Financial Planner II

1 day ago


Des Moines, Iowa, United States Mercer Advisors Full time
Job Summary:

Mercer Advisors is a leading wealth management firm that provides comprehensive financial planning services to individuals and families. We are seeking a highly skilled Financial Planner II to join our team.

Key Responsibilities:
  • Prepare financial plans for clients, including spending plans, investment analysis, retirement projections, and estate planning.
  • Work with advisors and clients to gather and process data to prepare financial planning analysis.
  • Develop and maintain relationships with clients to understand their financial goals and objectives.
  • Collaborate with other teams within the firm to develop client strategies and provide recommendations.
  • Stay up-to-date on financial planning topics, including wealth transfer strategies, complex retirement needs, and tax planning.
Requirements:
  • Bachelor's degree in a related field, such as finance, accounting, or business.
  • 3+ years of experience in financial planning or a related field.
  • Excellent analytical, communication, and interpersonal skills.
  • Proficiency in financial planning software and tools.
What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A collaborative and dynamic work environment.

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