Manager, Senior Financial Planner (Dallas, TX)

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

Benefits offered by this job

401(k) Retirement Plan

Comprehensive Benefits

Paid Holidays

Career Development

Job summary

Mercer Advisors is seeking a Senior Financial Planner I to join the Financial Planning Group. You will build comprehensive plans, partner with advisor teams, and deliver an exceptional client experience while developing planning capabilities.

Candidates should be detail-oriented, process-driven, and capable of working with a range of planning tools. Within this role you may travel up to 20% and will contribute to ongoing enhancements in client service and planning methodologies.

Qualifications

• Bachelor's degree in a related field; CFP/FPQP or equivalent advanced degree preferred.
• CFP exam passed or FPQP/master's in financial planning is required/strongly preferred.
• Minimum 6 years client-facing experience in financial services.

Responsibilities

• Support advisors through all planning stages: prep, updates, delivery, and implementation.
• Create comprehensive financial plans using eMoney and analyze portfolios with Morningstar/Orion.
• Collaborate with advisor teams to deliver accurate, timely client experiences.
• Uncover client needs and present suitable financial solutions.
• Mentor teammates and help improve planning procedures for efficiency.
• Travel up to 20% as needed for client meetings.

Skills

Client facing experience

Analytical skills

Organizational skills

Independent work

Communication skills

Education

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

CFP exam or FPQP or Master's in Financial Planning

Tools

MS Word

Excel

PowerPoint

Outlook

Salesforce

eMoney

Morningstar

Orion Risk Intelligence

Holistiplan

SS Analyzer

Job description

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere .

Job Summary:

Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In the Senior Financial Planner I role, you will work as part of our Financial Planning Group, in collaboration with our advisor teams to create customized and comprehensive financial plans for clients. This position is best for a candidate who is advancing towards an advisor role or enjoys supporting efforts around the end client experience.

To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills.

Essential Job Functions for the Senior Financial Planner I will include:

• Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation.
• This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel.
• Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future.
• Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs.
• Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.
• Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
• Dispense financial planning advice in both supervised and unsupervised environments.
• Deliver financial planning support that results in increased referrals and high client retention.
• Ensuring adherence to company standards of client care, meetings, referrals and retention.
• Co- present financial planning concepts and analysis 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 enhance client experiences.

Required Knowledge, Skills and Abilities:

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
• Passed the Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- 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

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time.

#LI-Hybrid

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$72,250 - $85,000 USD

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

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