Senior Financial Planner — Holistic Wealth Strategy

Mercer Advisors; San Francisco (CA); Hybrid; USD 86,000 - 101,000; Full time

Benefits offered by this job

401(k) with company match

Dental & Vision plans

Paid holidays

Parental Leave

Life and Disability Insurance

Job summary

Mercer Advisors is seeking a Senior Financial Planner I in the San Francisco area to join our Financial Planning Group. You will work with advisor teams to craft customized financial plans, leveraging eMoney, Morningstar, and other planning tools to deliver accurate, timely solutions for clients.

The role emphasizes detailed planning, strong communication, and collaboration across Wealth Services. Travel up to 20% is expected; a base pay range is provided with eligibility for incentive programs.

Qualifications

• Bachelor’s degree required or equivalent in finance-related field.
• CFP exam passed or relevant advanced certification/degree.
• 6+ years of client-facing experience preferred.
• Strong written and verbal communication, organizational skills.

Responsibilities

• Assist in preparing and delivering comprehensive financial plans.
• Collaborate with advisor teams to enhance client experience.
• Utilize eMoney, Morningstar, and other tools for plan analysis.
• Identify client needs and propose appropriate financial solutions.
• Support planning processes to improve efficiency and client retention.

Skills

Client facing

Analytical skills

Communication

Financial planning software

Education

Bachelor’s degree

CFP exam or equivalent

Tools

eMoney

Morningstar

Orion Risk Intelligence

Holistiplan

SS Analyzer

Salesforce

Job description

Mercer Advisors is seeking a Senior Financial Planner I in the San Francisco area to join our Financial Planning Group. You will work with advisor teams to craft customized financial plans, leveraging eMoney, Morningstar, and other planning tools to deliver accurate, timely solutions for clients.

The role emphasizes detailed planning, strong communication, and collaboration across Wealth Services. Travel up to 20% is expected; a base pay range is provided with eligibility for incentive programs.