Working at Mercer Advisors | Glassdoor

Mercer Advisors Overview

Santa Barbara, CA
51 to 200 employees
1985
Company - Private
Finance
Unknown / Non-Applicable
Unknown
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management ... Read more

Mission: Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.

Mercer Advisors Reviews

3.9
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David Barton, JD
13 Ratings
  • "Client Advisor"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Client Advisor in San Diego, CA
    Current Employee - Client Advisor in San Diego, CA
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Mercer Advisors full-time (Less than a year)

    Pros

    -Very thorough interview process which allowed me to clearly understand the position and role within the company.
     -Fair compensation and and excellent benefits.
    -A company with deep roots that values the culture and promotes comradery among individual teams and branches.
    -Leadership team with clear vision and transparency.

    Cons

    -Nothing to note after being with the organization for the past 9 months.

    Advice to Management

    In completing paperwork as part of the onbarding package, I think a scheduled walk-through with an HR team member upon receiving the package would be helpful. It was a bit confusing working my way through all the forms which lead to a lot of back and forth via email.

See All 25 Reviews

Mercer Advisors Interviews

Experience

Experience
85%
14%
0%

Getting an Interview

Getting an Interview
71%
28%

Difficulty

3.3
Average

Difficulty

Hard
Average
Easy
  1.  

    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2+ months. I interviewed at Mercer Advisors.

    Interview

    Applied online, followed up via email, and had a series of interviews over the course of 2 months. Had a few one on one interviews, as well as a screening interview w/ HR on the phone. Also was required to take a basic computer skills test (excel data entry, etc.).

    Interview Questions

See All 8 Interviews

Company Updates

  • http://glassdoor.com/slink.htm?key=vQeyH

    Mercer Advisors Acquires Wealth Design Services

    Dave Welling , CEO of Mercer, said, "Steve has built Wealth Design Services into a firm with an excellent reputation for delivering personalized wealth management services to their clients. We are thrilled to add a strong presence in and to be adding a team with deep expertise in retirement, estate and tax planning to the Mercer family.

  • http://glassdoor.com/slink.htm?key=vQdlf

    Mercer Advisors Continues Its National Expansion, Acquires Fabian Wealth Strategies

    According to Doug Fabian , President of Fabian Wealth, "Mercer Advisors shares our vision of how to operate a fee-only practice by providing independent, objective advice without any product sales agenda. Our affiliation with Mercer Advisors will allow us to deliver a broader range of specialized offerings, including turnkey asset management, in-house estate planning, executive benefits consulting, family office services, and trust administration.

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Mercer Advisors Awards & Accolades

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