Financial Planner (Newport Beach, CA)

Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. This role focuses on document analysis, data management, financial plan construction, ongoing maintenance, and implementation. It offers an excellent opportunity for individuals seeking strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor. Essential Job Functions Preparing financial plans for prospective and existing clients, including cash flow and spending plans, investment analysis, Social Security analysis, education funding analysis, stock options analysis, estate planning analysis, tax planning, and asset protection and risk management needs analysis. Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation. Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans. Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness. Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations. Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning. Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes. Knowledge, Skills, and Abilities 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. Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred. Strong verbal, written, analytical, and organizational skills. Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment. Customer service–oriented mindset; coachable and eager to learn. High level of discretion and ability to maintain confidentiality. Flexibility and adaptability in a fast-paced environment. Ability to travel up to 10%. Work Schedule Standard business hours Monday through Friday, 8 AM – 5 PM. Early or late hours may be required to meet business tasks and deadlines for external and internal client needs. Working Conditions Position can be performed in a professional office environment or a dedicated home office workspace that is free of interruptions. Basic technology needs will be provided to satisfy position requirements. Routine sitting and standing for periods of time; no heavy lifting over 10 lbs. Compensation Base pay range: $80,000 – $90,000 USD. Base pay is based on geographic location, experience, education, skills, and licenses/certifications. Eligibility for incentive compensation through Mercer Advisors’ incentive compensation programs. Benefits Company-paid basic life & AD&D insurance; 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 plan offerings including two high deductible health plans and a traditional co-pay medical plan. Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. Vision insurance plan. Dependent Care Savings Account for child and dependent care. 14 company-paid holidays including a full week off at Thanksgiving. Generous paid time off program for vacation and sick days. Employee Assistance Plan. Family Medical Leave. Paid parental leave (8 weeks). Maternity benefits utilizing company-paid STD, any supplemental STD, plus parental leave (8 weeks) to provide time for recovery, baby bonding, and enjoying family time. Adoption assistance reimbursement program. Company-paid concierge services for life’s challenges. 401(k) retirement plan with traditional and Roth plans and per-pay-period match plus after-tax option. Pet insurance. Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing. Accommodation If you need an accommodation during the application or hiring process, please email View email address on click.appcast.io. This inbox is for accommodation requests only. Equal Employment Opportunity Statement Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. #J-18808-Ljbffr Mercer-Advisors