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Wealth Strategist I

1 hour, 20 minutes ago
United States
Full-time
Junior
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 7

Description

  • Develop high-quality draft financial plans that clearly communicate Mercer Advisors’ planning approach and value proposition.
  • Create financial plan components including eMoney plans, net worth statements, cash flow analyses, investment analyses, tax analyses, insurance analyses, and retirement plan optimizations.
  • Assess prospective clients’ financial situations and provide initial planning diagnoses and recommendations to Regional Vice Presidents and Wealth Advisors.
  • Collaborate with advisors and other team members to support prospect meetings and planning discussions.
  • Participate in department-wide and firmwide initiatives focused on process improvement, automation, and scalability of financial planning deliverables.
  • Maintain and deepen planning expertise through internal training, external education, industry participation, and self-study.
  • Perform additional duties as needed to support the planning and advisory teams.

Requirements

  • Series 65 license or ability to obtain it within the required timeframe.
  • 1–2 years of direct financial planning experience.
  • Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
  • Excellent attention to detail and follow-through.
  • Proficiency in Microsoft Office, including Excel, PowerPoint, Word, and Outlook.
  • CFP® designation or certifications preferred.
  • Experience with eMoney and other financial planning software preferred.
  • Familiarity with tax, investment, and financial research tools preferred.
  • Experience supporting advisors in a client-facing or prospecting capacity preferred.

Benefits

  • Base pay range of $68,000–$80,000 USD.
  • Eligibility 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 coverage options including three Cigna 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.
  • Paid parental leave for 8 weeks.
  • 401(k) retirement plan with Traditional and Roth options, employer match, and an after-tax option.

Interested in this position?

Apply directly on the company website

Apply Now

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