Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor. In this role, you will prepare comprehensive financial planning modules using a variety of industry‑leading software and proprietary tools, collaborating closely with in‑house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires genuine passion for financial planning, self‑motivation, flexibility, strong attention to detail, a process‑driven mindset, analytical skills, high follow‑through, and excellent communication abilities. Essential Job Functions Preparing financial plans for prospective and existing clients, including: Cash flow and spending plans Investment analysis Retirement projections Social Security analysis Education funding analysis Stock options analysis Estate planning analysis Tax planning Asset protection and risk management needs analysis Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation. Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans. Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness. Working cross‑functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations. Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning. Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes. Knowledge, Skills, and Abilities Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance. Completion of CFP® coursework. A minimum of one year of financial industry‑related experience preferred. Proficiency 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) preferred. Strong verbal, written, analytical, and organizational skills. Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team‑oriented environment. Customer service‑oriented mindset; coachable and eager to learn. High level of discretion and ability to maintain confidentiality. Flexibility and adaptability in a fast‑paced environment. Ability to travel up to 10%. Work Schedule This professional role requires availability during standard business hours of Monday through Friday from 8 AM to 5 PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non‑exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30‑minute unpaid lunch period. Working Conditions This position may be in a professional office environment or a dedicated home office workspace that is free of interruptions. Whether the position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. The role routinely involves sitting and standing for periods of time. No heavy lifting over 10 lbs. Compensation Actual base pay within this range will be based on a variety of factors, including but not limited to 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. Base Pay Range: $81,600 – $96,000 USD. Benefits 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 Cigna medical plans including two High Deductible Health Plans and a Traditional Co‑Pay medical plan Kaiser Medical plans available in California Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks) Maternity benefits utilizing company paid STD, supplemental STD, and Parental Leave to provide time for recovery, baby bonding, and family time Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for a spectrum of caring needs for 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 option Pet Insurance Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing Equal Opportunity Mercer 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. If you need an accommodation during the application or hiring process, please email This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E‑Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy. We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. #J-18808-Ljbffr