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Job description
Job DescriptionJob Descriptionn
nWhy Work at Mercer Advisors?
nFor more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
nToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*
nMercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, footprint, we build our teams around exceptional talent — wherever they are.
nJoin us and help families amplify and simplify their financial lives with confidence.
n* 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 was paid for participation in the ranking, however, Mercer Advisors has paid a to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
nJob Summary:
nFinancial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In the Senior Financial Planner I role, you will work as part of our Financial Planning Group, in collaboration with our advisor teams to create customized and comprehensive financial plans for clients. This position is best for a candidate who is advancing towards an advisor role or enjoys supporting efforts around the end client experience.
nTo succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills.
nEssential Job Functions for the Senior Financial Planner I will include:
nnSupport advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation.
nThis includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel.
nPartner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future.
nUse exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs.
nCollaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.
nKeep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
nDispense financial planning advice in both supervised and unsupervised environments.
nDeliver financial planning support that results in increased referrals and high client retention.
nEnsuring adherence to company standards of client care, meetings, referrals and retention.
nCo- present financial planning concepts and analysis with advisors.
nMentor, coach, and review output of other members of the Financial Planning Group.
nAssist with creating and implementing procedures to improve efficiency and enhance client experiences.
n nRequired Knowledge, Skills and Abilities:
nnBachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
nPassed the Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP® or Master's Degree in Financial Planning
nClient facing experience with at least 6 years relevant experience
nExcellent verbal, written, analytical and organizational skills
nFluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer).
nTechnical and analytical training and experience in financial planning
nDemonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment
nAbility to work independently without close supervision managing and prioritizing deliverables
nMust be highly flexible and confidential with all matters
nAbility to travel up to 20% required
n nWork Schedule: This professional role requires availability during standard business hours of 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.
nWorking Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time.
n#LI-Hybrid
nActual 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 compensation programs.
n Base Pay Range $99,000—$116,500 USDn
Benefits:
nMercer 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:
nnCompany Paid Basic Life & AD&D Insurance
nCompany Paid Short-Term and Long-Term Insurance
nSupplemental Life & AD Short-Term ; Accident; Critical Illness; and Hospital Indemnity Insurance
nThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
nKaiser Medical plans available in California
nHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
nTwo comprehensive Dental Plans
nVision Insurance Plan
nDependent Care Savings Account for child and dependent care.
n14 Company Paid Holidays including a full week off at Thanksgiving.
nGenerous paid time off program for vacation and sick days
nEmployee Assistance Plan
nFamily Medical Leave
nPaid Parental Leave (8 weeks)
nMaternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
nAdoption Assistance Reimbursement Program
nCompany Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, children, life's challenges and more.
n401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
nPet Insurance
nPersonalized financial planning and guidance from Mercer Advisors professionals, offered at employee pricing
n nWe are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
nMercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
nIf you need an accommodation during the application or hiring process, please email This inbox is for accommodation requests only.
nFor information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights .
nIf you are a of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
n If you are a of Washington State, learn more about your rights under the Washington Fair Chance Acthere.n
Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.