Mercer Advisors

Manager, Estate Planning Service

Los Angeles, California, United States Work from home Jobs Posted 7-Jul-2026
Actively Hiring Remote / WFH Full Time
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Job at a Glance

Category
Work from home Jobs
Location
Los Angeles, California, United States
Job Type
Remote / WFH
Company
Mercer Advisors
Status
Open & Active

Job Description

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Stampli
Sales Development Representative
Stampli · via Stampli
18 hours ago
Full–time
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Job description
As a Sales Development Representative at Stampli, you’ll play a key role in driving growth by identifying and engaging potential customers who can benefit from our solutions. You’ll master our sales process, research and qualify leads, and spark new relationships that set our sales team up for success. If you’re a fast learner with strong communication skills and a passion for showcasing innovative products, this is the role for you.
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Mercer Advisors
Manager, Estate Planning Service
Mercer Advisors · Denver, CO, United States · via Indeed
13 hours ago
$56.7K–$66.7K a year
Full–time
No Degree Mentioned
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Job highlights
Identified by Google from the original job post
Qualifications
Attention to detail, as well as excellent verbal and written communications skills, are a must
The Manager should be resourceful, proactive, and efficient when completing time-sensitive tasks and projects
High school diploma or equivalent
9 more items(s)
Benefits
Mercer Advisors offers a competitive and robust benefit package to our employees
Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
18 more items(s)
Responsibilities
The Manager, Estate Planning Service works in a team-centric environment to support the assistants, and other Estate Planning group staff, with high volume client interaction
The Manager, Estate Planning Service is responsible for supporting estate planning strategists and Service Specialists with ushering clients through the estate planning process
The Manager must be organized and enjoy the challenges of contributing to a fast-paced legal team
18 more items(s)
Job description
Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
• 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.
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Job Details

Category Work from home Jobs
Location Los Angeles
Posted 2026-07-07 04:27:01
Type Remote / WFH
Status Active

Posted By

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