JobsMercer Advisors
About Mercer Advisors
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.
Tech stack
Salesforce
Extracted from active job descriptions
Open roles (67)
US roles only: 32 · All: 67Regional Vice President, Community (Scottsdale, AZ)
Scottsdale·1 day ago
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Financial Planner (McLean, VA)
McLean·2 days ago
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Portfolio Operations Specialist
Remote, USA·2 days ago
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Senior Portfolio Consultant (Mountain or Pacific Time Zones)
Remote, USA·2 days ago
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Billing Specialist
Remote, USA·1 week ago
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Client Development Associate (Pacific Standard Time)
Remote, USA·1 week ago
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Mercer Advisors 2027 Summer Internship
Albuquerque; Allentown; Ames; Ann Arbor; Arizona; Asheville; Atlanta; Austin; Bartlesville; Bellevue; Bend; Berwyn; Blairsville; Bloomington; Boca Raton; Boise; Boston, Massachusetts, United States; Boulder; Branson; Burlington; California; Charleston, South Carolina, United States; Charlotte; Cherry Hill; Chesterfield; Cincinnati; Colorado; Colorado Springs; Columbus; Connecticut; Dallas - Park Cities; Delaware; Denver (HQ); Durham; Fairport - Rochester; Florida; Franklin; Frisco; Georgia; Grand Rapids, Michigan, United States; Green Bay; Houston; Hunt Valley, Maryland, United States; Idaho; Illinois; Iowa; Irvine, California, United States; Jacksonville; Kentucky; Kernersville; Ketchum; Lexington, Kentucky, United States; Louisiana; Louisville, Kentucky, United States; Macon; Madison; Manhasset; Maryland; Massachussetts; McLean; Melville; Michigan; Minneapolis; Minnesota; Mississippi; Missouri; Naples; Nebraska; Nevada; New Hampshire; New Jersey; New Mexico; New York, New York, United States; Newport Beach; North Carolina; Ohio; Oklahoma; Pennsylvania; Portland; Radnor; Raleigh; Richmond; Rockwall; Salt Lake City; San Antonio; San Diego; San Francisco; Santa Barbara; Sarasota; Scottsdale; Seattle; Sorrento Valley (San Diego); South Carolina; Spokane; Springfield; Tampa; Tennessee; Texas; Tucson; Utah; Virginia; Walnut Creek; Washington; Washington DC; West Des Moines; West Hartford; Westport; Wisconsin; Woodbridge; Woodland Hills·1 week ago
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Service Operations Associate (Raleigh, NC)
Raleigh·1 week ago
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Service Operations Associate (Charlotte, NC)
Charlotte·1 week ago
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Service Operations Associate (Allentown, PA)
Allentown·1 week ago
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Manager, Client Service (Morristown, NJ)
Morristown·1 week ago
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Tax Manager (NorthEast)
Remote, USA·1 week ago
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Corporate Counsel II - M&A
Remote, USA·1 week ago
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Financial Planner (Woodland Hills / Los Angeles, CA)
Woodland Hills·1 week ago
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Associate Vice President, Channel (San Francisco, CA)
San Francisco·1 week ago
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Senior Attorney (Sr Estate Planning Strategist) - (Texas Remote)
Austin; Dallas - Park Cities; Houston·2 weeks ago
🏡 Remote
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Attorney (Estate Planning Strategist) - (Texas Remote)
Austin; Dallas - Park Cities; Houston·2 weeks ago
🏡 Remote
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Senior Financial Planner (Portland, OR)
Portland·2 weeks ago
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Service Operations Associate (Westport, CT)
Westport·2 weeks ago
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Regional Vice President, Channel (Washington D.C. / McLean, VA)
Virginia; Washington DC·2 weeks ago
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Wealth Advisor (Orange County)
Irvine, California, United States; Newport Beach·2 weeks ago
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Senior Wealth Advisor
LA Century City·2 weeks ago
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Relationship Manager (Atlanta, GA)
Atlanta·2 weeks ago
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Content Operations Specialist
Remote, USA·2 weeks ago
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Process Engineer
Remote, USA·2 weeks ago
🏡 Remote
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Senior Portfolio Consultant (Mountain or Pacific Time Zones)
Remote, USA·3 weeks ago
🏡 Remote
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Director, Financial Planning
Remote, USA·3 weeks ago
🏡 Remote
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Service Operations Associate (Boston, MA)
Boston, Massachusetts, United States·3 weeks ago
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Relationship Manager (Charlotte, NC)
Charlotte·3 weeks ago
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Senior Investment Strategist (Bay Area)
Menlo Park; San Francisco; Walnut Creek·3 weeks ago
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Service Operations Associate (Walnut Creek, CA)
Walnut Creek·4 weeks ago
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Product Support Specialist (Mountain or Pacific Time Zone)
Remote, USA·4 weeks ago
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Wealth Advisor (Colorado, US)
Boulder; Denver (Cherry Creek); Denver (Greenwood Village); Denver (HQ); Fort Collins·4 weeks ago
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Senior Attorney (Sr Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)
Atlanta; Dallas - Park Cities; New York, New York, United States; Schaumburg·4 weeks ago
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Attorney (Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)
Atlanta; Dallas - Park Cities; New York, New York, United States; Schaumburg·4 weeks ago
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Relationship Manager I
Rockville, Maryland, United States·4 weeks ago
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Tax Partner - UHNW (Orange County)
Newport Beach·1 month ago
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Tax Partner - UHNW (Los Angeles)
LA Century City·1 month ago
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Managing Partner, Estate Planning - UHNW (Orange County)
Newport Beach·1 month ago
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Managing Partner, Estate Planning - UHNW (Los Angeles)
LA Century City·1 month ago
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Director of Client Development - Financial Planning
Remote, USA·1 month ago
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Estate Planning Partner, UHNW (Orange County)
Newport Beach·1 month ago
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Estate Planning Partner, UHNW (Los Angeles, CA)
LA Century City·1 month ago
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Manager, Senior Portfolio Consultant
Remote, USA·1 month ago
🏡 Remote
