Financial Planner; McLean, VA

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. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a 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. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner.

The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and process-oriented, analytical and have a high degree of follow-through and strong communication skills.

• Prepare financial plans for prospective and existing clients. This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in Excel.
• Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis.
• Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs.
• Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future.
• Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.
• Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
• Co-present financial planning concepts and analysis with advisors.
• Be available as a direct one-on-one client resource for financial planning questions.
• Mentor, coach, and review output of other members of the Financial Planning Group.
• Assist with creating and implementing procedures to improve efficiency and enhance client experiences.

• Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related)
• Must have a Certified Financial Planner (CFP®) designation or must have a S65 and completed CFP® coursework
• 5 years client facing financial planning experience
• Excellent verbal, written, analytical and organizational skills
• Ability to dispense financial planning topics in both supervised and unsupervised setting
• Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer)
• Ability to work independently managing and prioritizing deliverables and supervising those newer to their careers
• Must be highly flexible and confidential with all matters
• Ability to travel up…