Remote Jobs at Mercer Advisors
Find your next remote opportunity · 15 Open Positions
About
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.
Partner Success Program Manager
Mercer Advisors
New Partner Success Program Manager at Mercer Advisors ensuring seamless integration for newly acquired firms through coordination and support. Collaborating across teams to enhance the client experience during the integration process.
Legal Assistant – Estate Planning Service Specialist
Mercer Advisors
Estate Planning Service Specialist supporting estate planning strategists and clients at Mercer Advisors. Responsible for drafting correspondence, managing calendars and maintaining client files.
Security Analyst – Systems Administration I
Mercer Advisors
Security Analyst managing systems administration and cybersecurity at Mercer Advisors. Involved in threat detection, incident response, and ensuring compliance in a remote role.
Wealth Management Enablement Manager
Mercer Advisors
Wealth Management Enablement Manager driving training and support for financial services teams. Focusing on service improvement and team education in a remote setting.
Senior Director – Infrastructure and Operations
Mercer Advisors
Senior Director of Infrastructure & Operations leading enterprise technology infrastructure at Mercer Advisors. Ensuring IT reliability, scalability, and security while delivering exceptional service to stakeholders.
Corporate Counsel – Compliance and Litigation
Mercer Advisors
Corporate Counsel supporting compliance and litigation functions at Mercer Advisors. This role entails investigations, regulatory compliance, and legal advisory services.
Client Service Specialist
Mercer Advisors
Client Service Specialist providing operational support and excellent follow-through for Wealth Management team and high-net-worth clients. Responsible for managing client interactions and ensuring compliance in servicing processes.
Accounting Associate II
Mercer Advisors
Accounting Associate II responsible for bookkeeping and data entry tasks. Working with tax matters and performing financial analyses in a remote capacity.
Financial Planner II
Mercer Advisors
Financial Planner II at Mercer Advisors preparing comprehensive financial plans for clients. Supporting Wealth Management Teams and collaborating with specialists in various financial fields.
Onboarding Coordinator
Mercer Advisors
Coordinate onboarding and HR administration for acquired employees at Mercer Advisors; manage I-9s, employment agreements, HRIS, and background checks.
Creative Director
Mercer Advisors
Lead Mercer Advisors' creative team to develop brand, digital, and multimedia campaigns that drive measurable results and align with financial planning firm's strategy.
Head of Talent Acquisition
Mercer Advisors
Lead talent acquisition at Mercer Advisors; build team, implement Greenhouse ATS, and optimize hiring for client-facing and corporate roles.
Legal Assistant, Estate Planning Service Specialist
Mercer Advisors
Legal assistant supporting estate planning strategists at Mercer Advisors. Manage client communications, document maintenance, scheduling, and administrative tasks for integrated wealth management.
Client Service Specialist
Mercer Advisors
Client Service Specialist providing operational and administrative support to Wealth Management teams at Mercer Advisors. Managing client requests, data integrity, and coordination with internal operations.
Attorney, Estate Planning Strategist
Mercer Advisors
Attorney (Estate Planning Strategist) advising wealth management clients at Mercer Advisors. Reviewing and maintaining estate plans, advising advisors, and supporting business development.
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