Tax Specialist Jobs in Naples.
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Associate Wealth Advisor (Naples, FL)
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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.
Job Summary:
The Associate Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and local office Wealth Management leadership to support the team’s region-wide business development and client service efforts.
Essential Job Functions for the Associate Wealth Advisor will include:
- Functioning as the primary trusted advisor to the firm's high net worth clients
- Ensuring retention of the firm’s clients as well as generating referrals
- Supporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning
- Analyzing, drafting, editing, delivering, and presenting financial planning modules to clients
- Managing client communications and follow-up with clients’ other advisors
- Ensuring adherence to company standards of client care, meetings, referrals and retention
- Attending company workshops or lectures and speak to groups of potential clients when called upon
- Implementing company policies and procedures
- Other duties as needed
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Work Schedule: Business hours Monday through Friday.
Working Conditions: Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or external trainings.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- 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) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 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, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
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Oral Surgeon Opening
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Oral Surgeon – Naples, FL
Join a thriving, high-performing Oral & Maxillofacial Surgery practice in Naples, Florida! We are seeking a skilled, motivated Oral Surgeon to provide exceptional patient care in a modern, technology-driven environment with a strong referral base and excellent reputation in the community.
We welcome applicants from any U.S. region and Canada (U.S. licensure, or eligibility, is required) who are open to relocating to Florida.
Why This Opportunity Stands Out:
- Established Practice: Loyal referral network, high patient satisfaction, and steady case volume with a diverse mix of dentoalveolar, implant, and full-scope surgical procedures.
- State-of-the-Art Technology: Equipped with modern operatories designed for precision and efficiency.
- Collaborative Surgical Team: Supportive, experienced staff and leadership that values clinical autonomy, streamlined systems, and a patient-first philosophy.
- Growth & Ownership Path: Structured opportunity for long-term partnership or ownership within a doctor-led organization.
- Relocation Support: Comprehensive relocation and licensure assistance available for Oral Surgeons joining us in Florida.
What Naples Has to Offer:
- Luxury Coastal Living: Experience white-sand beaches, year-round sunshine, and a relaxed yet sophisticated Gulf Coast lifestyle.
- Thriving Healthcare & Dental Market: Naples is one of Florida’s fastest-growing medical and dental regions, offering strong patient demand and high referral potential.
- High Quality of Life: Safe neighborhoods, beautiful communities, and access to some of the best schools in the state — ideal for both professionals and families.
- Vibrant Dining & Culture: Upscale restaurants, art galleries, live music, and world-class shopping in downtown Naples and the 5th Avenue South district.
- Outdoor Paradise: Perfect for boating, golfing, fishing, and exploring nearby state parks or the Everglades — all under endless blue skies.
- Convenient Travel Access: Southwest Florida International Airport is just 40 minutes away, offering quick flights across the U.S. and beyond.
- No State Income Tax: Florida’s tax-friendly environment lets you keep more of what you earn while enjoying an exceptional standard of living.
Qualifications:
- DDS or DMD from an accredited dental school
- Completion of an accredited Oral & Maxillofacial Surgery residency program
- Eligible for dental license in Florida
- TN or H1B visa sponsorship may be available
Apply Now:
Take the next step in your oral surgery career and join a team built for excellence, collaboration, and long-term growth. Submit your CV to start the conversation.
Specialty1 Partners and its affiliates are equal-opportunity employers who recognize the value of a diverse workforce. All suitably qualified applicants will receive consideration for employment based on objective criteria and without regard to the following (which is a non-exhaustive list): race, color, age, religion, gender, national origin, disability, sexual orientation, gender identity, protected veteran status, or other characteristics in accordance with the relevant governing laws. Specialty1 Partners' Privacy Policy and CCPA statement are available for view and download at https://www.specialty1partners.com/privacy-policy/
Specialty1 Partners and all its affiliates participate in the federal government’s E-Verify program. Specialty1 further participates in the E-Verify Program on behalf of the clinical practice entities which are supported by Specialty1. E-Verify is used to confirm the employment authorization of all newly hired employees through an electronic database maintained by the Social Security Administration and Department of Homeland Security. The E-Verify process is completed in conjunction with a new hire’s completion of Form I-9, Employment Eligibility Verification upon commencement of employment. E-Verify is not used as a tool to pre-screen candidates. For up-to-date information on E-Verify, go to www.e-verify.gov and click on the Employees Link to learn more.
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