Financial Planning Analyst — Path to Wealth Advisor
Job in
Spokane, Spokane County, Washington, 99254, USA
Listed on 2026-06-14
Listing for:
Mercer Advisors Inc.
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst
Job Description & How to Apply Below
Mercer Advisors Inc. in Spokane seeks a Financial Planner responsible for preparing customized financial plans for clients. The role demands strong analytical and organizational skills, with a preference for candidates possessing a Bachelor’s degree in relevant fields and completion of CFP® coursework.
Applicants should have experience in the financial industry and familiarity with financial planning tools like eMoney and Salesforce. Mercer Advisors offers a supportive team environment with comprehensive benefits including medical, dental, and retirement plans.
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