Senior Financial Planner: Client-Focused Wealth Planning

Mercer Advisors; Portland (OR); On-site; USD 89,000 - 105,000; Full time

Benefits offered by this job

Health Insurance

401(k) with company match

Paid Holidays

Paid Time Off

Parental Leave

Life Insurance

Job summary

Mercer Advisors is seeking a Senior Financial Planner I to join our Financial Planning Group and collaborate with advisor teams to create customized financial plans for clients. You will work with eMoney, Orion, Morningstar, Holistiplan and other tools to deliver accurate planning and exceptional service.

You will be detailed, process-oriented, analytical and able to manage multiple priorities while traveling up to 20% to meet client needs and collaborate with cross-functional teams within

Qualifications

• Bachelor's degree in Business, Economics, Accounting or Finance related.
• CFP exam or advanced certification (FPQP or Master's in Financial Planning).
• Client facing experience with at least 6 years relevant experience preferred.
• Excellent verbal, written, analytical and organizational skills.
• MS Word, Excel, PowerPoint and Outlook; Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer).
• Technical and analytical training and experience in financial planning.
• Flexibility to manage multiple priorities and deadlines in a team.
• Ability to work independently with minimal supervision.
• Must be highly flexible and confidential.
• Ability to travel up to 20%.

Responsibilities

• Support advisors through all stages of planning and implement financial plans.
• Prepare comprehensive financial plans in eMoney and perform portfolio analysis.
• Collaborate with advisor teams to deliver an exceptional client experience.
• Uncover client needs and position appropriate solutions.
• Coordinate with Wealth Services to develop client strategies.
• Stay current on wealth transfer, retirement, Social Security, and tax planning.
• Deliver planning advice in supervised and unsupervised settings.
• Mentor and review outputs of other team members.
• Help create procedures to improve efficiency and client experience.

Skills

Analytical skills

Communication skills

Organizational skills

Team collaboration

Education

Bachelor's degree in Business, Economics, Accounting or Finance

CFP exam or advanced certification (FPQP or Master's in Financial Planning)

Tools

Salesforce

eMoney

Morningstar

Orion Risk Intelligence

Holistiplan

SS Analyzer

Job description

Mercer Advisors is seeking a Senior Financial Planner I to join our Financial Planning Group and collaborate with advisor teams to create customized financial plans for clients. You will work with eMoney, Orion, Morningstar, Holistiplan and other tools to deliver accurate planning and exceptional service.

You will be detailed, process-oriented, analytical and able to manage multiple priorities while traveling up to 20% to meet client needs and collaborate with cross-functional teams within