Mercer Advisors Jobs Hiring Now
Mercer Advisors is hiring for 48 open roles on Migrate Mate as of August 31, 2026, concentrated in account management and business analysis, with listed salaries up to about $210,000. Migrate Mate updates Mercer Advisors's live openings daily. Mercer Advisors is a fee-only wealth management firm offering financial planning, tax, and investment advisory services to individuals and families.
Find Mercer Advisors JobsOverview
Mercer Advisors hiring data on Migrate Mate, as of August 31, 2026.
- Open jobs
- 48
- Top team
- Account Management
- Seniority
- Manager level or above
- Work type
- 71% remote or hybrid
- Top location
- San Francisco
- Salary range
- $60,000–$210,000
Listed salaries for Mercer Advisors roles on Migrate Mate range from about $60,000 to $210,000 per year across 48 open roles, as of August 31, 2026. Some roles list hourly contract rates.
Open Roles at Mercer Advisors
Showing 25 of 48+ Mercer Advisors jobs
Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
- Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions.
This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency.
This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function.
Essential Job Functions for this role include:
Operational Execution
- Process client paperwork, forms, and documentation with accuracy and efficiency.
- Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies.
- Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed.
- Maintain detailed records of all transactions and communications in the CRM and custodial platforms.
Custodial & Platform Coordination
- Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions.
- Stay current on custodial procedures, platform updates, and regulatory requirements.
- Ensure all operational activities meet compliance standards and internal controls.
Team Collaboration & Support
- Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution.
- Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency.
- Participate in team meetings and contribute to process improvement initiatives.
- Other duties as assigned.
Quality Assurance & Continuous Improvement
- Identify and report operational inefficiencies or recurring issues.
- Assist in documenting and refining standard operating procedures (SOPs).
- Support training and onboarding of new team members as needed.
Career Path & Growth:
- Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives.
- Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements.
Knowledge, Skills, & Abilities:
Education:
- High School diploma with a Bachelor's degree highly preferred
Experience:
- Two to Four years of job related experience
- Financial services industry required
- Prior experience working in an office environment with a customer service focus helpful
Certifications:
- Notary designation a plus
Job Skills:
- Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
- Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors
- Excellent verbal and written communications skills a must
- Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus
- Strong desire for continuous self-learning and professional growth
Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
- Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions.
This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency.
This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function.
Essential Job Functions for this role include:
Operational Execution
- Process client paperwork, forms, and documentation with accuracy and efficiency.
- Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies.
- Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed.
- Maintain detailed records of all transactions and communications in the CRM and custodial platforms.
Custodial & Platform Coordination
- Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions.
- Stay current on custodial procedures, platform updates, and regulatory requirements.
- Ensure all operational activities meet compliance standards and internal controls.
Team Collaboration & Support
- Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution.
- Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency.
- Participate in team meetings and contribute to process improvement initiatives.
- Other duties as assigned.
Quality Assurance & Continuous Improvement
- Identify and report operational inefficiencies or recurring issues.
- Assist in documenting and refining standard operating procedures (SOPs).
- Support training and onboarding of new team members as needed.
Career Path & Growth:
- Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives.
- Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements.
Knowledge, Skills, & Abilities:
Education:
- High School diploma with a Bachelor's degree highly preferred
Experience:
- Two to Four years of job related experience
- Financial services industry required
- Prior experience working in an office environment with a customer service focus helpful
Certifications:
- Notary designation a plus
Job Skills:
- Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
- Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors
- Excellent verbal and written communications skills a must
- Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus
- Strong desire for continuous self-learning and professional growth
Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
Job Roles at Mercer Advisors
Working at Mercer Advisors
Mercer Advisors's 48 open roles are manager level or above, and about 71% are remote or hybrid. The most active teams are account management, business analysis, and business operations. Mercer Advisors is a fee-only wealth management firm that provides integrated financial planning, investment management, tax preparation, and estate planning services to individual and family clients. Roles span client-facing advisory positions, relationship management, and tax support functions across a national footprint. Most Mercer Advisors roles are based in San Francisco, with some in Houston and Walnut Creek.
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Browse jobs by roleMercer Advisors Jobs: Frequently Asked Questions
How many jobs is Mercer Advisors hiring for right now?
Mercer Advisors is hiring for 48 open roles on Migrate Mate as of August 31, 2026, updated daily, concentrated in account management and business analysis. Positions range from client-facing advisory and relationship management roles to tax and operational support functions across multiple U.S. cities.
What kinds of roles does Mercer Advisors hire for?
The most active teams are account management, business analysis, and business operations. Mercer Advisors regularly hires for wealth advisor, relationship manager, tax manager, tax support specialist, and client service coordinator positions. Most postings are manager level or above, reflecting the firm's focus on experienced professionals who can manage client relationships and deliver integrated financial planning services.
Are Mercer Advisors jobs remote or in-person?
Mostly remote. About 71% of Mercer Advisors's open roles on Migrate Mate are remote or hybrid as of August 31, 2026, with the rest based in San Francisco. Each Mercer Advisors listing shows its work location so you can filter before applying.
How do I apply to a job at Mercer Advisors?
Find a Mercer Advisors role on Migrate Mate, then follow the listing through to Mercer Advisors's own careers page to submit your application directly. Mercer Advisors manages its own hiring process, including screening, interviews, and offers, independent of Migrate Mate.
What do Mercer Advisors jobs pay?
Listed salaries for Mercer Advisors roles on Migrate Mate range from about $60,000 to $210,000 per year as of August 31, 2026, with most postings at manager level or above. Some roles list hourly contract rates. Exact pay is set by Mercer Advisors and shown on each listing.
Does Mercer Advisors hire entry-level?
Most of Mercer Advisors's open roles on Migrate Mate are manager level or above as of August 31, 2026. Entry-level openings are limited. Check individual Mercer Advisors listings for stated experience requirements.
Where is Mercer Advisors hiring?
Most Mercer Advisors roles are based in San Francisco, with some in Houston and Walnut Creek, and about 71% offer remote or hybrid work as of August 31, 2026. Migrate Mate shows the location on each listing.