Financial Planner (Scottsdale, AZ)

Mercer Advisors is a leading financial services firm dedicated to simplifying the financial lives of families. The Financial Planner role involves preparing comprehensive financial plans, collaborating with various specialists, and ensuring a seamless client experience through effective communication and analytical skills.

Responsibilities

• Preparing financial plans for prospective and existing clients, including:Cash flow and 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
• Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation
• Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans
• Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness
• Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations
• Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning
• Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes

Skills

• Bachelor's degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance
• Completion of CFP® coursework
• A minimum of one year of financial industry–related experience preferred
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred
• Strong verbal, written, analytical, and organizational skills
• Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment
• Customer service–oriented mindset; coachable and eager to learn
• High level of discretion and ability to maintain confidentiality
• Flexibility and adaptability in a fast-paced environment
• Ability to travel up to 10%
• A minimum of one year of financial industry–related experience preferred
• Experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance

Company Overview