Senior Financial Planner — Path to Advisor Growth

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

Benefits offered by this job

Company Paid Basic Life & AD&D

Company Paid Short-Term Disability

Company Paid Long-Term Disability

Supplemental Life & AD&D

Health Insurance Plans

Health Savings Account with company

Dental Plans

Vision Insurance

401(k) Retirement Plan

Paid Holidays

Job summary

Mercer Advisors is seeking a Senior Financial Planner I to join our Financial Planning Group. You will work with advisor teams to create customized, comprehensive financial plans for clients, supporting the end-client experience and coordinating across modules in eMoney, Morningstar, and Holistiplan.

This role rewards detail, structure, and strong communication, with travel up to 20% and base pay in the $72,250–$85,000 USD range.

Qualifications

• Bachelor's degree in Business, Economics, Accounting or Finance related
• CFP exam completed or holds relevant and approved advanced certification or degree, such as FPQP or Master's Degree in Financial Planning
• Client facing experience with at least 6 years relevant experience preferred
• Excellent verbal, written, analytical and organizational skills
• Fluency with 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
• Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Ability to work independently without close supervision managing and prioritizing deliverables
• Must be highly flexible and confidential with all matters
• Ability to travel up to 20% required

Responsibilities

• Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans
• Prepare comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using Excel tools
• Partner with advisor teams to deliver an exceptional client experience focusing on accuracy, timeliness, and accountability
• Use analytical and relationship management skills to uncover clients' needs and position the appropriate solution
• Collaborate with other groups to develop client strategies with relevant recommendations
• Keep current on wealth transfer, retirement, Social Security, and tax planning topics
• Dispense financial planning advice in supervised and unsupervised environments
• Deliver financial planning support that increases referrals and client retention
• Ensure adherence to company standards of client care, meetings, referrals and retention
• Co-present financial planning concepts with advisors
• Mentor, coach, and review output of other members of the Financial Planning Group
• Assist with creating and implementing procedures to improve efficiency and client experiences

Skills

Client facing experience

Analytical skills

Written communication

Time management

Education

Bachelor's degree

CFP exam or FPQP/master's degree in Financial Planning

Tools

Salesforce

eMoney

Morningstar

Orion Risk Intelligence

Holistiplan

SS Analyzer

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

Mercer Advisors is seeking a Senior Financial Planner I to join our Financial Planning Group. You will work with advisor teams to create customized, comprehensive financial plans for clients, supporting the end-client experience and coordinating across modules in eMoney, Morningstar, and Holistiplan.

This role rewards detail, structure, and strong communication, with travel up to 20% and base pay in the $72,250–$85,000 USD range.