Financial Planner; Cincinnati, OH

Overview

Mercer Advisors offers a distinct work environment in the financial industry. For 40 years, Mercer Advisors has helped families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. We proudly serve over 31,300 families in more than 90 cities across the U.S. We are ranked the #1 RIA Firm in the nation by Barron’s and operate as an independent, national fiduciary legally obligated to always act in the best interest of our clients.

Mercer Advisors emphasizes a diverse and flexible workplace, with an employee base and client-facing team composed of 50% women. We attract top talent nationwide and offer flexible working arrangements with no formal headquarters. Join us and be part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

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 include self-motivation, flexibility, detail oriented, process-driven, analytical, and a high degree of follow-through and strong communication skills.

• Prepare financial plans for prospective 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 focused on accuracy and timeliness.
• Collaborate with other groups within Family Wealth Services and Investments to develop client strategies with relevant and specific recommendations for each client.
• Stay current on financial planning topics including cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
• Assist with creating and implementing workflows and procedures to improve efficiency and enhance one-team procedures and processes.

• Bachelor's degree from an accredited institution (preferably 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.
• Customer service orientation, coachability, and eagerness to learn.
• Ability to handle confidential information with discretion and travel up to 10%.

This professional role requires availability during standard business hours from Monday through Friday, 8:00 AM to 5:00 PM. Some tasks may require early or late hours to meet business needs for external and internal clients.

This position…