2,174 jobs for Mercer Advisors
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...
Job Description RealityMine is building the world's leading behavioural intelligence platform for the AI economy-and we're looking for experienced senior leaders to help unlock opportunities in the key US market. We're bringing together US-based business advisors to help shape our next phase of growth, building on our work with some of the largest...
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...
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...
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...
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...