Remote Jobs at Mercer Advisors
Find your next remote opportunity · 20 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.
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.
Senior Tax Manager
Senior Tax Manager providing tax compliance services for high-net-worth clients at Mercer Advisors. Leading client relationships and mentoring junior tax professionals in a flexible work environment.
Senior Attorney – Senior Estate Planning Strategist
Senior Attorney providing estate planning strategies for high net worth clients in the USA. Working with a team in the Wealth Solutions group to deliver comprehensive estate plans.
Manager, Attorney – Estate Planning Strategist
Manager, Attorney providing estate planning strategies to ultra-high-net-worth clients. Collaborating with wealth management teams to review and maintain estate plans.
Attorney, Estate Planning Strategist
Estate Planning Strategist providing legal guidance for estate management in a dynamic team at Mercer Advisors. Collaborating with wealth advisors to implement effective estate planning strategies.
Financial Operations Intern – FP&A
Financial Operations intern supporting FP&A team at Mercer Advisors. Focused on financial reporting processes and data organization in a dynamic environment.
Talent Acquisition Intern
Talent Acquisition Intern at Mercer Advisors supports various aspects of high-volume recruiting operations. Gain hands-on experience in application review, candidate sourcing, and more.
Managing Director – Community Client Development
Managing Director responsible for client development and leading the sales team at Mercer Advisors. Driving organic growth strategy with experienced financial services professionals across the U.S.
Senior Staff Accountant
Senior Accountant handling month end close procedures and financial reporting. Joining Mercer Advisors to enhance financial integrity and support families' financial lives.
Intern, Sales Revenue & Operations
Sales Revenue and Operations intern working with the Client Development team to improve conversion and efficiency at Mercer Advisors. Engaging in professional development and mentorship during a 10-week summer internship.
Growth Analytics Intern
Growth Analytics intern supporting the Direct to Consumer Acquisition team with cross-functional analytical projects. Involves data analysis, insights, and collaboration across teams in a remote setting.
Intern, Financial Planning
Intern at Mercer Advisors constructing financial plans and engaging with clients. Learning about financial planning tools and collaborating with team members in a professional setting.
Partner Success Document Control Specialist
Partner Success Document Control Specialist creating and managing agreements for acquired clients at Mercer Advisors, a leading financial services firm.
Seasonal Tax Preparer
Tax Preparer providing dedicated support to tax preparation team. Assist with tax returns and utilize tax software for efficient service delivery.
Partner Success Program Manager
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
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
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
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
Senior Director of Infrastructure & Operations leading enterprise technology infrastructure at Mercer Advisors. Ensuring IT reliability, scalability, and security while delivering exceptional service to stakeholders.
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