Mercer Advisors Jobs

Attorney (Estate Planning Strategist) Atlanta; Dallas - Park Cities; New York, New York, United States; Schaumburg 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, in...

Estate Planning Team Position The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients. This role is remote, with a strong preference for candidates in Chicago, Dallas, Houston, or Denver...

Key ResponsibilitiesFinancial Planning & Analysis Analyze clients' financial goals, current financial positions, investment portfolios, and risk profiles. Develop customized recommendations aligned with client objectives, time horizons, and preferences. Identify gaps and opportunities within financial plans, including insurance and investment ...

Osaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Estate Planning Strategist, High Net Worth Planning Services Locations: 2300 Windy Ridge Parkway, Atlanta, GA 30339 777 Executive Center Drive West, St. Petersburg, FL 33702 7755 Third Street North, Oakdale, MN 55128 12325 Port Grace Boulevard, La Vista...

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Estate Planning Strategist, High Net Worth Planning Services Location(s): 2300 Windy Ridge Parkway, Atlanta, GA 30339 877 Executive Center Drive West, St. Petersburg, FL 33702 7755 Third Street North, Oakdale,...

Trust And Estate Administration Attorney Our client, one of the oldest and largest law firms in Northeast Indiana, is seeking a Trust and Estate Administration Attorney to join its team in Fort Wayne, Indiana. The ideal candidate will have experience or an interest in estate planning, trust and estate administration, and related tax matters. This ...

Diane Compardo this would be for the Compardo Group/ Family Office UHNW clients - highest client level group Established, growing St. Louis RIA seeks Estate Planning Attorney to engage directly with UHNW clients across the country, providing expert advice and support in their estate planning needs. Extensive client contact focused on customize...

Experienced Manager And Advanced Planning Attorney A well-established Atlanta-based law firm is seeking an experienced manager and advanced planning attorney to lead an existing trusts and estates practice serving high-net-worth and ultra-high-net-worth individuals, families, and business owners. Clients view the firm as trusted advisors and partn...

SkyView Advisors is not your traditional commercial real estate firm. We're a technology-powered, people-driven investment sales platform built for top performers who want to maximize their impact, income, and growth. We aren't limited by geography, office politics, or outdated models. The Deal Lead in Residency is a foundational, entry-level role ...

Fidelity Investments in Durham, NC is seeking a Director of Estate Gifts Compliance to lead the administration and oversight of estate gifts and ensure compliance across the program. The role partners with internal teams, outside counsel, and financial advisors to structure, document, and manage estate gifts, and to drive continuous improvement in ...