Mercer Advisors

HQ
Denver
Total Offices: 28
608 Total Employees
Year Founded: 1985

Mercer Advisors Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers accidental death & dismemberment insurance

Offers disability insurance

Offers supplemental life insurance

Offers company equity

Offers employee discounts

Offers performance bonuses

Offers dental insurance

Offers vision insurance

Offers health insurance

Offers Health Savings Account (HSA)

Provides family medical leave

Offers generous parental leave

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid sick days

Provides paid holidays

Provides bereavement leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

Company Culture

Offers a remote work program

Provides a mobile phone discount

2 Days AgoSaved
In-Office
Boulder, CO, USA
Financial Services
Client-facing role ensuring consistent delivery of wealth management service standards. Manage service workflows, partner with advisors on segmentation and retention, track satisfaction metrics, support business development and onboarding, and resolve client issues to deepen relationships.
Financial Services
The Associate Vice President supports sales growth by managing client relationships, scheduling meetings, aiding the onboarding process, and ensuring accurate sales pipeline management.
Financial Services
Support compliance monitoring, testing, and branch audits for acquired firms during integration. Conduct risk assessments, audits, and branch exams; identify trends, document workpapers, track remediation action plans, assist policy development, and report to Compliance leadership while staying current on regulatory developments.