Sr. Financial Planner

Overview

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 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 sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis.
• Fluency with financial planning tools (ex: eMoney, Morningstar, SS Analyzer, CRM, portfolio accounting).
• Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future.
• Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs.
• 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.
• 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
• 3 years client facing financial planning experience.
• Excellent verbal, written, analytical and organizational skills
• Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis).
• Ability to work independently managing and prioritizing deliverables
• Must be highly flexible and confidential with all matters
• Ability to travel up to 20% required

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time.

• Company Paid Basic Life & AD&D…