Provides integrated wealth management and financial planning for families.
| Title |
|---|
| Relationship Manager I (Morristown, NJ) Full Time · $65K-$77K Morristown, New Jersey, United States · Hybrid |
| Wealth Strategist I Full Time · $68K-$80K · 10+ YOE North America · Remote |
| Tax Manager Full Time · $117K-$137K · 5+ YOE United States · Remote |
| Associate Wealth Advisor (Naples, FL) Full Time · 3+ YOE Naples, Florida, United States · Onsite |
| Sr. Wealth Advisor Full Time · $170K-$210K · 15+ YOE New York, New York, United States · Hybrid |
| Director, Tax Experience & Operations Full Time · $183K-$215K · 10+ YOE United States · Remote |
| Financial Planner (Lexington/Louisville, KY) Full Time · $68K-$80K · 1+ YOE Kentucky, United States · Hybrid |
| Financial Planner II Full Time · $68K-$80K · 1+ YOE Ketchum, Idaho, United States · Hybrid |
| Financial Planner (San Francisco, CA) Full Time · $77K-$90K · 1+ YOE San Francisco, California, United States · Hybrid |
| Wealth Advisor (Dallas, TX) Full Time · $85K-$145K · 5+ YOE Dallas, Texas, United States · Hybrid |
| Sr. Tax Associate Full Time · $81K-$95K · 1+ YOE United States · Hybrid |
| Senior Analyst, Revenue Operations Full Time · $106K-$125K · 4+ YOE United States · Remote |
| Senior Wealth Advisor (Schaumburg/Chicago, IL) Full Time · $85K-$145K · 7+ YOE Schaumburg, Illinois, United States · Hybrid |
| Wealth Path Advisor (Denver, CO) Full Time · $85K-$145K · 5+ YOE Denver, Colorado, United States · Hybrid |
| Financial Planner (Los Angeles) Full Time · $77K-$90K · 1+ YOE Los Angeles, California, United States · Hybrid |
| Managing Partner, Market Leader Full Time · $210K-$250K · 15+ YOE Seattle, Washington, United States · Hybrid |
| Sr. Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) Full Time · $170K-$210K · 15+ YOE San Francisco or Menlo Park or Walnut Creek · Hybrid |
| Specialist, Website Management Full Time United States · Remote |
| Regional Vice President - Channel (Portland, OR) Full Time · $119K-$140K · 5+ YOE Portland, Oregon, United States · Remote |
| Client Service Specialist (Ft. Collins, CO) Full Time · $40K-$80K · 5+ YOE Fort Collins, Colorado, United States · Hybrid |
| Tax Director (Client Development) Full Time · $170K-$200K · 10+ YOE United States · Remote |
| Director of Sales Operations (Financial Planning) Full Time · $170K-$200K · 5+ YOE United States · Remote |
| Partner, Senior Wealth Advisor (Portland) Full Time · 15+ YOE Portland, Oregon, United States · Hybrid |
| Managing Director, Community Client Development Full Time · 15+ YOE United States · Remote |
| Growth Analytics, Intern Internship, Full Time United States · Remote |
| 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 |