Mercer Advisors Jobs in Tempe

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 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 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...

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 financial advisors and subject matter experts to deliver personalized, holistic financial plans for high-net-worth clients. Lead client discovery, develop financial planning recommendations, coordinate implementation, and explain complex planning concepts in an actionable way. Drive team objectives, performance, and a high-quality clie...

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 is seeking a Tailored Licensed Support Financial Advisor to help deliver thoughtful, responsive support to clients and financial advisors. In this role, you will assist with investment account administration, process transactions, maintain accurate client records, and support financial planning conversations. You will help clients navi...

Edward Jones is seeking a Client Relations Financial Representative, Service to help deliver dependable, personalized support to clients and financial advisors. In this relationship-focused role, you will coordinate service requests, assist with account-related inquiries, maintain accurate records, and help ensure clients receive timely, thoughtful...

As a Service Specialist II at Edward Jones, you will deliver high-quality support to financial advisors and their clients, helping them navigate accounts, transactions, and firm platforms. You'll respond to inquiries, resolve service issues, and process account updates with accuracy and urgency, while upholding regulatory and firm standards. Partne...