Job Description
Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions.
Prepare financial plans for prospective and existing clients. This includes 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. Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis. Fluency with financial planning tools. Partner with advisor teams to deliver an exceptional client experience. Collaborate with other groups to develop client strategies. Keep current on financial planning topics. Assist with creating and implementing procedures to improve efficiency and enhance client experiences.
About Mercer Advisors
Mercer Advisors has worked with families to help them amplify and simplify their financial lives by integrating financial planning, investment management, tax, and more.