Senior Financial Planner - Remote

Overview

The Senior Financial Planner role at Mercer Advisors involves creating customized financial plans for clients, ensuring a seamless client experience, and supporting advisor teams.

In Short

• Collaborate with advisors to prepare and implement financial plans.
• Utilize financial software like eMoney and Morningstar for portfolio analysis.
• Focus on delivering exceptional client service and accuracy.
• Stay updated on financial planning topics and strategies.
• Mentor junior team members and improve processes.
• Engage in client relationship management.
• Work independently and manage multiple priorities.
• Travel up to 20% may be required.
• Flexible working arrangements available.
• Competitive benefits package offered.

Requirements

• Bachelor's degree in Business, Economics, Accounting, or Finance.
• CFP® designation or equivalent certification required.
• 6+ years of client-facing experience preferred.
• Strong verbal, written, and analytical skills.
• Proficiency in MS Office and financial planning software.
• Ability to work under tight deadlines and manage priorities.
• Demonstrated flexibility and confidentiality in work.
• Ability to work independently with minimal supervision.
• Willingness to travel as necessary.

Benefits

• Company Paid Life and Disability Insurance.
• Multiple medical plan options.
• 401(k) Retirement Plan with company match.
• Generous paid time off and holidays.
• Employee Assistance Plan and Family Medical Leave.
• Paid Parental Leave and Adoption Assistance.
• Pet Insurance and Concierge Services.
• Health Savings Account with company contributions.
• Comprehensive Dental and Vision Insurance.
• Flexible working environment.