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Director of Financial Planning, Ascend & Regis

3 weeks, 2 days ago
United States
Full-time
Lead
Financial Analyst
Finance and Accounting
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 19

Description

  • Develop and maintain unified financial planning processes that improve efficiency for UHNW client service teams.
  • Oversee the day-to-day activities, training, and development of members of the centralized Financial Planning Group.
  • Collect, codify, and share best practices related to financial planning production.
  • Develop and maintain a playbook for financial plan development and delivery.
  • Modify internal systems to support and enhance the financial planning experience.
  • Lead, mentor, coach, and manage a team of planners delivering financial plans.
  • Build strong relationships with wealth management team members supporting the UHNW financial planning process.
  • Develop and maintain training programs for wealth management teams on financial planning delivery and supporting tools.
  • Monitor industry trends, regulations, and planning issues and communicate relevant changes to the organization.
  • Create visibility for Mercer Advisors by producing collateral and serving as a thought leader internally and in the industry.

Requirements

  • Bachelor’s degree required.
  • 10+ years of successful experience in the financial services industry.
  • CFP® (Certified Financial Planner) designation required.
  • Additional credentials preferred.
  • Experience creating content and deliverables in high-volume, fast-paced environments.
  • Proven success working with ultra-high-net-worth clients and complex financial planning situations.
  • Experience identifying advisor, partner, and prospect needs through investigative questioning and solution-oriented discussions.
  • Proficiency in public speaking to clients, prospective clients, advisors, and large groups.
  • Proven record of creating and implementing new programs and ideas across an organization.
  • Deep understanding of the financial planning profession with a forward-looking mindset.
  • Strong understanding of the business development environment, including channel partners.
  • Comprehensive knowledge of industry, financial planning, and investment management topics.
  • Excellent communication, presentation, listening, and analytical skills.
  • Strong attention to detail and exceptional follow-through.
  • Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint.
  • Established and active industry network.
  • Availability to work Monday through Friday, 8:00 AM to 5:00 PM.
  • Ability to work in a professional office environment and travel up to 10% of the time.

Benefits

  • Base salary range of $150,000 to $175,000 USD.
  • Eligibility to earn incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including Cigna medical plans and Kaiser plans in California.
  • Health savings account with company contributions when enrolled in an HDHP.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Employee Assistance Plan and paid parental leave for 8 weeks.
  • 401(k) retirement plan with Traditional and Roth options, employer match, and after-tax option.
  • Pet insurance and personalized financial planning services at preferred employee pricing.

Interested in this position?

Apply directly on the company website

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