Senior Financial Planner: Client-Focused
Listed on 2026-10-12
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Mercer Advisors seeks a Senior Financial Planner I to join its Financial Planning Group, crafting customized financial plans with tools like eMoney, Morningstar, Orion, and Holistiplan, in partnership with advisor teams to enhance client outcomes.
The candidate should have a CFP exam or FPQP or a related advanced degree and at least six years of client-facing experience, with strong analytical, written and verbal communication, and multitasking abilities.
As a Senior Financial Planner:
Client-Focused Growth, you will play an important part at Merceradvisors in Kansas City, MO, United States.
Are you ready to take on the Senior Financial Planner:
Client-Focused Growth role at Merceradvisors?
We would love to welcome a new Senior Financial Planner:
Client-Focused Growth to our organisation in Kansas City, MO, United States.
For the Senior Financial Planner:
Client-Focused Growth position at Merceradvisors, we are reviewing applications now.
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