Wealth Management Associate

6 days 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 and detail-oriented Financial Planner II to join our team.

Key Responsibilities:

  • Prepare comprehensive financial plans for clients, including investment analysis, retirement projections, and estate planning.
  • Work closely with advisors and clients to gather and process data, and to deliver high-quality financial planning analysis.
  • Develop and maintain expertise in financial planning tools and software, including eMoney, Morningstar, and SS Analyzer.
  • Partner with advisor teams to deliver exceptional client experiences, focusing on accuracy, timeliness, and accountability.
  • Use analytical and relationship management skills to uncover clients' needs and position the appropriate solutions to meet those needs.
  • Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations.
  • Stay current on financial planning topics, including wealth transfer strategies, complex retirement needs, and tax planning.
  • Present financial planning concepts and analysis to advisors and clients.
  • Assist in creating and implementing procedures to improve efficiency and enhance client experiences.

Requirements:

  • Bachelor's degree from an accredited institution, preferably in Financial Planning, Business, Economics, Psychology, or Finance.
  • Has met the educational requirements to sit for the Certified Financial Planner (CFP) exam or holds relevant and approved advanced certification, designation, or degree.
  • 3 years of client-facing financial planning experience.
  • Excellent verbal, written, analytical, and organizational skills.
  • Proficiency with MS Word, Excel, PowerPoint, and Outlook, as well as experience with Salesforce and financial planning software.
  • Ability to work independently, managing and prioritizing deliverables.
  • Highly flexible and confidential with all matters.
  • Ability to travel up to 20% required.

Work Schedule and Conditions:

This professional role requires availability during standard business hours, Monday through Friday, from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

This position may be in a professional office environment or a dedicated home office workspace, free of interruptions. Basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 20% of the time.

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:

  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Supplemental life and AD&D; short-term disability; accident; critical illness; and hospital indemnity insurance.
  • Three medical plans, including two high-deductible health plans and a traditional co-pay medical plan.
  • Health savings account (HSA) with company contributions on a per-pay-period basis if enrolled in either HDHP medical plan.
  • Two comprehensive dental plans.
  • Vision insurance plan.
  • Dependent care savings account for child and dependent care.
  • 14 company-paid holidays with a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days.
  • Employee assistance plan.
  • Family medical leave.
  • Paid parental leave (6 weeks).
  • Maternity benefits utilizing company-paid STD, any supplemental STD, plus parental leave (6 weeks) to provide time for recovery, baby bonding, and enjoying family time.
  • Adoption assistance reimbursement program.
  • Company-paid concierge services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges, and more.
  • 401(k) retirement plan with both traditional and Roth plans, with per-pay-period match.
  • Pet insurance.


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