Mercer Advisors
Financial Planner (San Francisco Bay Area)
San Francisco
Sponsorship not specifiedDetected 42 days ago
ComplianceSalesforceCRMExcelTaxHRISCustomer SupportCommunicationAdaptabilityMicrosoft Office
About the role
- Financial planning is the foundation of Mercer Advisors.
- In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools.
- Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.
Responsibilities
- Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.
- Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.
Requirements
- Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.
- Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.
Nice to have
- This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.
- At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
- All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
- Bachelor's degree from an accredited institution
- preferred fields include Financial Planning, Business, Economics, Psychology, or Finance.
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.
- Strong verbal, written, analytical, and organizational skills.
- Customer service-oriented mindset; coachable and eager to learn.
- Flexibility and adaptability in a fast-paced environment.
- Ability to travel up to 10%.
- Knowledge, Skills, and Abilities:
Benefits
- 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
- Generous paid time off program for vacation and sick days
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Retirement projections
- Education funding analysis
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This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.