Mercer Advisors

HQ
Denver
Total Offices: 28
608 Total Employees
Year Founded: 1985

Mercer Advisors Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers accidental death & dismemberment insurance

Offers disability insurance

Offers supplemental life insurance

Offers company equity

Offers employee discounts

Offers performance bonuses

Offers dental insurance

Offers vision insurance

Offers health insurance

Offers Health Savings Account (HSA)

Provides family medical leave

Offers generous parental leave

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid sick days

Provides paid holidays

Provides bereavement leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Company Culture

Offers a remote work program

Provides a mobile phone discount

13 Hours AgoSaved
In-Office
Boston, MA, USA
Financial Services
Serve as a client-facing Relationship Manager I supporting Wealth Advisors by ensuring consistent service delivery, managing client workflows and touchpoints, resolving issues, tracking satisfaction and KPIs, supporting client retention and growth, and collaborating across planning, operations, and compliance to execute the advisory teams service model.
7 Days AgoSaved
In-Office or Remote
5 Locations
Financial Services
Lead client relationships and oversee preparation, review, and delivery of income tax returns, projections, and analyses for high-net-worth individuals, trusts, and businesses. Perform tax research, respond to notices, mentor tax staff, communicate tax law changes to clients, and ensure timely, accurate tax services in a hybrid work environment.
Financial Services
Drive regional wealth-management sales by engaging prospective clients (virtual, phone, in-person), owning and converting the sales pipeline, presenting tailored financial solutions, leveraging firm resources, building and nurturing client relationships, and pursuing personal and regional growth opportunities while meeting travel and scheduling needs.