Mercer Advisors
Sr. Financial Planner (Dallas, TX)
Dallas - Park Cities · Senior
Sponsorship not specified$72k-$85kDetected 9 hours ago
ComplianceSalesforceAccountingExcelTaxCommunicationCollaborationOrganizational SkillsMicrosoft Office
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15Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
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About the role
- Financial planning is the foundation of Mercer Advisors.
- We believe that offering the correct investment advice requires a comprehensive financial plan.
- This position is best for a candidate who is advancing towards an advisor role or enjoys supporting efforts around the end client experience.
Responsibilities
- Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation.
- Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future.
- Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.
- Deliver financial planning support that results in increased referrals and high client retention.
Requirements
- To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills.
- Required Knowledge, Skills and Abilities:
- Passed the Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP® or Master's Degree in Financial Planning
- experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer).
Skills
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
- Client facing experience with at least 6 years relevant experience preferred
- Excellent verbal, written, analytical and organizational skills
- Technical and analytical training and experience in financial planning
- Ability to work independently without close supervision managing and prioritizing deliverables
- Must be highly flexible and confidential with all matters
- Ability to travel up to 20% required
Compensation
- $72,250 - $85,000 USD
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)
Company info
- Ensuring adherence to company standards of client care, meetings, referrals and retention.
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