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, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

S. * Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve.

With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets.

The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here .

Job Summary: The Associate Advisor Guide will be responsible for making daily outbound sales calls, taking inbound inquires, and conducting sales activities directly with prospects. Essential Job Functions for the Associate Advisor Guide will include: The Associate Advisor Guide will identify, qualify, and develop quality sales opportunities. Handle lead generation programs, call campaigns and strategies to acquire new clients.

Engage clients through inbound calls and follow-up outbound calls, e mail and other approved media. Exhibit a high degree of energy. Engage prospective clients by building trusting relationships with a high degree of integrity and personal accountability.

Ensure exceptional service and satisfaction. Participate in an open-communication environment within a busy team. Other duties or tasks as assigned by management.

Required Knowledge, Skills and Abilities: High school diploma required. Bachelor's degree highly preferred. Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Accounting or Finance related).

Financial services industry experience preferred; inside sales, relationship management, or client service experience preferred. Weekend availability preferred. Excellent communication skills (verbal and written) with the ability to influence and motivate.

Proficiency with Salesforce, MS Word, Excel, PowerPoint and Outlook. Experience working with high-level, busy professionals. Must be highly flexible and confidential with all matters.

Work Schedule: Monday through Friday – 8:00AM to 5:00PM; position may require flexibility with scheduling as this dynamic team grows in size to meet our growth strategy in Inside Sales Team. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. Application Deadline : The initial deadline for applications is 7/25/2026.

Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.

Compensation

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