Mercer Advisors is a leading independent financial advisory firm dedicated to helping families simplify and enhance their financial lives. They are seeking a Financial Planner to join their centralized team of paraplanners, responsible for creating comprehensive financial plans and collaborating with various specialists to provide exceptional client service.
Responsibilities
- Preparing financial plans for prospective and existing clients, including:
- Cash flow and 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
- Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation
- Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans
- Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness
- Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations
- Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning
- Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes
Skills
- Bachelor's degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance
- Completion of CFP® coursework
- A minimum of one year of financial industry–related experience preferred
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred
- Strong verbal, written, analytical, and organizational skills
- Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment
- Customer service–oriented mindset; coachable and eager to learn
- High level of discretion and ability to maintain confidentiality
- Flexibility and adaptability in a fast-paced environment
- Ability to travel up to 10%
- A minimum of one year of financial industry–related experience preferred
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
Company Overview
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