Mercer Advisors
As of 30 October 2026, Mercer Advisors has 90 open roles (31 new in 30 days), its finance & accounting team is hiring most, and its postings name Salesforce, Zoom and Morningstar as the tools the team works in.
As of 30 October 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- Scottsdale, Arizona, United States
- Employees
- 501-1000 employees (linkedin)
- Sells to
- ultra-high net worth individuals, families, corporate executives
- Certifications on site
- Site languages
- EN
- Career system
- Greenhouse
Mercer Advisors in one screen
Read from merceradvisors.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Mercer Advisors is a financial advisory firm that serves ultra-high net worth individuals and families as a family office. Its offerings include financial planning, investment management, tax and estate planning, insurance solutions, trustee services, and retirement planning. It operates as a boutique fiduciary with regional offices across the United States.
Named on the site: ultra-high net worth individuals, families, corporate executives, tech founders and entrepreneurs, physicians.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 574 scored.
What Mercer Advisors says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Own acquisition-focused use cases across Salesforce and adjacent platforms.• Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help• This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel.Work with the Platform teams across Aspen, Client Portal, Relationship Expansion, and Investment Platform so advisors get one consistent experience across Aspen, Salesforce, Orion, and Box.• This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel.• This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel.Experience with SQL, Python, or data visualization tools (e.g., Power BI, Tableau) a plus but not required.• Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus• Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus• Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus• Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plusVendors whose code loads on merceradvisors.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
90 open roles, 71 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →
| open · new 30 d | |
|---|---|
| Finance & accounting | 43 · 11 |
| General management & consulting | 10 · 5 |
| Legal, compliance & risk | 7 · 2 |
| Product, program & project management | 4 · 3 |
| Business development & strategy | 2 · 1 |
| Administration & office | 1 · 1 |
| Customer service & success | 1 · 1 |
| Data & AI | 1 · 0 |
| Design & UX | 1 · 0 |
| Engineering (non-software) | 1 · 0 |
| Sales | 1 · 0 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Mercer Advisors to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Mercer Advisors
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 574 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Mercer Advisors (Scottsdale, United States, 501-1000 employees) has 90 open roles, 31 new in 30 days, and names 14 tools in its postings. (Breaknorm, 30 October 2026, https://breaknorm.co/company/merceradvisors.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from merceradvisors.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Greenhouse career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Mercer Advisors: questions
Does Mercer Advisors use Salesforce?
Yes, by the company's own words: 28 postings name it, first seen 2026-03-23, in the finance & accounting team.
Is Mercer Advisors hiring?
90 open roles as of 30 October 2026, 31 opened in the last 30 days and 9 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From merceradvisors.com itself: we crawled it on 2026-08-10, built the profile on 2026-08-16, and read its career site (Greenhouse) hourly since. Headcount is from LinkedIn.
Who should I write to at Mercer Advisors?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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