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.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Sr. Financial Planner assists the Wealth Manager in reviewing, analyzing and delivering financial planning modules to clients. The Financial Planner is an integral team member and will work have a collaborative business approach and will work with team members in the Wealth Management and Sales teams.

Essential Job Functions for the Financial Planner will include:

Providing advanced planning support to Wealth Manager and Wealth Management leadership in the areas of investments, tax, pension, estate, insurance and general financial planning
Supporting in servicing clients by preparing for meetings, developing presentation materials and providing reviews and ad hoc reporting
Managing the financial planning workflow to support the Wealth Manager and Wealth Management leadership team commitments to clients and meet post client meeting delivery deadlines
Establishing and developing strong relationships with clients and participating in client meetings with Wealth Managers
Dispensing financial planning advice in both supervised and unsupervised environments
Delivering financial planning support that results in increased referrals and high client retention
Acting as a trusted advisor through preparation and delivery of advice to clients within the context of the Financial Planner’s knowledge and training
Collaborating with other team members and departments including Investments and Family Wealth Services (FWS)
Providing support and training to Wealth management service team and Associate Financial Planners
Ensuring adherence to company standards of client care, meetings, referrals and retention

Requirements:

Education:	· Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
Experience:	· Five plus years of advanced planning experience, including client facing experiences
Certifications:	· Certified Financial Planner (CFP) designation
Job Skills:	· Advanced knowledge of the industry · Knowledge of job skills as a Client Service Specialist, if internal employee · Excellent Client Focus · Continually seeks to enhance job knowledge; striving to expand skillset in the Wealth Advisor career path · Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software preferred · Technical and analytical training and experience in financial planning · Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment · Ability to work without close supervision managing and prioritizing deliverables · Must be highly flexible and confidential with all matters · Ability to travel up to 20% as required for local client meetings and/or nationally for educational trainings and seminars

Work Schedule: Monday through Friday, 8:00AM – 5:00PM.

Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs. Travel assumed up to 20% of the time.

Competencies:

Business & Technological Knowledge
Industry Experience	Advanced knowledge of the industry, financial products and financial planning concepts
Economic Landscape	Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Data/Financial Acumen	Advanced working knowledge of data and financial metrics relevant to the job
Business Ops - CSU	Strong working and core understanding of CSU Operations
SO's - FP	Advanced knowledge of financial planning concepts and Firm's services/offerings
Tech - FP	Mastery of Financial Planning software and comparison tools
Tech - Salesforce	Expert use of core technology
Core Tech/Platforms	Expert of all of the mechanics of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Docusign)
Tech - ENV	Oversees all Envestnet activities for the CSU
Compliance	Advanced working knowledge of compliance requirements
INTERPERSONAL EFFECTIVENESS
Teamwork & Collaboration	Role model for cross-Firm teamwork and collaboration
Work Environment	Role model positive work environment; builds appropriate rapport with other team members
Balancing Priorities	Balances competing priorities and manages time pressures with composure
Trustworthiness	Instills trust across the Firm as someone who can be counted on for honesty, integrity and reliability
Professional Presence	Confidently facilitates client and/or team meeting of appropriate role and demeanor in client and team meetings, internal trainings and business functions
Communications	Presents oral and written communications in a concise and well-organized form
CLIENT FOCUS & ACCOUNTABILITY
Client Service	Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Financial Planners and/or Wealth Advisors
Resource Coordination	Begins to establish internal resource channels needed to deliver high quality work on a timely basis
Growth Mindset	Learns the Firm's approach to business development
Quality	Demonstrates accountability for own work quality; checks with others to ensure accuracy
LEADERSHIP
Guiding Principles	Consistently demonstrates full commitment to Firm vision and values
Talent Development & Leadership	Proactively takes on new work; Formally involved in training, coaching and mentoring more junior employees; seeks new leadership opportunities
Innovation & Change Management	Seeks to expand capabilities of the company
Firm-building	May play a key role in the implementation of firm wide processes
Driving Results	Partners with Wealth Advisors to support achievement of KPI’s

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 & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings 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 your 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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@MercerAdvisors.com. Accommodations are made on a case-by-case basis.

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