Mercer Advisors

Senior Financial Planner (San Francisco Bay Area)

San Francisco · Senior

Sponsorship not specified$86k-$101kDetected 21 days ago

ComplianceSalesforceAccountingExcelTaxCommunicationCollaborationOrganizational SkillsMicrosoft Office

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.

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.

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).

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

$85,850 - $101,000 USD
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.
This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
Base Pay Range

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

Ensuring adherence to company standards of client care, meetings, referrals and retention.

This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.