Mercer Advisors
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today 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.
The Sr. Financial Planner assists the Wealth Manager in reviewing, analyzing and delivering financial planning modules to clients. The Financial Planner is an integral team member and will work with a collaborative business approach and will work with team members in the Wealth Management and Sales teams.
Essential Job Functions for the Financial Planner will include:
Providing advanced planning support to Wealth Manager and Wealth Management leadership in the areas of investments, tax, pension, estate, insurance and general financial planning Supporting in servicing clients by preparing for meetings, developing presentation materials and providing reviews and ad hoc reporting Managing the financial planning workflow to support the Wealth Manager and Wealth Management leadership team commitments to clients and meet post client meeting delivery deadlines Establishing and developing strong relationships with clients and participating in client meetings with Wealth Managers Dispensing financial planning advice in both supervised and unsupervised environments Delivering financial planning support that results in increased referrals and high client retention Acting as a trusted advisor through preparation and delivery of advice to clients within the context of the Financial Planner’s knowledge and training Collaborating with other team members and departments including Investments and Family Wealth Services (FWS) Providing support and training to Wealth management service team and Associate Financial Planners Ensuring adherence to company standards of client care, meetings, referrals and retention Requirements:
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related) Five plus years of advanced planning experience, including client facing experiences Advanced knowledge of the industry Knowledge of job skills as a Client Service Specialist, if internal employee Continually seeks to enhance job knowledge; striving to expand skillset in the Wealth Advisor career path Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software preferred Technical and analytical training and experience in financial planning Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment Ability to work without close supervision managing and prioritizing deliverables Must be highly flexible and confidential with all matters Ability to travel up to 20% as required for local client meetings and/or nationally for educational trainings and seminars What We Offer:
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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with 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 (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Pet Insurance Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws.
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Providing advanced planning support to Wealth Manager and Wealth Management leadership in the areas of investments, tax, pension, estate, insurance and general financial planning Supporting in servicing clients by preparing for meetings, developing presentation materials and providing reviews and ad hoc reporting Managing the financial planning workflow to support the Wealth Manager and Wealth Management leadership team commitments to clients and meet post client meeting delivery deadlines Establishing and developing strong relationships with clients and participating in client meetings with Wealth Managers Dispensing financial planning advice in both supervised and unsupervised environments Delivering financial planning support that results in increased referrals and high client retention Acting as a trusted advisor through preparation and delivery of advice to clients within the context of the Financial Planner’s knowledge and training Collaborating with other team members and departments including Investments and Family Wealth Services (FWS) Providing support and training to Wealth management service team and Associate Financial Planners Ensuring adherence to company standards of client care, meetings, referrals and retention Requirements:
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related) Five plus years of advanced planning experience, including client facing experiences Advanced knowledge of the industry Knowledge of job skills as a Client Service Specialist, if internal employee Continually seeks to enhance job knowledge; striving to expand skillset in the Wealth Advisor career path Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software preferred Technical and analytical training and experience in financial planning Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment Ability to work without close supervision managing and prioritizing deliverables Must be highly flexible and confidential with all matters Ability to travel up to 20% as required for local client meetings and/or nationally for educational trainings and seminars What We Offer:
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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with 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 (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 Pet Insurance Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws.
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