Remote Jobs at Mercer Advisors
Find your next remote opportunity · 15 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.
Senior Manager, Wealth Management Enablement
Senior Wealth Enablement Manager driving service delivery across Wealth Management. Focus on training, process improvement, and technology adoption in financial services.
Associate Vice President, Channel
Associate Vice President, Channel role focused on sales operations support at Mercer Advisors. Aiding Regional Vice Presidents and improving overall prospect experience with streamlined processes.
Portfolio Consultant III
Portfolio Consultant driving investment management services for Wealth Advisors. Focused on portfolio strategy and execution while collaborating across teams.
Infrastructure Operations Specialist
Infrastructure Operations Specialist ensuring technology infrastructure operational reliability via monitoring and incident response. Supporting security alerts and engaging operational procedures with the team.
Director, Direct Client Development
Director of Direct Client Development overseeing a team to expand client base in financial services. Develops strategies and motivates team members to meet targets in a remote environment.
Legal Assistant – Estate Planning Service Specialist
Legal Assistant supporting estate planning process and strategists for Mercer Advisors. Responsible for client communication and maintaining estate planning documents with excellent professional skills.
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.
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