Director of Financial Planning

3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Mercer Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base Pay Range $120,000.00/yr - $150,000.00/yr 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 Job Summary The Sr. Wealth Advisor, Director works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors to support the team’s region-wide business development and client service effor Responsibilities ude:Functioning as the primary trusted advisor to the firm's high net worth cli entsEnsuring retention of the firm’s clients as well as generating refer ralsSupporting the team's Regional Vice Presidents and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial plan ningAnalyzing, drafting, editing, delivering, and presenting financial planning modules to cli entsManaging client communications and follow-up with clients’ other advi sorsEnsuring adherence to company standards of client care, meetings, referrals and reten tionAttending company workshops or lectures and speak to groups of potential clients when called uponImplementing company policies and proced uresOther duties as ne Leadership & Management Minimum Re Required Knowledge, Skills and Abilities ation:Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree rience:Fifteen plus years of job-related exp erience Certifi cations:Certified Financial Planner (CFP) designation; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be co b Skills:Strong knowledge of and the ability to present investment, finance, insurance, and tax planning conceptsHas achieved core knowledge of job skills; may spend 50% or more time on Financial PlanningExcellent Client Focus and client-oriented position, but sales aptitude and experience is also highl y desiredContinually seeks to enhance job knowledge, learn quickly and ef ficientlyMust be a humble, entrepreneurial, hardworking team player with a positive “can do” attitudeProficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software preferredTechnical and analytical training and experience in financial planningDemonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team en vironmentAbility to work without close supervision managing and prioritizing del iverablesMust be highly flexible and confidential with al l mattersAbility to travel up to 50% as required for local and national client meetings; plus, to national educational trainings and seminars as needed Competencies ExperienceAdvanced knowledge of the industry, financial products, and financial planni c LandscapeAdvanced knowledge of the economic landscape/general understanding of impact on the Firm and clientsBusines s Ops - CSUStrong working/core understanding of CSU Operation sSO's - FWSCan generate and review performance reports and present recommendations to client relations hip manag erSO’s - FPAdvanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clientsWealth ManagementStrong core understanding of our investments and ISG; perform asset allocation and analysis for portfolio reviews/investment research; Can prepare reports to illustrate trends and possible risks of various investment op portunitiesCore Tec h/PlatformsExpert use of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Salesforce , Docusign )ComplianceComprehensive understanding of compliance r Seniority Level Director Employment Type Full-time Job Function Management, Finance, and Consulting Salary Average annual salary range for this position across our locations is: $120,000 to $150,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compe Work Schedule Business hours Monday through Friday, additional hours as required in an exempt and leadership role with the organization. Working Conditions Professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Travel assumed at up to 50% of the time for client needs and/or required internal or ext #J-18808-Ljbffr