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Regional Vice President, Channel (San Francisco Bay Area)
San Francisco·1 month ago
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Associate Wealth Advisor (Denver, CO)
Denver (Greenwood Village); Denver (HQ)·1 month ago
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Wealth Advisor (Orange County)
Newport Beach·1 month ago
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Tax Partner - UHNW
Remote, USA·1 month ago
🏡 Remote
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Estate Planning Partner – UHNW
Remote, USA·1 month ago
🏡 Remote
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Managing Partner, Estate Planning – UHNW
Remote, USA·1 month ago
🏡 Remote
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Managing Partner, Estate Planning - UHNW (San Francisco)
San Francisco·1 month ago
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Estate Planning Partner, UHNW (San Francisco)
San Francisco·1 month ago
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Tax Partner - UHNW (San Francisco)
San Francisco·1 month ago
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Manager, Senior Financial Planner (Dallas, TX)
Dallas - Park Cities·1 month ago
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Relationship Manager (San Francisco, CA)
San Francisco·1 month ago
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Relationship Manager (Denver, CO)
Boulder·1 month ago
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Vice President, Wealth Enablement
Remote, USA·1 month ago
🏡 Remote
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Relationship Manager (Ann Arbor, MI)
Ann Arbor·1 month ago
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Senior Manager, Strategy and Analytics- Wealth Solutions
Remote, USA·1 month ago
🏡 Remote
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Creative Director
New York, New York, United States·1 month ago
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Senior Salesforce Engineer
Remote, USA·1 month ago
🏡 Remote
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Senior Financial Planner (Newport, Beach CA)
Newport Beach·1 month ago
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Senior Director, Client Wealth Expansion
Remote, USA·1 month ago
🏡 Remote
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Sr. Director, Product Management, UHNW Platform
Remote, USA·2 months ago
🏡 Remote
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Community Analytics Manager
Remote, USA·2 months ago
🏡 Remote
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Client Service Associate (Springfield, MO)
Remote, USA; Springfield·2 months ago
🏡 Remote
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Associate Wealth Advisor (Minneapolis, MN)
Minneapolis·2 months ago
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Past positions (33)
Client Service Coordinator (Portsmouth, New Hampshire)
Portsmouth, New Hampshire, United States·2 weeks ago
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Associate Wealth Advisor, UHNW
Denver (HQ)·2 weeks ago
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Chief Platform Officer
Remote, USA·2 weeks ago
🏡 Remote
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Sales Associate
Remote, USA·3 weeks ago
🏡 Remote
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Service Operations Associate (Chicago, IL)
Schaumburg·4 weeks ago
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Financial Planner (Radnor, PA)
Radnor·4 weeks ago
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Manager, Client Service (Raleigh, NC)
Raleigh·4 weeks ago
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Manager, Client Service (Charlotte, NC)
Charlotte·4 weeks ago
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Manager, Client Service (Charleston, SC)
Charleston, South Carolina, United States·4 weeks ago
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Senior Attorney (Sr Estate Planning Strategist) - (Bay Area, Orange County, San Diego)
Newport Beach; San Diego; San Francisco; Walnut Creek·4 weeks ago
On-site
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Attorney (Estate Planning Strategist) - (Bay Area, Orange County, San Diego)
Newport Beach; San Diego; San Francisco; Walnut Creek·4 weeks ago
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Service Operations Associate (Denver, Boulder, Fort Collins - CO)
Denver (HQ)·4 weeks ago
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Talent Acquisition Partner
Remote, USA·1 month ago
🏡 Remote
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Service Operations Associate (Los Angeles, CA)
LA Century City; Santa Barbara; Woodland Hills·1 month ago
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Portfolio Consultant III
Remote, USA·1 month ago
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Relationship Manager (Newport Beach, CA)
Newport Beach·1 month ago
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Financial Planner (Boston, MA)
Boston, Massachusetts, United States·1 month ago
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Operations Specialist - Insurance Solutions
Remote, USA·1 month ago
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Service Operations Associate (Bellevue, WA)
Bellevue·1 month ago
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Service Desk Analyst
Denver (HQ)·1 month ago
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Relationship Manager (Atlanta, GA)
Atlanta·1 month ago
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Service Operations Associate (Denver, Boulder, Fort Collins - CO)
Denver (HQ)·1 month ago
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Event Operations Specialist
Remote, USA·1 month ago
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Financial Planner (Dallas, TX)
Dallas - Park Cities·1 month ago
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Annuity Solutions Director
Remote, USA·1 month ago
🏡 Remote
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Relationship Manager (Waltham, MA)
Boston, Massachusetts, United States·1 month ago
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Senior Tax Associate (California)
Remote, USA·1 month ago
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Director, New Partner Success (Pacific Time Zone)
Remote, USA·1 month ago
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Real Estate Manager (Oklahoma City)
Oklahoma City, Oklahoma, United States·2 months ago
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Senior Tax Associate (Atlanta, GA)
Atlanta·2 months ago
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Portfolio Consultant
Remote, USA·2 months ago
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Trust Operations Coordinator
Houston·2 months ago
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Account Operations Specialist
Springfield·2 months ago
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Company details
Employees
1588
Industry
Financial Services
Headquarters
Denver, Colorado
Founded
1985
Specialties
Holistic Wealth ManagementFinancial PlanningFamily Wealth OfficeInvestment ManagementRisk ManagementAsset ProtectionEstateTax and Legacy Planningand Retirement Plan Design and Administration
