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Hybrid Senior Financial Planner — Path to Advisor Role

$73.53k - $86.5k

Mercer-Advisors

Mercer-Advisors in San Francisco is seeking a detail-oriented Senior Financial Planner I to join the Financial Planning Group. You will work alongside advisors to create customized financial plans for clients, ensuring adherence to high standards. The ideal candidate will have knowledge of financial planning topics, excellent analytical and communication skills, and experience with various planning software. A bachelor's degree and CFP® certification are required. The role offers competitive benefits and a pay range of $73,525 - $86,500. #J-18808-Ljbffr Mercer-Advisors

Vacancy posted 5 days ago
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