RemoteLeaf Logo
Log in Sign up

Financial Planner (Franklin, TN)

2 weeks, 5 days 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 26

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

Similar Roles

Rithum

Financial Analyst

Rithum Internet Software & Services

Rithum is hiring a Financial Analyst to support financial planning, reporting, and cross-functional decision-making for its commerce network operations.

United States Full-time Junior Financial Analyst
$65k-$95k
ERP NetSuite Salesforce
1 hour, 1 minute ago
DoorDash

Corporate Development Manager

DoorDash 10K-50K Air Freight & Logistics

DoorDash is hiring a Manager of Corporate Development to help execute global acquisitions and investments that support the company’s strategic growth objectives.

United States Full-time Senior Financial Analyst
$153k-$225k
1 hour, 4 minutes ago
FOCUS PARTNERS

CFO Business Management

FOCUS PARTNERS 1-10 Professional Services

Focus Financial Partners is hiring a CFO, Business Management to lead finance for its GRF business management segment and broader business management network, overseeing planning, reporting, client billing, and strategic decision support to drive growth and value creation.

United States Full-time Lead Controller Financial Analyst
$275k-$300k
3 hours, 58 minutes ago
Clover Health

Director, Strategic Finance (Medicare Advantage)

Clover Health 251-1K Insurance

Clover Health is seeking a Director, Strategic Finance (Medicare Advantage) to lead financial planning, unit economics, and strategic decision support for its core insurance business.

United States Full-time Executive Financial Analyst
$150k-$225k
5 hours, 22 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers