Provides integrated wealth management and financial planning for families.
| Title |
|---|
| Manager, Client Service (Walnut Creek, CA) Full Time · $100K-$110K · 2+ YOE Walnut Creek, California, United States · Hybrid |
| Partner Integration Compliance Manager - Marketing Review Full Time · $102K-$120K · 3+ YOE United States · Remote |
| Wealth Advisor (Grand Rapids; Traverse City; Portage, Michigan) Full Time · $85K-$145K · 5+ YOE Grand Rapids or Portage or Traverse City · Hybrid |
| Investment Strategist I Full Time · $150K-$180K · 10+ YOE United States · Remote |
| Sr. Tax Associate - Hybrid (Encino, CA) Full Time · $80K-$94K · 1+ YOE Encino, California, United States · Hybrid |
| Wealth Advisor (Scottsdale, AZ) Full Time · $85K-$145K · 7+ YOE Scottsdale, Arizona, United States · Hybrid |
| Financial Planner (Spokane, WA) Full Time · $68K-$80K · 1+ YOE Spokane, Washington, United States · Hybrid |
| Financial Planner (Scottsdale, AZ) Full Time · $68K-$80K · 1+ YOE Scottsdale, Arizona, United States · Hybrid |
| Acquisition Data, Automation, and Tech Specialist Full Time · $106K-$125K · 5+ YOE United States · Remote |
| Client Service (Newport Beach, CA) Full Time · $77K-$90K · 2+ YOE Newport Beach, California, United States · Hybrid |
| Assistant Account Manager (Business Management) Full Time · $60K-$71K/yr · 2+ YOE Encino, California, United States · Hybrid |
| Service Operations Associate II Full Time · $72K-$85K · 2+ YOE Owings Mills, Maryland, United States · Hybrid |
| Insurance Coordinator Full Time · $27-$31 · 5+ YOE United States · Hybrid |
| Sr. M&A Compliance Analyst Full Time · 4+ YOE United States · Remote |
| Wealth Advisor (Walnut Creek, CA) Full Time · $85K-$145K · 7+ YOE Walnut Creek, California, United States · Hybrid |
| Wealth Advisor (Boulder, CO or Denver, CO) Full Time · $85K-$145K · 7+ YOE Boulder or Denver · Hybrid |
| Senior Manager, Deal Desk Full Time · $98K-$115K United States · Remote |
| Tax Manager Full Time · $98K-$115K · 5+ YOE Encino, California, United States · Hybrid |
| Accounting Associate Full Time · $64K-$75K · 2+ YOE Encino, California, United States · Hybrid |
| Regional Vice President - Community (San Diego, CA) Full Time · $100K-$150K · 5+ YOE San Diego, California, United States · Remote |
| Financial Planner (Springfield, MO) Full Time · $60K-$70K · 1+ YOE Springfield, Missouri, United States · Hybrid |
| Relationship Manager I (Woodbridge, CT) Full Time · $68K-$80K Woodbridge, Connecticut, United States · Hybrid |
| Wealth Advisor (Connecticut) Full Time · $85K-$145K · 7+ YOE Old Lyme, Connecticut, United States · Hybrid |
| Senior Tax Director (UHNW) - Hybrid: West Coast or Mountain Full Time · $180K-$225K · 15+ YOE United States · Hybrid |
| Senior Tax Director (UHNW) - Hybrid: West Coast or Mountain Full Time · $180K-$225K · 15+ YOE United States · Hybrid |
| Activities | Financial planningInvestment managementTax preparationEstate planningInsurance brokerage |
| Headquarters | US |
| Industries | Financial ServicesWealth Management |
| Name | Mercer Advisors |
| Employees | 1,500 |
| Type | Private |
| Parent Company | Mercer Advisors Inc. |
| Subsidiaries | Mercer Global Advisors Inc.Mercer Advisors Tax Services LLCMercer Advisors Insurance Services LLCRegis Management Company |
| Tagline | Provides integrated wealth management and financial planning for families. |
| Founded | 1,985 |
| Website | merceradvisors.com |
| Latest Funding Round | Corporate Round |
| Latest Funding Year | 2,023 |
| Latest Investors | Altas Partners |