Financial Planner II - Remote

Overview

The Financial Planner II role at Mercer Advisors involves preparing comprehensive financial plans for clients, utilizing various financial tools and collaborating with advisors to enhance client experiences.

In Short

• Prepare financial plans for clients including investment and retirement analysis.
• Work with sales and advisors to process financial data.
• Fluency with financial planning tools such as eMoney and Morningstar.
• Collaborate with advisor teams to ensure a seamless client experience.
• Use analytical skills to identify client needs and propose solutions.
• Stay updated on financial planning topics and strategies.
• Assist in improving efficiency and client procedures.
• Must have a Bachelor’s degree and CFP® designation.
• 3 years of client-facing financial planning experience required.
• Ability to travel up to 20% of the time.

Requirements

• Bachelor's degree in Financial Planning, Business, or related field.
• CFP® designation or equivalent coursework required.
• Excellent verbal and written communication skills.
• Proficiency in MS Office and financial planning software.
• Ability to manage and prioritize multiple tasks independently.
• Flexibility and confidentiality in handling sensitive information.
• Travel requirement of up to 20%.

Benefits

• Company paid life and disability insurance.
• Multiple medical plan options and HSA contributions.
• Comprehensive dental and vision insurance plans.
• Generous paid time off and holidays.
• 401(k) retirement plan with company match.
• Paid parental leave and adoption assistance.
• Employee assistance programs and concierge services.