Financial Planning Analyst - Wealth Management
Mercer Advisors
Mercer Advisors, located in New York, is seeking a Financial Planning professional to join their team. This role focuses on creating comprehensive financial plans for clients, utilizing various financial tools and collaborating with sales teams for document preparation. Ideal candidates will have a degree in a relevant field, completed CFP® coursework, and strong skills in client interaction and financial management. The position comes with a competitive salary and extensive benefits including health plans, retirement options, and paid parental leave. #J-18808-Ljbffr
Vacancy posted 4 days ago
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