Mercer Advisors
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
Recently posted jobs
Financial Services
Serve as a client-facing Relationship Manager I to ensure consistent delivery of the firms service model, support Wealth Advisors with practice management, track client satisfaction and KPIs, resolve client issues, lead follow-up on action items, support growth and onboarding, and collaborate across internal teams to enhance client experience and retention.
Financial Services
Serve as a client-facing Relationship Manager supporting Wealth Advisors by ensuring consistent delivery of service commitments, managing client workflows, resolving client issues, tracking satisfaction and KPIs, supporting onboarding and business development, and partnering across internal teams to improve service delivery and retention.
Financial Services
Act as primary trusted advisor for 150–250 clients: onboard and transition clients, deliver financial planning modules, advise on investments, tax, estate and insurance, support regional leadership, manage client communications and retention, and travel for client meetings and trainings (up to 50%).
