remote
- Microsoft Outlook
- 5 years
- Bachelor's degree
- Paid parental leave
- Health savings account
Quick Apply
Service Operations Associate I (Dallas / Plano, TX)
Mercer Advisors —Dallas, TX
- $26 - $30 an hour
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Office
- Paid parental leave
- Health savings account
Quick Apply
10d
Client Service Coordinator (Atlanta, GA)
Mercer Advisors —Atlanta, GA
- $23 - $26 an hour
- Day shift
- Microsoft Word
- Microsoft Outlook
- Office
- Paid parental leave
- Health savings account
Quick Apply
4d
Relationship Manager (Memphis, TN)
Mercer Advisors —Memphis, TN
- $63,750 - $75,000 a year
- Monday to Friday
- Hybrid work
- Mid-level
- Office
- Business development experience
- Paid parental leave
- Health savings account
Quick Apply
Administrative Assistant/Office Manager
Mercer Advisors —Los Angeles, CA
- $34 - $40 an hour
- Full-time
- Sanitation
- Mid-level
- Office
- Paid parental leave
- Health savings account
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5d
Financial Planner (New York)
Mercer Advisors —New York, NY
- $76,500 - $90,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid parental leave
- Health savings account
Quick Apply
Tax Associate
Mercer Advisors —Bend, OR
- $76,500 - $90,000 a year
- Weekends as needed
- Hybrid work
- CPA
- Mid-level
- Office
- Paid parental leave
- Health savings account
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Senior Tax Associate (Atlanta, GA)
Mercer Advisors —Atlanta, GA
- $90,000 - $105,000 a year
- Weekends as needed
- Hybrid work
- CPA
- Data analysis skills
- Research
- Paid parental leave
- Health savings account
Quick Apply
Relationship Manager (Greater Philadelphia)
Mercer Advisors —Philadelphia, PA
- $72,250 - $85,000 a year
- Monday to Friday
- Hybrid work
- Mid-level
- Office
- Business development experience
- Paid parental leave
- Health savings account
Quick Apply
Senior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)
Mercer Advisors —Menlo Park, CA
- $170,000 - $210,000 a year
- Monday to Friday
- Hybrid work
- 11+ years
- Office
- Finance
- Paid parental leave
- Health savings account
Quick Apply
Relationship Manager, UHNW (New York)
Mercer Advisors —New York, NY
- $89,250 - $105,000 a year
- Day shift
- Hybrid work
- 5 years
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)
Mercer Advisors —San Francisco, CA
- $170,000 - $210,000 a year
- Monday to Friday
- Hybrid work
- 7 years
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Account Operations Specialist
Mercer Advisors —Springfield, MO
- $23 - $24 an hour
- Day shift
- Microsoft Word
- Microsoft Outlook
- Office
- Paid parental leave
- Health savings account
Quick Apply
2d
Senior Financial Planner (San Francisco Bay Area)
Mercer Advisors —San Francisco, CA
- $85,850 - $101,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Associate Wealth Advisor, UHNW (San Francisco Bay Area)
Mercer Advisors —San Francisco, CA
- $106,250 - $125,000 a year
- Monday to Friday
- Hybrid work
- 5 years
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
Trust Operations Coordinator
Mercer Advisors —Houston, TX
- $22 - $25 an hour
- Day shift
- Hybrid work
- Microsoft Outlook
- Customer service
- Research
- Paid parental leave
- Health savings account
Quick Apply
1d

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

Mercer Advisors -
Lake Placid, NY

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Job Details

$119,000 - $140,000 a year

Benefits

Paid parental leave
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Adoption assistance
Parental leave
Employee assistance program
Vision insurance
Pet insurance

Qualifications

Financial sales
Microsoft Outlook
Opportunity Management
Sales management systems proficiency
CRM system proficiency
Relationship building in financial sales
Experience practicing in the securities industry

Full Job Description

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 Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.

Essential Job Functions for this role include:

Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help

Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals

Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client

Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth

Requirements:

Bachelor's degree preferred or equivalent experience.

5+ years of successful sales experience in financial services

Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).

CFP® (Certified Financial Planning) designation preferred.

Experience using CRM systems (Salesforce preferred) and managing sales pipelines

Experience building relationships with and understanding the needs of potential clients

Self-motivated, highly coachable attitude with a growth-oriented mindset and drive

Deep understanding of financial services industry and investment management

Passion for helping clients achieve their financial goals

Proven time management and organizational skills in high-volume, high-energy environments

Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint

Flexibility to travel

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.

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

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Mercer Advisors jobs

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

Director, Client Relationship Expansion

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

Tax Support Specialist (Atlanta, GA)

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

Service Operations Associate I (Dallas / Plano, TX)

Client Service Coordinator (Atlanta, GA)

Relationship Manager (Memphis, TN)

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Financial Planner (New York)

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Relationship Manager (Greater Philadelphia)

Senior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)

Relationship Manager, UHNW (New York)

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Account Operations Specialist

Senior Financial Planner (San Francisco Bay Area)

Associate Wealth Advisor, UHNW (San Francisco Bay Area)

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