Mercer Advisors Jobs in Saint Louis

Execute high-net-worth client acquisition and development strategies in partnership with financial advisors. Engage clients and prospects, develop tailored prospecting approaches, and help deliver customized wealth solutions involving financial planning, trust and estate planning, investment management, and tax strategies.ResponsibilitiesPartner wi...

Edward Jones is seeking a Tailored Licensed Support Financial Advisor to help its financial advisors deliver attentive, relationship-based service to individual investors and small businesses. In this client-first role, you will support account administration, investment-related operations, meeting preparation, and follow-through on client requests...

Edward Jones Generations seeks a Senior Portfolio Strategist to develop and implement tailored investment plans for high-net-worth clients. Working with financial advisors, planners and other specialists, you will analyze and construct portfolios, advise on complex investment and transition scenarios, and align strategies with clients' financial go...

Provide expert investment and financial planning consultation to financial advisors and high-net-worth clients. Develop tax-efficient portfolio and asset-transition strategies, advise on alternative investments, support suitability and fund selection, and manage complex cases. Collaborate on strategic initiatives, resolve escalations, and mentor as...

Edward Jones seeks a Trust Officer II to manage and administer a portfolio of personal trust and estate accounts for individual investors and small businesses. In this role, you will interpret trust documents, ensure fiduciary and regulatory compliance, coordinate with financial advisors, attorneys, and tax professionals, and guide clients through ...

Serve as a senior planning partner for high-net-worth clients, financial advisors and home-office experts. Lead client discovery and holistic financial plan development, coordinate tax, estate, investment and other specialist input, and guide implementation. Deliver customized recommendations and explain complex concepts clearly while driving team ...

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...

Support high-net-worth financial planning by providing technical tax-planning expertise, evaluating complex client cases and helping implement tailored tax strategies. Partner with financial advisors, clients, internal teams and third-party tax and legal providers to coordinate advice, communicate recommendations and advance wealth-management initi...

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...