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Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
Thrive Here & What We Value- Exceptional client experiences- Independent, national fiduciary commitment- Competitive benefit package for employees- Collaborative, client-focused environment- Flexible work arrangements- 50% women in professional roles- Emphasis on employee health and welfare needs- Diverse workforce with equal employment opportunity- Assembling the best team- Unified approach to managing financial lives for all wealth levels
HQ LOCATIONSanta Barbara, Colorado, United States
Open jobs at Mercer Advisors
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Regional Vice President, Sales (Multiple Locations/Remote)
Mercer Advisors
Remote
United States
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