Financial Planner

Why Work at Mercer Advisors For 40 years, Mercer Advisors has helped families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we 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.* Job Summary Financial Planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management teams nationally to create customized and comprehensive personal financial plans. This position is ideal for a candidate who wants to sharpen technical competency before moving toward a client‑facing advisor role or exploring various career paths within financial planning. Essential Job Functions Prepare financial plans for prospective and existing clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education‑funding analysis, stock options analysis, estate‑planning analysis, tax planning, asset protection, and risk management needs analysis. Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis. Demonstrate fluency with financial planning tools (eMoney, Morningstar, SS Analyzer, CRM, portfolio accounting). Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability. Use analytical and relationship‑management skills to uncover clients’ needs and position appropriate solutions. Collaborate with other groups within Family Wealth Services and Investments to develop client strategies incorporating relevant and specific recommendations. Stay current on financial planning topics including wealth transfer strategies, complex retirement needs, Social Security, and tax planning. Co‑present financial planning concepts and analysis with advisors. Assist in creating and implementing procedures to improve efficiency and enhance client experiences. Required Knowledge, Skills and Abilities Bachelor’s degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related). Must have a Certified Financial Planner (CFP®) designation or an S65 with completed CFP® coursework. 3 years of client‑facing financial planning experience. Excellent verbal, written, analytical and organizational skills. Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis). Ability to work independently, managing and prioritizing deliverables. Must be highly flexible and maintain confidentiality with all matters. Ability to travel up to 20%. Work Schedule This professional role requires availability during standard business hours of Monday through Friday from 8 AM to 5 PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions The position may be in a professional office environment or a dedicated home office workspace free of interruptions. Basic technology needs will be provided to satisfy position requirements. The role involves routine sitting and standing, and travel up to 20% of the time. Benefits Company‑Paid Basic Life & AM&AD Insurance Company‑Paid Short‑Term and Long‑Term Disability Insurance Supplemental Life & AM&AD; Short‑Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plan offerings including two High Deductible Health Plans and a Traditional Co‑Pay medical plan Health Savings Account (HSA) with company contributions per pay period if enrolled in an HDHP plan Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care 14 Company‑Paid Holidays with 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 (6 weeks) Maternity benefits utilizing company‑paid STD, supplemental STD, and Parental Leave (6 weeks) Adoption Assistance Reimbursement Program Company‑Paid Concierge Services for aging parents, young children, life’s challenges and more 401(k) Retirement Plan with Traditional and Roth plans with per‑pay‑period match Pet Insurance Application Note We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Equal Employment Opportunity Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. Applicants Have Rights Under Federal Employment Laws Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participates in E‑Verify to confirm work authorization. E‑Verify Right to Work If you are a resident of California, learn more about Mercer’s California Consumer Privacy Policy here. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Finance and Sales #J-18808-Ljbffr