Financial Planner

Job Description

Job Description

Why Work at Mercer Advisors?

For 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 :

The Sr. Financial Planner assists the Wealth Manager in reviewing, analyzing and delivering financial planning modules to clients. The Financial Planner is an integral team member and will work have a collaborative business approach and will work with team members in the Wealth Management and Sales teams.

Essential Job Functions for the Financial Planner will include :

Requirements : Education :

Experience :

Certifications :

Job Skills :

Work Schedule : Monday through Friday, 8 : 00AM – 5 : 00PM.

Working Conditions : Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs. Travel assumed up to 20% of the time.

Competencies :

Business & Technological Knowledge

Industry Experience

Advanced knowledge of the industry, financial products and financial planning concepts

Economic Landscape

Advanced knowledge of the economic landscape / general understanding of impact on the Firm and clients

Data / Financial Acumen

Advanced working knowledge of data and financial metrics relevant to the job

Business Ops - CSU

Strong working and core understanding of CSU Operations

SO's - FP

Advanced knowledge of financial planning concepts and Firm's services / offerings

Tech - FP

Mastery of Financial Planning software and comparison tools

Tech - Salesforce

Expert use of core technology

Core Tech / Platforms

Expert of all of the mechanics of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Docusign)

Tech - ENV

Oversees all Envestnet activities for the CSU

Compliance

Advanced working knowledge of compliance requirements

INTERPERSONAL EFFECTIVENESS

Teamwork & Collaboration

Role model for cross-Firm teamwork and collaboration

Work Environment

Role model positive work environment; builds appropriate rapport with other team members

Balancing Priorities

Balances competing priorities and manages time pressures with composure

Trustworthiness

Instills trust across the Firm as someone who can be counted on for honesty, integrity and reliability

Professional Presence

Confidently facilitates client and / or team meeting of appropriate role and demeanor in client and team meetings, internal trainings and business functions

Communications

Presents oral and written communications in a concise and well-organized form

CLIENT FOCUS & ACCOUNTABILITY

Client Service

Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Financial Planners and / or Wealth Advisors

Resource Coordination

Begins to establish internal resource channels needed to deliver high quality work on a timely basis

Growth Mindset

Learns the Firm's approach to business development

Quality

Demonstrates accountability for own work quality; checks with others to ensure accuracy

LEADERSHIP

Guiding Principles

Consistently demonstrates full commitment to Firm vision and values

Talent Development & Leadership

Proactively takes on new work; Formally involved in training, coaching and mentoring more junior employees; seeks new leadership opportunities

Innovation & Change Management

Seeks to expand capabilities of the company

Firm-building

May play a key role in the implementation of firm wide processes

Driving Results

Partners with Wealth Advisors to support achievement of KPI's

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 :

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.

If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@MercerAdvisors.com. Accommodations are made on a case-by-case basis.

Applicants have rights under federal employment laws :

U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.

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