Remote Jobs at Mercer Advisors
Find your next remote opportunity · 12 Open Positions
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.
Manager, Martech
Manager, Martech improving acquisition systems at Mercer Advisors. Focused on Salesforce, automation, and growth tech operations.
Investment Strategist
Investment Strategist I at Mercer Advisors supporting high net worth clients with investment strategies. Collaborating with financial advisors to deliver tailored investment solutions.
Director of Sales Operations, Financial Planning
Leader of the Client Development Financial Planning Group overseeing 13 Financial Planners. Driving new client acquisition through operational excellence and financial planning.
Regional Vice President – Community
Regional Vice President building client relationships and driving sales within a collaborative environment at Mercer Advisors. Focused on financial management solutions for client needs.
Financial Planner
Financial Planner preparing financial plans and collaborating with teams at Mercer Advisors. Focused on delivering customized and comprehensive financial solutions for clients.
Regional Vice President – Channel
Regional Vice President building client relationships at Mercer Advisors. Driving sales momentum in a collaborative, client-focused environment.
Seasonal Tax Administrator
Seasonal Tax Administrator providing support to tax team in servicing clients during tax season. Tasks include data management, communication with advisors, and administrative duties.
Senior Manager, Revenue Operations
Senior Manager, Revenue Operations at Mercer Advisors plays a pivotal role in shaping operational foundations. Focus on enhancing revenue processes and cross-departmental collaboration.
Senior Analyst, Revenue Operations
Senior Analyst at Mercer Advisors enhancing revenue strategy with analytics, dashboards, and operational support. Collaborating across Sales, Marketing, and Client Service for strategic growth.
Integrated Marketing Director
Integrated Marketing Director managing marketing campaigns targeted at women clients for Mercer Advisors. Collaborating across departments to implement strategies and drive measurable outcomes.
Tax Associate
Tax Associate preparing income tax returns for high-net-worth clients at Mercer Advisors. Collaborating with the tax team to provide tax compliance services.
Regional Vice President
Regional Vice President responsible for building client relationships and delivering wealth management solutions. Engage with potential clients focusing on their financial needs in a collaborative environment.
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