2,012 jobs for Mercer Advisors
Edward Jones is seeking a Trust Advisor II, New Business, to help clients implement trust and estate strategies that support their long-term financial goals. In this role, you will consult with financial advisors and clients to analyze needs, recommend appropriate trust solutions, and open and transition new trust accounts. You will interpret gover...
Lead external communications for BNY's investment management, private wealth, and wealth platform businesses. Develop campaigns for investors and financial advisors, counsel senior leaders on messaging, and collaborate across corporate communications to increase brand awareness and support business priorities.ResponsibilitiesDevelop strategic commu...
Partner with senior tax strategists, financial advisors, and external experts to identify and support tax planning strategies for high-net-worth clients. Review tax returns, use financial planning tools to identify opportunities, model scenarios, prepare planning deliverables, and explain recommendations and trade-offs to clients.ResponsibilitiesPa...
Supports financial advisors and high-net-worth clients with tailored investment advice and portfolio solutions. Assists with alternative investment trade execution, portfolio analytics and reporting, strategy implementation, and tax-efficient portfolio construction and transitions aligned with client goals, risk profiles, and preferences.Responsibi...
Partner with senior tax strategists, financial advisors, and external experts to identify and support tax planning strategies for high-net-worth clients. Review tax returns, use financial planning tools to identify opportunities, model scenarios, prepare planning deliverables, and explain recommendations and trade-offs to clients.ResponsibilitiesPa...
Partner with senior tax strategists, financial advisors, and external experts to identify and support tax planning strategies for high-net-worth clients. Review tax returns, use financial planning tools to identify opportunities, model scenarios, prepare planning deliverables, and explain recommendations and trade-offs to clients.ResponsibilitiesPa...
Partner with senior tax strategists, financial advisors, and external experts to identify and support tax planning strategies for high-net-worth clients. Review tax returns, use financial planning tools to identify opportunities, model scenarios, prepare planning deliverables, and explain recommendations and trade-offs to clients.ResponsibilitiesPa...
Develop and manage relationships with mass affluent clients by identifying financial needs, generating new business, and deepening existing relationships. Coordinate with financial advisors and other partners to deliver tailored banking and investment solutions, while providing responsive service and managing portfolio risk.ResponsibilitiesAcquire,...
Develop and manage relationships with mass affluent clients by identifying financial needs, generating new business, and deepening existing relationships. Coordinate with financial advisors and other partners to deliver tailored banking and investment solutions, while providing responsive service and managing portfolio risk.ResponsibilitiesAcquire,...
Edward Jones seeks a Senior Estate Strategist to support high-net-worth clients with complex estate and legacy planning. The role provides technical expertise, communicates strategies to clients and financial advisors, coordinates with external estate and legal providers, and collaborates with internal teams on advice, services, and strategic initi...