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About the Role
Mercer Advisors is seeking a Financial Planner to join their centralized Financial Planning Group. This role supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. It's an excellent opportunity for individuals to build technical expertise for a career in financial planning or as a future Wealth Advisor.
Responsibilities
- Prepare comprehensive financial planning modules using industry-leading software and proprietary tools.
- Collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions.
- Prepare 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.
- Partner with sales teams and advisors to collect and review client documentation for financial plan preparation.
- Utilize financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.
- Collaborate with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.
- Work cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.
- Stay current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.
- Assist 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
- Cash flow and spending plans
- Retirement projections
- Social Security analysis
- Education funding analysis
- Stock options analysis
- Asset protection and risk management
- 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 of financial industry experience preferred
Education Level
- Bachelor's degree
- CFP® coursework
Salary/Compensations
- $80,000—$90,000 USD
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)
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones
- 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 comprehensive care once reserved for only the wealthiest households.
- 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.
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.