Great Place to Work - Financial Planner Mercer Advisors Employee Review

Great culture and amazing team effort. Everyone wants to learn and participate.

The work is not easy and expectations are high.

The team is made up of many talented and driven professionals who are sharp, collaborative, and willing to work hard to support one another. The flexibility of remote work can also be a valuable benefit at times.

Advancement on the team appears to depend heavily on building a strong relationship with the Vice President and consistently working extended hours, often in the range of 60–70 hours per week. Those who are unable to maintain that workload may find their career progression limited. The team has also recently implemented capacity metrics to closely monitor daily productivity and task allocation. The environment may be better suited to professionals who are comfortable prioritizing work demands, as much of the management team is relatively early in their careers and may have different perspectives on work–life balance. Additionally, candidates holding designations such as CFA, CFP, or an MBA should be aware that this role is primarily operations- and processing-focused rather than investment consulting. Mercer’s dedicated investment consulting responsibilities are handled within a separate department known as Strategist.