Financial Planner; Oklahoma , OK

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. It prepares comprehensive financial planning modules using a variety of industry-leading software and proprietary tools.

The role collaborates closely with in‑house specialists in investments, tax, estate planning, and insurance solutions. Success requires a genuine passion for financial planning, self‑motivation, flexibility, strong attention to detail, a process‑driven mindset, analytical skills, high follow‑through, and excellent communication abilities.

• Preparing 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
• Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.
• Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.
• Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.
• Working cross‑functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.
• Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.
• Assisting 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 (e.g., 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 role requires availability during standard business hours Monday through Friday 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. Non‑exempt positions are required to record working time daily at the start and end of each workday plus a 30‑minute unpaid lunch period.

This position may be in a professional office environment or a dedicated home office workspace free of interruptions. Basic technology needs will be provided. The role involves routine sitting and standing for periods of time. No heavy lifting over 10 lbs.

#LI-Hybrid

70,000—80,000 USD

• 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 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…