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About the Role

This role supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. It offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.

Responsibilities

• Preparing financial plans for prospective and existing clients, including cash flow and spending plans, investment analysis, retirement projections, Social Security analysis, education funding analysis, stock options analysis, estate planning analysis, tax planning, and asset protection and risk management needs analysis.
• Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.
• Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.
• Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.
• Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.
• Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.
• Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.

Requirements

• Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.
• Completion of CFP® coursework.
• A minimum of one year of financial industry–related experience preferred.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred.
• Strong verbal, written, analytical, and organizational skills.
• Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment.
• Customer service–oriented mindset; coachable and eager to learn.
• High level of discretion and ability to maintain confidentiality.
• Flexibility and adaptability in a fast-paced environment.
• Ability to travel up to 10%.

Skills

• Financial Planning
• Investment Management
• Business Management
• Tax
• Estate Planning
• Insurance
• eMoney
• Morningstar
• SS Analyzer
• Excel
• CRM systems
• Portfolio analysis tools
• Microsoft Word
• Microsoft PowerPoint
• Microsoft Outlook
• Salesforce

Location

• Nationwide

Work Type

• Hybrid
• Full-time

Experience Level

• 1 year preferred

Education Level

• Bachelor's degree
• CFP® coursework

Benefits

• 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

About the Company

• For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
• We deliver the kind of comprehensive care once reserved for only the wealthiest households.
• Today, we serve over 31,300 families across 90+ cities across the U.S.
• Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.
• Mercer Advisors offers a workplace that stands apart in the financial industry.
• More than half of our employees and client-facing professionals are women, reflecting the clients we serve.
• With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
• Join us and help families amplify and simplify their financial lives with confidence.

Equal Opportunity

• 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.