Financial Planner; Spokane, WA

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 nationwide by creating customized, comprehensive personal financial plans.

This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Members of the Financial Planning Group gain strong technical experience that prepares them for a career in financial planning or as a future Wealth Advisor.

• 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
  • Asset protection and risk management needs analysis
• Partner with sales teams and advisors to collect and review client documentation required 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.

• 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 (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%.

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. All non‑exempt roles are required to record working time in the timekeeping system daily at the start and end of each workday plus a 30‑minute unpaid lunch period.

The position may be performed in a professional office environment or a dedicated home office workspace. Basic technology needs will be provided to satisfy position requirements. The role involves routine sitting and standing for periods of time; no heavy lifting over 10 lb.

• 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,…