Mercer Advisors: Latest Job Openings, Reviews and Ratings & Profile wise Salary Distribution

Mercer Advisors Careers & Info

Current CEO: David Barton

Status: Active

Mercer Advisors is a wealth management firm offering comprehensive solutions for private consumers. The company also offers a variety of consulting and business transition services for dental professionals. Mercer serves customers throughout the U.S. and has approximately one dozen locations in major metropolitan areas nationwide. The company was founded in 1985 and is headquartered in Santa Barbara, California. The company employs financial advisors, sales professionals and administrative professionals in all its locations.

Financial advisors work directly with clients to plan and maintain investment and retirement portfolios. They are required to work closely with other financial advisors in order to provide a high level of service to all clients. Working at Mercer provides individuals in these roles excellent opportunities to develop their own dedicated client base. Financial advisors may be asked to speak at community events or group meetings. They are required to monitor client portfolios and to advise clients of any significant changes in their investments. Talented financial advisors may be promoted into senior financial advisor positions.

Sales professionals at Mercer Advisors are responsible for promoting the company''s services to the general public. They make cold calls and follow-up on warm leads generated through advertising campaigns. The majority of sales professionals work in a set geographic region. They must have a strong understanding of the financial management products and services that the company offers. Sales professionals are required to host seminars and events for potential clients in their geographic area. They may be asked to set appointments for financial advisors. Sales professionals at Mercer earn commission when successfully securing new clients.

Administrative professionals with a strong understanding of the financial management industry can foster excellent Mercer Advisors careers. Administrative staff is responsible for a wide variety of duties. They provide support to sales professionals and financial advisors. Member of the administrative team are generally required to take customer calls. They may forward warm leads to sales professionals. In some offices, administrative staff set appointments for financial advisors.

The Mercer Advisors culture stresses excellent customer service and continued professional improvement. All financial advisors and sales professionals are required to attend regular seminars. They must stay abreast of all regulatory changes in this field. In addition to decent base salaries, all eligible employees receive a Mercer Advisors benefits package. Qualified employees are awarded medical, dental and vision insurance. They accrue paid time off and can participate in a 401(k) retirement savings plan. All employees receive gratis financial planning services.

What jobs pay the most at Mercer Advisors?

Strategic Advisor is the highest paying job at Mercer Advisors at $117,000 annually.