Financial Planning Associate — Wealth Management

Merceradvisors; Los Angeles (CA); On-site; USD 81,600 - 96,000; Full time

Benefits offered by this job

Company Paid Life & AD&D Insurance

Short-Term and Long-Term Disability Insurance

401(k) Retirement Plan with company match

Job summary

Mercer Advisors in Los Angeles is seeking a Financial Planner to join their Financial Planning Group. This role involves preparing comprehensive financial plans utilizing industry-leading software and collaborating with in-house specialists in various areas. Ideal candidates will have a bachelor’s degree in a relevant field, with a strong emphasis on analytical and communication skills.

The position offers competitive pay, benefits including health insurance, and opportunities for career advancement within a dynamic team.

Qualifications

• Minimum of one year of financial industry–related experience preferred.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Demonstrated ability to manage multiple priorities.

Responsibilities

• Prepare financial plans for clients including cash flow and investment analysis.
• Collaborate with sales teams and advisors to ensure seamless client experience.
• Utilize financial planning tools to develop client financial plans.

Skills

Analytical Skills

Communication Abilities

Attention to Detail

Client Service Orientation

Education

Bachelor’s degree in Financial Planning, Business, Economics, or related field

Completion of CFP® coursework

Tools

eMoney

Morningstar

Salesforce

Portfolio Analysis Tools

Job description

Mercer Advisors in Los Angeles is seeking a Financial Planner to join their Financial Planning Group. This role involves preparing comprehensive financial plans utilizing industry-leading software and collaborating with in-house specialists in various areas. Ideal candidates will have a bachelor’s degree in a relevant field, with a strong emphasis on analytical and communication skills.

The position offers competitive pay, benefits including health insurance, and opportunities for career advancement within a dynamic team.