Financial Planner II

Mercer Advisors Inc.; Woodland Hills (KY); Hybrid; USD 89,000 - 105,000; Full time

Benefits offered by this job

Company Paid Holidays

401(k) with company match

Health insurance plans

Parental Leave

Job summary

Mercer Advisors is seeking an entry-level Financial Planner to support the Financial Planning Group in creating customized personal financial plans for clients nationwide.

You will prepare planning modules, analyze investments and taxes, and work with specialists in investments, tax, estate planning and insurance to ensure comprehensive planning.

Qualifications

• Bachelor's degree from an accredited institution; preferably in Financial Planning, Business, Economics, Psychology, or Finance.
• 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 is preferred.
• Excellent verbal, written, analytical and organizational skills.
• Ability to manage multiple priorities and deliver to tight deadlines in a team environment.
• Customer service orientation, coachability and eagerness to learn.
• Ability to travel up to 10%.

Responsibilities

• Prepare financial plans for prospective clients and existing clients, including spending, retirement, education funding, and tax planning analyses.
• Collaborate with sales and advisors to collect documents to build the financial plan.
• Utilize financial planning tools (eMoney, Morningstar, SS Analyzer, CRM, portfolio analysis) to create plans.
• Work with wealth advisor teams to deliver accurate, timely client experiences.
• Develop client strategies with other groups to include relevant recommendations.

Skills

MS Word

MS Excel

PowerPoint

Outlook

Salesforce

eMoney

SS Analyzer

CRM

Portfolio analysis

Tax planning

Education

Bachelor's degree

Tools

Morningstar

eMoney

SS Analyzer

CRM

Portfolio analysis

Job description

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology 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. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning.

You will prepare comprehensive financial planning modules, utilizing various software and proprietary tools. You will also work with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be passionate about financial planning. Desirable characteristics: self-motivation, flexibility, detail oriented, process-driven, analytical, and have a high degree of follow-through and strong communication skills.

Essential Job Functions for the Financial Planner will include:

• 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.

Required Knowledge, Skills and Abilities:

• 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%

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours 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 which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$89,250 - $105,000 USD

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. We offer the following:

• 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including 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 (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email [e-mail] . This inbox is for accommodation requests only.

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here .