Wealth Planning Specialist (CFP)

Mercer Advisors; McLean (VA); On-site; USD 68,000 - 80,000; Full time

Benefits offered by this job

Life Insurance

Disability Insurance

Health Insurance

401(k) with match

Paid Holidays

Paid Time Off

Parental Leave

Tuition / CFP support

Job summary

Mercer Advisors in McLean, VA is seeking a Financial Planning Associate to join the centralized Financial Planning Group that supports Wealth Management Teams nationwide.

You will analyze client data, build comprehensive financial plans, and collaborate with investments, tax, estate planning, and insurance specialists. A CFP background and familiarity with planning software are preferred; strong attention to detail and communication are essential.

Qualifications

• Bachelor’s degree in a related field; CFP coursework preferred.
• Completion of CFP coursework and familiarity with planning software.
• 1 year of financial industry experience preferred.
• Proficiency in MS Word, Excel, PowerPoint, and Outlook; Salesforce familiarity preferred.
• Strong verbal, written, analytical, and organizational skills.

Responsibilities

• Prepare financial plans for prospective and existing clients, including cash flow, investment and retirement analyses.
• Collaborate with sales teams and advisors to collect client documentation for plan prep.
• Utilize planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM, and portfolio analysis tools.
• Deliver accurate, timely client plans and coordinate with investments, tax, estate planning, and insurance teams.
• Stay current on planning topics and help improve workflow efficiency.

Skills

Bachelor’s degree

CFP coursework

Strong communication

Education

Bachelor's degree in Financial Planning, Business, Economics, Psychology, or Finance

CFP coursework completed

Tools

eMoney

Morningstar

SS Analyzer

Excel

CRM systems (Salesforce)

Portfolio analysis tools

Tax planning tools

Job description

Mercer Advisors in McLean, VA is seeking a Financial Planning Associate to join the centralized Financial Planning Group that supports Wealth Management Teams nationwide.

You will analyze client data, build comprehensive financial plans, and collaborate with investments, tax, estate planning, and insurance specialists. A CFP background and familiarity with planning software are preferred; strong attention to detail and communication are essential.