Entry-Level Financial Planner: Growth & Impact

Mercer-Advisors; Los Angeles (CA); On-site; USD 89,000 - 105,000; Full time

Benefits offered by this job

Health benefits

Job summary

Mercer Advisors is seeking an entry-level Financial Planner in Woodland Hills/Los Angeles, CA. The role supports a centralized team that prepares comprehensive personal financial plans, collaborates with investment, tax, estate, and insurance specialists, and assists with data management and workflow optimization.

You will gain technical competency with planning tools, work with Wealth Management teams nationwide, and contribute to an excellent client experience.

Qualifications

• Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related)
• At least 1 year of financial industry related experience preferred
• Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred
• Excellent verbal, written, analytical and organizational skills
• Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Candidate must have customer service orientation, be coachable, and be eager to learn
• Must be highly flexible and confidential with all matters
• Ability to travel up to 10%

Responsibilities

• Prepare financial plans for prospective clients, as well as 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 the sales team and advisors to collect documents from clients to prepare the financial plan
• Use financial planning tools (ex: eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients
• Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness
• 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, cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning
• Assist with creating and implementation of workflows and procedures to improve efficiency and enhance one team procedures and processes

Skills

Communication skills

Analytical skills

Organizational skills

Flexibility

Education

Bachelor's degree

Tools

MS Word

Excel

PowerPoint

Outlook

Salesforce

eMoney

SS Analyzer

CRM

Portfolio analysis

Tax planning

Job description

Mercer Advisors is seeking an entry-level Financial Planner in Woodland Hills/Los Angeles, CA. The role supports a centralized team that prepares comprehensive personal financial plans, collaborates with investment, tax, estate, and insurance specialists, and assists with data management and workflow optimization.

You will gain technical competency with planning tools, work with Wealth Management teams nationwide, and contribute to an excellent client experience.