Financial Planner (New York City)

Mercer Advisors is a leading independent financial advisory firm dedicated to helping families simplify and enhance their financial lives. They are seeking a Financial Planner to join their centralized team of paraplanners, responsible for creating comprehensive financial plans and collaborating with various specialists to provide exceptional client service.ResponsibilitiesPreparing financial plans for prospective and existing clients, including:Cash flow and spending plansInvestment analysisRetirement projectionsSocial Security analysisEducation funding analysisStock options analysisEstate planning analysisTax planningAsset protection and risk management needs analysisPartnering with sales teams and advisors to collect and review client documentation required for financial plan preparationUtilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plansCollaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timelinessWorking cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendationsStaying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planningAssisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processesSkillsBachelor's degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or FinanceCompletion of CFP® courseworkA minimum of one year of financial industry–related experience preferredProficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferredStrong verbal, written, analytical, and organizational skillsDemonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environmentCustomer service–oriented mindset; coachable and eager to learnHigh level of discretion and ability to maintain confidentialityFlexibility and adaptability in a fast-paced environmentAbility to travel up to 10%A minimum of one year of financial industry–related experience preferredProficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferredBenefitsCompany Paid Basic Life & AD&D InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.Kaiser Medical plans available in CaliforniaHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.Two comprehensive Dental PlansVision Insurance PlanDependent Care Savings Account for child and dependent care.14 Company Paid Holidays including a full week off at Thanksgiving.Generous paid time off program for vacation and sick daysEmployee Assistance PlanFamily Medical LeavePaid Parental Leave (8 weeks)Maternity 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.Adoption Assistance Reimbursement ProgramCompany 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 as well as an after-tax optionPet InsuranceCompany OverviewMercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.



Apply To This Job