Why Work at Mercer Advisors?
For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*Mercer Advisors offers a distinct work environment that stands out in the financial industry.
Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.* 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 methodology here.
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. No heavy lifting over 10 lbs. Travel assumed up to 20% of the time.
Benefits:
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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with 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 (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
