Description:
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.
Essential Job Functions for the Financial Planner III will include:
- 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.
Required Knowledge, Skills And Abilities
- 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 to 10% required