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Job Summary:
- This role takes a leading role in driving financial planning success by maintaining unified processes and training.
- Oversees a team of planners and ensures effective delivery of financial plans.
Essential Job Functions:
- Develop and maintain unified financial planning processes for efficiency.
- Oversee training, mentoring, and day-to-day activities of the Financial Planning Group.
- Stay informed on industry trends and communicate changes to the organization.
Qualifications and Skills:
- Bachelor's degree required; CFP designation required.
- 10+ years in financial services with ultra-high net worth client experience.
- Strong public speaking and program implementation skills.
Benefits:
- Competitive base pay plus incentive compensation.
- Comprehensive health, dental, and vision plans with HSA contributions.
- Paid parental leave, 401(k) with match, and generous PTO and holidays.
Mercer Advisors
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. They serve over 42,800+ families across 110+ cities, are ranked #1 RIA firm by Barron's, and have a culture where more than half of employees and client-facing professionals are women.