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Financial Planner (Franklin, TN)

1 hour, 21 minutes ago
United States
Full-time
Entry Level
Financial Analyst
Finance and Accounting
CRM Salesforce
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 16

Description

  • Prepare comprehensive financial plans for prospective and existing clients across spending, investments, retirement, Social Security, education funding, stock options, estate planning, tax planning, asset protection, and risk management.
  • Collect and analyze client documents with sales and advisor teams to support financial plan development.
  • Use financial planning software and proprietary tools to build and update client plans.
  • Partner with sales and wealth advisor teams to deliver accurate and timely client experiences.
  • Collaborate with internal specialists across investments, tax, estate planning, insurance, Family Wealth Services, and other teams to develop client strategies and recommendations.
  • Stay current on financial planning topics such as cash management, wealth transfer, complex retirement needs, Social Security, and tax planning.
  • Help create and implement workflows and procedures that improve efficiency and standardize team processes.

Requirements

  • Bachelor's degree from an accredited institution, preferably in Financial Planning, Business, Economics, Psychology, or Finance.
  • Has begun CFP® coursework.
  • At least 1 year of financial-industry-related experience preferred.
  • Proficiency with MS Word, Excel, PowerPoint, and Outlook.
  • Experience with Salesforce and financial planning software such as eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools preferred.
  • Excellent verbal, written, analytical, and organizational skills.
  • Ability to manage multiple priorities and deliver to tight deadlines in a team environment.
  • Customer service orientation, coachability, eagerness to learn, and flexibility.
  • Must handle confidential matters appropriately.
  • Ability to travel up to 10%.

Benefits

  • Base salary range of $68,000 to $80,000 USD.
  • Eligible for 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 HSA contributions for eligible HDHP participants.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave of 8 weeks, plus family medical leave and adoption assistance.
  • 401(k) retirement plan with Traditional and Roth options, company match, and an after-tax option.
  • Employee assistance program and concierge services for caregiving and life-support needs.
  • Pet insurance and personalized financial planning at preferred employee pricing.

Interested in this position?

Apply directly on the company website

Apply Now

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