Senior Financial Planning Professional
1 week ago
Mercer Advisors is a leading wealth management firm dedicated to providing comprehensive financial solutions to clients nationwide.
Salary$85,000 - $110,000 per year, depending on experience and qualifications.
Job DescriptionThis Senior Financial Planning Professional will play a crucial role in supporting the company's financial planning team by preparing customized financial plans for prospective and existing clients. The ideal candidate will have excellent analytical and communication skills, with the ability to work independently and manage multiple priorities.
Key Responsibilities:- Prepare comprehensive financial plans that incorporate spending analysis, investment strategies, retirement projections, and tax planning.
- Collaborate with sales teams and advisors to gather data and develop client strategies.
- Analyze complex financial data using various software tools, including eMoney, Morningstar, and SS Analyzer.
- Develop strong relationships with clients and internal stakeholders to deliver exceptional service and support.
To be successful in this role, you will need:
- A bachelor's degree in finance, accounting, or a related field.
- At least 3 years of experience in financial planning or a related field.
- Excellent analytical, communication, and interpersonal skills.
- Proficiency in MS Office, particularly Excel, Word, and PowerPoint.
- Experience with financial planning software, such as eMoney and Morningstar.
Mercer Advisors offers a comprehensive benefits package, including:
- Company-paid basic life insurance and AD&D insurance.
- Short-term and long-term disability insurance.
- A 401(k) retirement plan with company match.
- Generous paid time off program.
- Employee assistance program.
This role requires a standard business hours schedule, Monday through Friday, 8am-5pm, with occasional flexibility to meet business needs.
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