Legal Assistant (Estate Planning Service Specialist)
Support estate planning strategists and clients to manage correspondence, scheduling, and document administration.
Remote • United States- Full Time
- $29,000 – $34,000
Mercer Advisors
41 open rolesLast updated April 28, 2026 at 10:55 AM UTC
All open jobs at Mercer Advisors
Browse the full live job inventory for Mercer Advisors. This page is focused on current openings, while the overview tab highlights role groups and hiring patterns.
41 open positions
Associate Wealth Advisor
Advises high net worth clients, supports regional business development, and delivers comprehensive financial planning solutions.
- Remote • United States
- Full Time
- $93,500 – $115,000
- Min. 3 YOE
Administrative Assistant (Estate Planning Operations Specialist)
Administrative support responsibilities including processing estate plans, preparing materials, coordinating referrals, and data entry in CRM.
- Remote • Speer, Denver, CO, USA
- Full Time
- $26,000 – $31,000
Manager, Client Service (Morristown, NJ)
Leads client-service operations, oversees team development, and ensures exceptional in-office client service delivery.
- Hybrid • Morristown, NJ 07960, USA
- Full Time
- $80,000 – $100,000
- Min. 2 YOE
Tax Associate
Prepare tax returns, projections, and analysis for high-net-worth clients; strong client service in individual and entity tax.
- Remote • United States
- Full Time
- $80,750 – $95,000
- Min. 1 YOE
Wealth Advisor
Leads affluent client relationships, analyzes finances, and delivers integrated planning and investment solutions.
- Remote • United States
- Full Time
- $85,000 – $145,000
- Min. 7 YOE
Regional Vice President - Community (San Diego, CA)
Drive wealth-management sales momentum by engaging potential clients, delivering tailored financial solutions.
- Remote • United States
- Full Time
- $100,000 – $150,000
- Min. 5 YOE
Manager, Martech
Hands-on operator improving acquisition tech stack across CRM, analytics, and automation.
- Remote • United States
- Full Time
- $106,250 – $125,000
- Min. 5 YOE
Administrative Assistant
Administrative assistant supports executives and cross-functional teams with calendars, travel, communications, event logistics, and confidential document handling.
- On-site • Speer, Denver, CO, USA
- Full Time
- $29,000 – $34,000
- Min. 1 YOE
Senior Wealth Advisor
Focus on deepening client relationships and growing practice through referrals, supported by in-house experts.
- Remote • United States
- Full Time
- $150,000 – $200,000
- Min. 7 YOE
Relationship Manager I (Morristown, NJ)
Client-focused role overseeing service delivery, coordinating client experiences, and supporting advisory team growth.
- Hybrid • Morristown, NJ 07960, USA
- Full Time
- $65,419 – $76,963
Managing Director, Client Development
Leads organic growth strategy, coaches Sales team, and drives new client relationships and partnerships.
- Remote • Remote, OR 97458, USA
- Full Time
- $170,000 – $200,000
- Min. 15 YOE
Portfolio Consultant II
Facilitate investment management services for Wealth Advisors, serving as a main contact for portfolio strategy and implementations.
- Full Time
- $63,750 – $75,000
- Min. 2 YOE
Client Service Coordinator
Provide administrative support to Wealth Management team, ensuring paperwork and data integrity for high net worth clients.
- Full Time
- $25,500 – $30,000
- Min. 1 YOE
Wealth Advisor (Colorado)
Wealth Advisor focuses on deepening relationships with an established client base and growing practice through referrals.
- Remote • United States
- Full Time
- $85,000 – $145,000
- Min. 7 YOE
Financial Planner
Supports comprehensive financial planning for clients through data analysis and collaboration with specialists to deliver tailored financial plans.
- Remote • United States
- Full Time
- $68,000 – $80,000
- Min. 1 YOE
Service Operations Associate I
Operationally execute paperwork, money movement, and custody liaison to ensure compliant, timely client service.
- Full Time
- $31,000 – $36,000
- Min. 2 YOE
Insurance Coordinator
Supports growth of Insurance Solutions by executing tasks for placing new insurance coverage and managing in‑force policies across life, LTC, DI, and annuity product lines.
- Remote • United States
- Full Time
- $32 – $38
- Min. 5 YOE
Associate Vice President
Drives organic growth by developing relationships with financial consultants and clients to advance referrals and sales momentum.
- Remote • United States
- Full Time
- $85,000 – $100,000
- Min. 2 YOE
Accounting Associate
Detail-oriented bookkeeping role focusing on QuickBooks data entry, reconciliations, and financial statement analysis.
- On-site • Encino, Los Angeles, CA
- Full Time
- $63,750 – $75,000
- Min. 2 YOE
Director of Financial Planning Operations
Oversees a team of Financial Planners to drive prospect financial plans and client acquisition.
- Remote • Remote, OR 97458, USA
- Full Time
- $170,000 – $200,000
- Min. 5 YOE
Investment Specialist
Supports Sr. Investment Strategists, analyzes client portfolios, and delivers market insights for sales opportunities.
- Remote • United States
- Full Time
- $90,000 – $100,000
- Min. 3 YOE
Senior Tax Director - West Coast (Hybrid)
Lead UHNW tax planning and returns, delivering strategic tax solutions and client service.
- Remote • United States
- Full Time
- $180,000 – $225,000
- Min. 15 YOE
Manager, Client Service
Leads client service team, coordinates workflow, and enhances client experience with robust operations and HR support.
- Full Time
- $80,000 – $100,000
- Min. 2 YOE
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