Mercer Advisors
Overview
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, we 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 within the financial industry. Our 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, enabling us to assemble the best team possible. Join us and be part of a team dedicated to making a meaningful impact on the financial lives of families across the country. Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The ranking is based on metrics including size, growth, service quality, technology, succession planning, and others. No fee was paid for participation in the ranking, but Mercer Advisors paid a fee to Barron’s to use the ranking in marketing. Important information about the ranking criteria methodology is available here. 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. This position is suitable for a candidate who seeks to sharpen technical competency before advancing toward a client-facing advisor role or who is exploring various career paths of a financial planner. The planner will be exposed to advisors and clients to deliver comprehensive financial planning modules, using various software and proprietary tools, and working with in-house specialists in investments, tax, estate planning, and insurance solutions. Success requires being detail and process-oriented, analytical, with strong follow-through and communication skills. 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. Fluency 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 analytical and relationship management skills to uncover clients’ needs and position appropriate solutions. Collaborate with other groups within Family Wealth Services and Investments to develop client strategies with relevant and specific recommendations for each client. Stay 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) CFP designation or S65 with 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 (eMoney, Morningstar, SS Analyzer, portfolio analysis) Ability to work independently, managing and prioritizing deliverables Highly flexible and able to maintain confidentiality Ability to travel up to 20% Work Schedule
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, hours may include early or late times to meet business tasks and deadlines for external and internal client needs. Working Conditions
This position may be in a professional office environment or a dedicated home office workspace free of interruptions. Basic technology will be provided. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel up to 20% of the time. 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 medical plans including two High Deductible Health Plans and a Traditional Co-Pay plan Health Savings Account (HSA) with company contributions Vision Insurance Dependent Care Savings Account 14 Company Paid Holidays Generous paid time off for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Adoption Assistance Reimbursement Concierge Services for caregiving needs 401(k) with Traditional and Roth plans and company match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. 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. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer’s California Consumer Privacy Policy here.
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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, we 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 within the financial industry. Our 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, enabling us to assemble the best team possible. Join us and be part of a team dedicated to making a meaningful impact on the financial lives of families across the country. Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The ranking is based on metrics including size, growth, service quality, technology, succession planning, and others. No fee was paid for participation in the ranking, but Mercer Advisors paid a fee to Barron’s to use the ranking in marketing. Important information about the ranking criteria methodology is available here. 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. This position is suitable for a candidate who seeks to sharpen technical competency before advancing toward a client-facing advisor role or who is exploring various career paths of a financial planner. The planner will be exposed to advisors and clients to deliver comprehensive financial planning modules, using various software and proprietary tools, and working with in-house specialists in investments, tax, estate planning, and insurance solutions. Success requires being detail and process-oriented, analytical, with strong follow-through and communication skills. 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. Fluency 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 analytical and relationship management skills to uncover clients’ needs and position appropriate solutions. Collaborate with other groups within Family Wealth Services and Investments to develop client strategies with relevant and specific recommendations for each client. Stay 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) CFP designation or S65 with 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 (eMoney, Morningstar, SS Analyzer, portfolio analysis) Ability to work independently, managing and prioritizing deliverables Highly flexible and able to maintain confidentiality Ability to travel up to 20% Work Schedule
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, hours may include early or late times to meet business tasks and deadlines for external and internal client needs. Working Conditions
This position may be in a professional office environment or a dedicated home office workspace free of interruptions. Basic technology will be provided. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel up to 20% of the time. 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 medical plans including two High Deductible Health Plans and a Traditional Co-Pay plan Health Savings Account (HSA) with company contributions Vision Insurance Dependent Care Savings Account 14 Company Paid Holidays Generous paid time off for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Adoption Assistance Reimbursement Concierge Services for caregiving needs 401(k) with Traditional and Roth plans and company match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. 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. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer’s California Consumer Privacy Policy here.
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