Lead Financial Planning Manager — Team & Client Strategy
Listed on 2026-10-11
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Finance & Banking
Wealth Management
Mercer Advisors is seeking a Manager, Senior Financial Planner I to lead the financial planning group in delivering comprehensive plans for clients. You will collaborate with advisor teams to craft tailored strategies, using eMoney, Morningstar, Orion Risk Intelligence, and Holistiplan among other tools.
The role requires strong analytical and communication skills, mentoring responsibilities, and up to 20% travel.
As a Lead Financial Planning Manager — Team & Client Strategy, you will play an important part at Mercer Advisors Inc. in Bellevue, WA, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Bellevue, WA, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 77.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
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