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Regional Vice President (Denver)
$120K - $180K *
The Regional Vice President - Community is responsible for growing the RIA referral platform by developing and maintaining relationships with Wealth Advisors to drive sales momentum. This role involve...
2d ago
• 5 - 7 years exp. • Finance & Insurance$150K - $200K *
The Sr Investment Strategist role is within the Investment Department's Portfolio Management Group, supporting regional advisor teams and reporting to the Chief Investment Officer. The position involv...
2w ago
• 11 - 15 years exp. • Finance & InsuranceRegional Vice President -- Community
$150K - $250K *
The Regional Vice President - Community is responsible for growing Mercer Advisors' RIA referral platform by developing and maintaining relationships with Wealth Advisors to drive sales momentum. The...
2w ago
• 5 - 7 years exp. • Finance & Insurance$90K - $120K *
The Tax Manager I at Mercer Advisors is responsible for leading client relationships and preparing, reviewing, and delivering income tax returns, tax projections, and analysis for high-net-worth clien...
2w ago
• 5 - 7 years exp. • Finance & InsuranceWealth Advisor (Ames & Des Moines, IA)
$80K - $120K *
The Wealth Advisor I at Mercer Advisors functions as the primary trusted advisor to mass affluent clients, ensuring client retention and generating referrals. The role involves supporting regional bus...
3w ago
• 5 - 7 years exp. • Finance & Insurance$120K - $160K *
The Senior Software Engineer will develop information systems by designing, developing, and installing software solutions. They will lead a team of developers responsible for building new and supporti...
3w ago
• Less than 5 years exp. • Finance & InsuranceGuided Investment Advisor, Wealth Path (Atlanta, GA)
$80K - $120K *
The Wealth Path Wealth Advisor functions as the primary trusted advisor to a book of 150-250 clients, ensuring client retention and onboarding new clients. The role involves supporting business develo...
4w ago
• 5 - 7 years exp. • Finance & Insurance$86K - $162K *
The Wealth Advisor I at Wealth Path works in a client-focused, team-centered environment under the direction of the firm's Managing Directors and Wealth Path leadership to support business development...
More than 4w ago
• 5 - 7 years exp. • Finance & InsuranceAssociate Regional Vice President
$86K - $130K *
The Associate Regional Vice President at Mercer Advisors is responsible for supporting organic growth by developing and maintaining relationships with prospects to drive sales momentum across the orga...
More than 4w ago
• Less than 5 years exp. • Finance & InsuranceSr. Business Intelligence Analyst - Performance Analytics
$97K - $140K *
The Senior Analyst, Management & Performance Analytics at Mercer Advisors will develop and oversee reports and tools that indicate performance of key elements of the Mercer business and identify lever...
More than 4w ago
• Less than 5 years exp. • Finance & Insurance$75K - $119K *
The Business Intelligence Analyst at Mercer Advisors will be responsible for collaborating with team members and functional groups to deliver insights and implement solutions using various technologie...
More than 4w ago
• Less than 5 years exp. • Finance & InsuranceRegional Vice President, Direct
$121K - $202K *
The Regional Vice President at Mercer Advisors is responsible for growing the RIA referral platform by developing and maintaining relationships with prospects to drive sales for financial planning tea...
More than 4w ago
• 5 - 7 years exp. • Finance & Insurance$108K - $162K *
The Wealth Advisor II at Mercer Advisors focuses on deepening relationships with clients, providing financial solutions, and ensuring adherence to compliance and regulatory policies...
More than 4w ago
• 5 - 7 years exp. • Finance & InsuranceRegional Vice President (New Jersey)
$100K - $150K *
The Regional Vice President at Mercer Advisors is responsible for growing the RIA referral platform by developing and maintaining relationships with channel partners to drive sales momentum for financ...
More than 8w ago
• 5 - 7 years exp. • Finance & InsuranceRegional Vice President, Sales (Multiple Locations/Remote)
$121K - $202K *
The Regional Vice President, Sales at Mercer Advisors is responsible for growing the RIA referral platform by developing and maintaining relationships with channel partners to drive sales momentum for...
More than 8w ago
• 5 - 7 years exp. • Finance & InsuranceWealth Advisor (Minneapolis/St. Paul)
$86K - $162K *
The Wealth Advisor at Mercer Advisors works in a client-focused, team-centered environment to support business development and client service efforts for mass affluent clients. The role involves servi...
Reposted more than 8w ago
• 5 - 7 years exp. • Finance & Insurance$65K - $97K *
The Portfolio Consultant at Mercer Advisors drives investment management services for Wealth Advisors, serving as the primary point of contact for investment and portfolio management. The role involve...
More than 8w ago
• Less than 5 years exp. • Finance & InsuranceWealth Advisor I (Southeast Florida)
$80K - $151K *
The Wealth Advisor I at Mercer Advisors in Southeast Florida works in a client-focused, team-centered environment to support business development and client service efforts for mass affluent clients...
More than 8w ago
• 5 - 7 years exp. • Finance & InsuranceRegional Vice President, UHNW (San Francisco Bay Area)
$162K - $325K *
The Regional Vice President, UHNW is responsible for growing the RIA referral platform by identifying, initiating, developing, and maintaining relationships with UHNW prospects to drive sales momentum...
More than 8w ago
• 5 - 7 years exp. • Finance & Insurance$86K - $162K *
The Wealth Advisor II at Mercer Advisors focuses on deepening relationships with clients, providing financial solutions, and ensuring compliance with regulatory policies...
Reposted more than 8w ago
• 5 - 7 years exp. • Finance & InsuranceRegional Vice President (Northern California - Bay Area)
$100K - $150K *
The Regional Vice President at Mercer Advisors is responsible for growing the RIA referral platform by developing and maintaining relationships with channel partners to drive sales momentum for financ...
More than 8w ago
• 5 - 7 years exp. • Finance & Insurance$70K - $101K *
The Business Process Analyst at Mercer Advisors will be responsible for identifying, analyzing, and optimizing business processes to drive organizational efficiency and effectiveness. The ideal candid...
More than 8w ago
• Finance & InsuranceWealth Advisor (Silicon Valley)
$130K - $216K *
The Wealth Advisor II at Mercer Advisors focuses on deepening relationships with clients, providing financial solutions, and ensuring compliance with regulatory policies...
More than 8w ago
• 5 - 7 years exp. • Finance & InsuranceWealth Advisor (Silicon Valley)
$130K - $216K *
The Wealth Advisor II at Mercer Advisors focuses on deepening relationships with clients, providing financial solutions, and ensuring compliance with regulatory policies...
More than 8w ago
• 5 - 7 years exp. • Finance & InsuranceWealth Advisor I, Director (Wisconsin)
$86K - $162K *
The Wealth Advisor, Director at Mercer Advisors works in a client-focused, team-centered environment to support business development and client service efforts for high net worth clients. The role inv...
Reposted more than 8w ago
• 5 - 7 years exp. • Finance & Insurance