Financial Planner

Description:

Mercer Advisors, a nationally recognized and award-winning financial advisory firm ranked as the #1 RIA Firm in the nation by Barron’s, is seeking a Financial Planner II to join its growing team. For over four decades, Mercer Advisors has helped more than 31,300 families across 90 cities simplify and enhance their financial lives through a fully integrated approach to wealth management.

As a Financial Planner II, you will be an integral part of the Financial Planning Group—a centralized team that supports Wealth Management Teams nationwide. You will prepare customized and comprehensive financial plans that address a wide range of client needs, including investment analysis, retirement strategies, estate planning, tax optimization, insurance, and more. This role is ideal for professionals seeking to deepen their technical expertise and advance toward a client-facing advisory position.

Key Responsibilities:

• Prepare detailed financial plans for both new and existing clients, including analyses related to investments, retirement, Social Security, education funding, estate planning, taxes, stock options, and risk management.

• Collaborate with sales teams, advisors, and clients to collect, organize, and process financial data.

• Utilize financial planning tools such as eMoney, Morningstar, SS Analyzer, and CRM systems to generate accurate and insightful analyses.

• Work closely with advisor teams to ensure a seamless client experience, emphasizing accuracy, timeliness, and accountability.

• Apply strong analytical and relationship management skills to understand client needs and provide tailored recommendations.

• Partner with internal specialists in investments, tax, estate planning, and insurance to deliver comprehensive financial solutions.

• Stay informed about current financial planning strategies, tax laws, and regulatory changes to provide the most effective advice.

• Co-present financial planning concepts and analysis to clients alongside advisors.

• Contribute to continuous process improvements that enhance operational efficiency and client satisfaction.

Required Qualifications and Skills:

• Bachelor’s degree in Financial Planning, Business, Economics, Finance, Psychology, or a related field.

• Certified Financial Planner (CFP®) designation, or completion of CFP® coursework with Series 65 certification.

• Minimum of 3 years of direct, client-facing financial planning experience.

• Strong verbal, written, analytical, and organizational skills.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and experience with financial planning software (e.g., eMoney, Morningstar, SS Analyzer).

• Ability to work independently, manage multiple priorities, and maintain confidentiality.

• Availability for travel up to 20%.

Work Schedule and Environment:

• Standard business hours: Monday–Friday, 8:00 AM to 5:00 PM (flexibility for deadlines as required).

• Fully remote position with a dedicated home office setup.

• Travel may be required up to 20% for business or client engagements.

Benefits:

Mercer Advisors offers an extensive and competitive benefits package that includes:

• Company-paid Basic Life & AD&D Insurance

• Short- and Long-Term Disability Insurance (company-paid)

• Medical, Dental, and Vision plans (with multiple options including HDHPs)

• Health Savings Account (HSA) with company contributions

• Dependent Care Savings Account

• 14 paid holidays annually, including a full week off at Thanksgiving

• Generous vacation and sick leave programs

• Paid parental leave and maternity benefits

• Adoption Assistance Reimbursement Program

• Employee Assistance Plan and Concierge Services for family care

• 401(k) Retirement Plan with Traditional and Roth options and employer matching

• Pet insurance

Equal Employment Opportunity:

Mercer Advisors is an Equal Opportunity Employer committed to diversity and inclusion. Employment decisions are made without regard to race, color, religion, gender, national origin, age, disability, or any other protected status.

Applicants needing accommodations may contact PeopleTeam@MercerAdvisors.com.