Senior Financial Planner — Client Wealth Strategy

Mercer Advisors; Dallas (TX); Hybrid; USD 72,000 - 85,000; Full time

Benefits offered by this job

401(k) Retirement Plan with match

Company Paid Life Insurance

Paid Holidays

Job summary

Mercer Advisors is seeking a Senior Financial Planner I to join our Financial Planning Group. You will develop comprehensive plans in collaboration with advisor teams to enhance the client experience and outcomes.

The role emphasizes detailed analysis, structured work, and strong communication to support wealth planning and client service standards. Flexibility for hybrid work and travel up to 20% is expected.

Qualifications

• Bachelor’s degree from an accredited institution (preferably Business, Economics, Accounting or Finance related).
• Passed the CFP® exam or holds FPQP® or Master’s Degree in Financial Planning or related advanced certification.
• Client facing experience with at least 6 years relevant experience.
• Fluency in MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer).
• Technical and analytical training and experience in financial planning.
• Ability to manage multiple priorities and tight deadlines in a team environment.

Responsibilities

• Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans.
• Prepare comprehensive financial plans in eMoney and perform portfolio analysis using Orion or Morningstar; tax planning with Holistiplan; use Excel for custom analyses.
• Collaborate with advisor teams to deliver an exceptional client experience with accuracy, timeliness, and accountability.
• Mentor, coach, and review output of other members of the Financial Planning Group.

Skills

Analytical skills

Communication

Organizational skills

Financial planning knowledge

Education

Bachelor's degree in Business/Economics/Accounting/Finance

Tools

Salesforce

eMoney

Morningstar

Orion Risk Intelligence

Holistiplan

SS Analyzer

Excel

Word

PowerPoint

Outlook

Job description

Mercer Advisors is seeking a Senior Financial Planner I to join our Financial Planning Group. You will develop comprehensive plans in collaboration with advisor teams to enhance the client experience and outcomes.

The role emphasizes detailed analysis, structured work, and strong communication to support wealth planning and client service standards. Flexibility for hybrid work and travel up to 20% is expected.