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Merceradvisors Careers — 87 Open Jobs

Merceradvisors has 87 open roles on ForgeApply in Fintech. Most roles are based in San Francisco, Denver and New York, plus 31 remote. Apply to any of them in about a minute — ForgeApply autofills the application and tailors your resume to the posting.

• Process Engineer

  Remote, USA · Remote

• Associate Wealth Advisor, UHNW

  Denver (HQ)

• Manager, Senior Financial Planner (Dallas, TX)

  Dallas - Park Cities

• Senior Portfolio Consultant (Mountain or Pacific Time Zones)

  Remote, USA · Remote

• Director, Financial Planning

  Remote, USA · Remote

• Service Operations Associate (Boston, MA)

  Boston, Massachusetts, United States

• Associate Wealth Advisor (Denver, CO)

  Denver (Greenwood Village); Denver (HQ)

• Senior Manager, Strategy and Analytics- Wealth Solutions

  Remote, USA · Remote

• Relationship Manager (Charlotte, NC)

  Charlotte

• Product Support Specialist (Mountain or Pacific Time Zone)

  Remote, USA · Remote

• Senior Estate Planning Attorney - (San Diego, Orange County)

  Newport Beach; San Diego · Remote

• Sales Associate

  Remote, USA · Remote

• Senior Investment Strategist (Bay Area)

  Menlo Park; San Francisco; Walnut Creek

• Partner, Market Leader (San Francisco/Menlo Park/Walnut Creek/San Jose)

  Menlo Park; San Francisco; Walnut Creek

• Legal Assistant (Estate Planning Service Specialist) - (Pacific Time Zone)

  Remote, USA · Remote

• Senior Investment Strategist (Texas; Mountain or Pacific Time Zones)

  Remote, USA · Remote

• Senior Attorney (Sr Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)

  Atlanta; Dallas - Park Cities; New York, New York, United States; Schaumburg · Remote

• Attorney (Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)

  Atlanta; Dallas - Park Cities; New York, New York, United States; Schaumburg · Remote

• Client Service Coordinator

  Atlanta

• Service Operations Associate (Houston, TX)

  Houston

• Wealth Advisor (Colorado, US)

  Boulder; Denver (Cherry Creek); Denver (Greenwood Village); Denver (HQ); Fort Collins

• Manager, Client Service (Raleigh, NC)

  Raleigh

• Manager, Client Service (Charlotte, NC)

  Charlotte

• Manager, Client Service (Charleston, SC)

  Charleston, South Carolina, United States

• Wealth Advisor (Upstate New York)

  Fairport - Rochester

• Relationship Manager I

  Rockville, Maryland, United States

• Tax Partner - UHNW (San Francisco)

  San Francisco

• Tax Partner - UHNW (Los Angeles)

  LA Century City

• Managing Partner, Estate Planning - UHNW (Los Angeles)

  LA Century City

• Managing Partner, Estate Planning - UHNW (San Francisco)

  San Francisco

• Talent Acquisition Partner

  Remote, USA · Remote

• Director of Client Development - Financial Planning

  Remote, USA · Remote

• Relationship Manager (Minneapolis, MN)

  Minneapolis

• Service Operations Associate (Los Angeles, CA)

  LA Century City; Santa Barbara; Woodland Hills

• Estate Planning Partner, UHNW (San Francisco)

  San Francisco

• Estate Planning Partner, UHNW (Los Angeles, CA)

  LA Century City

• Manager, Senior Portfolio Consultant

  Remote, USA · Remote

• Relationship Manager (Charleston, SC)

  Charleston, South Carolina, United States

• Regional Vice President, Channel (San Francisco Bay Area)

  San Francisco

• Wealth Advisor (Scottsdale, AZ)

  Scottsdale

• Wealth Advisor

  Denver (HQ)

• Wealth Advisor

  San Diego

• Associate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose)

  Menlo Park; San Francisco; Walnut Creek

• Wealth Advisor (San Francisco/Menlo Park/Walnut Creek/San Jose)

  Menlo Park; San Francisco; Walnut Creek

• Senior Director, Client Wealth Expansion

  Remote, USA · Remote

• Tax Manager - West Coast

  Remote, USA

• Tax Manager (Northeast)

  Remote, USA

• Tax Manager (Florida)

  Remote, USA

• Senior Tax Associate (California)

  Remote, USA

• Operations Specialist - Insurance Solutions

  Remote, USA · Remote

• Tax Partner - UHNW

  Remote, USA · Remote

• Estate Planning Partner – UHNW

  Remote, USA · Remote

• Managing Partner, Estate Planning – UHNW

  Remote, USA · Remote

• Service Desk Analyst

  Denver (HQ)

• Creative Director

  New York, New York, United States

• Relationship Manager (Denver, CO)

  Boulder

• Service Operations Associate (Denver, Boulder, Fort Collins - CO)

  Denver (HQ)

• Relationship Manager (San Francisco, CA)

  San Francisco

• Vice President, Wealth Enablement

  Remote, USA · Remote

• Relationship Manager (Ann Arbor, MI)

  Ann Arbor

• Financial Planner (Dallas, TX)

  Dallas - Park Cities

• Annuity Solutions Director

  Remote, USA · Remote

• Senior Salesforce Engineer

  Remote, USA · Remote

• Sr. Director, Product Management, UHNW Platform

  Remote, USA · Remote

• Director, Targeted Acquisition

  Remote, USA · Remote

• Trust Operations Coordinator

  Houston

• Community Analytics Manager

  Remote, USA · Remote

• Client Service Associate (Springfield, MO)

  Remote, USA; Springfield · Remote

• Associate Wealth Advisor (Minneapolis, MN)

  Minneapolis

• Director, Product Management (Advisor Experience)

  Remote, USA · Remote

• Director, Client Relationship Expansion

  Remote, USA · Remote

• Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))

  Boston, Massachusetts, United States; New York; Portsmouth, New Hampshire, United States

• VP, Privacy

  Remote, USA · Remote

• Wealth Advisor (Raleigh, NC)

  Raleigh

• Senior Financial Planner (San Francisco Bay Area)

  San Francisco

• Wealth Advisor (Portland, OR)

  Portland

• Senior Wealth Advisor (Houston, TX)

  Houston

• Product Manager, Investment Platform

  Remote, USA · Remote

• Partner, Senior Wealth Advisor

  Portland

• Relationship Manager (Owings Mills, MD)

  Owings Mills, Maryland, United States

• Relationship Manager, UHNW (New York)

  New York

• Regional Vice President, Community (Hartford, CT and Upstate, NY)

  Connecticut; New York

• Senior Manager, New Partner Compensation Programs

  Remote, USA · Remote

• Senior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)

  Menlo Park; San Francisco; Walnut Creek

• Regional Vice President, Community (San Diego, CA)

  San Diego

• Financial Planner (Los Angeles, CA)

  LA Century City

• Wealth Advisor (Houston, TX)

  Houston

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