Financial Planning Associate - CFP Path to Wealth Advisory

Merceradvisors; Fort Collins (CO); On-site; USD 70,350 - 81,000; Full time

Benefits offered by this job

Company Paid Basic Life & AD&D Insurance

Health Savings Account (HSA) contributions

401(k) Retirement Plan

Paid Parental Leave (8 weeks)

Job summary

Mercer Advisors in Fort Collins, Colorado, is seeking a Financial Planning professional to prepare comprehensive financial planning modules using various software. The role emphasizes collaboration with investment, tax, and insurance specialists to deliver top-notch client experiences.

An ideal candidate should have a Bachelor's degree in relevant fields and CFP® coursework, along with strong analytical and communication skills. The position offers a salary range of $70,350 to $81,000.

Qualifications

• Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.
• Completion of CFP® coursework.
• A minimum of one year of financial industry–related experience preferred.

Responsibilities

• Prepare comprehensive financial planning modules using industry-leading software.
• Collaborate closely with in‑house specialists in various financial areas.
• Assist in the creation and implementation of workflows to improve efficiency.

Skills

Attention to detail

Analytical skills

Communication abilities

Self-motivation

Flexibility

Education

Bachelor’s degree in Financial Planning, Business, Economics, Psychology, or Finance

Completion of CFP® coursework

Tools

eMoney

Morningstar

Salesforce

MS Excel

CRM systems

Job description

Mercer Advisors in Fort Collins, Colorado, is seeking a Financial Planning professional to prepare comprehensive financial planning modules using various software. The role emphasizes collaboration with investment, tax, and insurance specialists to deliver top-notch client experiences.

An ideal candidate should have a Bachelor's degree in relevant fields and CFP® coursework, along with strong analytical and communication skills. The position offers a salary range of $70,350 to $81,000.