Mercer Advisors
Mercer Advisors has worked with families to help them amplify and simplify their financial lives for 40 years. By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team, we proudly serve over 31,300 families in more than 90 cities across the U.S.
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.
Job Summary
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. 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. Essential Job Functions
Prepare financial plans for prospective and existing clients, including 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. Be fluent with financial planning tools (e.g., 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 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. 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. 3 years of 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 (e.g., 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. Benefits
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees' and their eligible dependents' health and welfare needs. 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. Two comprehensive Dental Plans. 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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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. 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. Essential Job Functions
Prepare financial plans for prospective and existing clients, including 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. Be fluent with financial planning tools (e.g., 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 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. 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. 3 years of 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 (e.g., 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. Benefits
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees' and their eligible dependents' health and welfare needs. 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. Two comprehensive Dental Plans. 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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