Mercer Advisors
Financial Services
FinancialPlanner
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Financial Planner at Mercer Advisors. Skills: Financial planning, Investment analysis, Retirement planning. Prepare financial plans. Analyze client documentation”
Industry & Context.
Analytical skills
Ability to travel 10%
What They're Looking For.
Must Have
1 year financial industry experience
Nice to Have
Bachelor's degree preferred, CFP coursework completion, Salesforce experience preferred, Financial planning software experience preferred, EMoney experience preferred, SS Analyzer experience preferred, CRM experience preferred, Portfolio analysis tools experience preferred, Tax planning tools experience preferred, Ability to travel 10%
What You'll Do.
Prepare financial plans
Analyze client documentation
Utilize financial planning tools
Develop client financial plans
Collaborate with teams
Develop integrated strategies
Develop tailored recommendations
Stay current on topics
Assist in workflow creation
Assist in procedure creation
How You'll Work.
Team & Collaboration
Wealth Management Teams; In-house specialists; Sales teams; Advisors; Family Wealth Services; Investments teams
Communication Scope
Verbal skills; Written skills
Full Job Description
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities across the U. S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here. 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. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career i
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