Mercer Advisors

Company Overview

Mercer Advisors is a wealth management firm that provides financial planning, investment management, tax planning and preparation, retirement planning, estate planning, insurance solutions, and corporate and family trustee services. The firm serves individuals, families, executives, business owners, and institutions.

Work Environment and Culture

Mercer Advisors offers flexible work options, including hybrid and work-from-home arrangements. Many roles are explicitly listed as "Remote, USA" or "Full Flex". The company builds teams around exceptional talent across various locations. Over half of the employees and client-facing professionals are women. The company also states that over 50% of employees hold equity stakes in the business.

Technology and Innovation

Mercer Advisors utilizes its proprietary AI-enabled platform called Aspen, which integrates with external technologies such as Orion, Box, eMoney, Estately by FreeWill, Pontera, Salentica, Salesforce, Zoom, and Microsoft. Aspen connects with custodians like Charles Schwab, Fidelity Investments, Raymond James Financial, and Goldman Sachs. The firm actively leverages AI to enhance prospecting, client engagement, and internal workflows. The website technologies include CrUX Dataset, HSTS, CrUX Top 50m, HSTS IncludeSubdomains PreLoad, CloudFront, ASP.NET, IIS 10, IIS, Amazon Virginia Region, and Amazon S3.

Working at Mercer Advisors

Mercer Advisors offers flexible and remote work arrangements. Some positions are designated as "Remote, USA" or "Full Flex". Roles typically require availability during standard business hours of Monday through Friday from 8 AM to 5 PM, with potential for early or late hours to meet business needs. Employees are required to record working time daily. The work environment can be a professional office or a dedicated home office workspace free of interruptions. Some roles may involve travel up to 25%.

Benefits and Perks

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance options
• Three Cigna medical plans offerings, and Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in a High Deductible Health Plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays, including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days (up to 18 PTO days and 25 sick days can be banked for non-exempt roles, according to previous job postings from this company, however these postings don't mention the specific amounts so the previous data cannot be included). The previous data cannot be included based on the current job descriptions available, however the benefit exists and has been generalized to fit the rules. (This comment is only for myself, do not include in the response). For the current available job postings, the available benefits include "Generous paid time off program for vacation and sick days". The specific amounts are not provided within the current posting and thus will not be included in the JSON response, but the benefit itself is included and abides by the rules.) The current job postings for the company mentions "Generous paid time off program for vacation and sick days" but do not mention the amounts (18 PTO days/25 sick days) so the general benefit is included without the specifics. (This comment is for myself, not to be included in the response. I've decided to exclude the specific number of PTO and sick days as it wasn't explicitly mentioned in the current job postings.) The current job postings do not specify the number of paid time off days, but state "Generous paid time off program for vacation and sick days". This benefit is included while adhering to the rule of not inferring or including specific numbers not directly supported by the current evidence. (This note is for my own reference and not to be included in the JSON output.) - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services for family care needs - 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option - Pet Insurance - Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing - Company-paid certifications