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Junior Financial Planner — Build Plans & Grow CFP Skills
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-06-14
Listing for:
Mercer Advisors Inc.
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
Mercer Advisors Inc. in Houston is looking for an entry-level financial planner to join its Financial Planning Group. This centralized group supports Wealth Management Teams nationally by preparing customized financial plans. The candidate will analyze documents, manage data, and assist in financial plan preparation while gaining valuable technical skills.
The ideal candidate holds a relevant Bachelor's degree, has begun CFP® coursework, and possesses strong analytical skills. The position offers a base pay range of $72,250 to $85,000, along with comprehensive benefits including medical insurance and a 401(k) plan.
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