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The Wealth Advisor functions as the primary trusted advisor for a book of clients, focusing on client retention, onboarding new clients, analyzing financial planning modules, and supporting business development efforts.

The Sr. Wealth Advisor will lead a team to provide client-focused wealth management, develop high-performing financial advisors, and ensure compliance while maintaining long-term client relationships.

Prepare comprehensive financial plans using eMoney, Morningstar, SS Analyzer, Excel and CRM tools; collect client documents, collaborate with advisors, and support workflows while learning financial planning topics and maintaining client confidentiality.

The Financial Planner will assist in preparing financial plans, data management, and document analysis, working under the Wealth Management Teams. This role is ideal for candidates seeking to grow their technical expertise in financial planning.

The role involves executing investment implementations for complex portfolios, aiding in client transitions and developing investment deliverables. The consultant collaborates closely with various departments to optimize client experience and portfolio management, ensuring timely and efficient processes.

Build and manage relationships with prospective wealth management clients, own the sales pipeline from prospecting to close, present tailored solutions, collaborate across teams, and drive sales growth while meeting client needs and supporting business objectives.

The Senior Analyst, Revenue Operations is responsible for delivering analytical insights, enhancing forecasting accuracy, and optimizing revenue processes while collaborating with various departments.

As a Senior Product Manager, you will lead the development of tools for financial advisors, focusing on product execution, advisor-centric development, and integrating AI into workflows while mentoring junior team members.

The Director of Strategic Partnerships will manage relationships with business partners, negotiate agreements, identify new opportunities, and lead cross-functional teams to drive revenue growth for Mercer Advisors.

The Senior Business Intelligence Analyst will develop reports and tools for analyzing sales and marketing performance and client service operations while collaborating with various leadership teams.