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Hybrid Senior Financial Planner — Path to Advisor

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Mercer-Advisors
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Analyst
Salary/Wage Range or Industry Benchmark: 73525 - 86500 USD Yearly USD 73525.00 86500.00 YEAR
Job Description & How to Apply Below
Position: Hybrid Senior Financial Planner — Path to Advisor Role

Mercer-Advisors in San Francisco is seeking a detail-oriented Senior Financial Planner I to join the Financial Planning Group. You will work alongside advisors to create customized financial plans for clients, ensuring adherence to high standards.

The ideal candidate will have knowledge of financial planning topics, excellent analytical and communication skills, and experience with various planning software. A bachelor's degree and CFP® certification are required. The role offers competitive benefits and a pay range of $73,525 - $86,500.

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Position Requirements
10+ Years work experience
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