Financial Planner

Job Summary

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning.

You will prepare comprehensive financial planning modules, utilizing various software and proprietary tools. You will also work with our other in‑house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be passionate about financial planning. Desirable characteristics: self‑motivation, flexibility, detail oriented, process‑driven, analytical, and have a high degree of follow‑through and strong communication skills.

• Prepare financial plans for prospective clients and existing clients, including 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.
• Work with the sales team and advisors to collect documents from clients to prepare the financial plan.
• Use financial planning tools (e.g., eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients.
• Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness.
• Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.
• Keep current on financial planning topics including, but not limited to, cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
• Assist with creating and implementation of workflows and procedures to improve efficiency and enhance team procedures and processes.

• Bachelor's degree from an accredited institution (preferably in Financial Planning, Business, Economics, Psychology, or Finance related).
• Has begun CFP® coursework.
• At least 1 year of financial industry related experience preferred.
• Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred.
• Excellent verbal, written, analytical and organizational skills.
• Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment.
• Candidate must have customer service orientation, be coachable, and be eager to learn.
• Must be highly flexible and keep all matters confidential.
• Ability to travel up to 10%.

This professional role requires availability during standard business hours of Monday through Friday from 8:00 AM to 5:00 PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

This position may be in a professional office environment or a dedicated home office workspace that is free of interruptions. Basic technology needs will be provided. The role involves routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel is expected up to 10% of the time.

Base pay range: $76,500 — $90,000 USD. Eligible for incentive compensation through Mercer Advisors’ incentive compensation programs.

• 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 plan offerings including two High Deductible Health Plans and a Traditional Co‑Pay medical plan.
• Kaiser Medical plans available in California
• Health…