Hybrid Senior Financial Planner — Path to Advisor
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-06-18
Listing for:
Mercer-Advisors
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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