Senior Financial Planner (Newport Beach, San Diego, Los Angeles, CA)

Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.Join us and help families amplify and simplify their financial lives with confidence.Job Summary:Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In the Senior Financial Planner I role, you will work as part of our Financial Planning Group, in collaboration with our advisor teams to create customized and comprehensive financial plans for clients. This position is best for a candidate who is advancing towards an advisor role or enjoys supporting efforts around the end client experience.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.Essential Job Functions for the Senior Financial Planner I will include:Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation.This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel.Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future.Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs.Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.Dispense financial planning advice in both supervised and unsupervised environments.Deliver financial planning support that results in increased referrals and high client retention.Ensuring adherence to company standards of client care, meetings, referrals and retention.Co- present financial planning concepts and analysis with advisors.Mentor, coach, and review output of other members of the Financial Planning Group.Assist with creating and implementing procedures to improve efficiency and enhance client experiences.Required Knowledge, Skills and Abilities:Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)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 PlanningClient facing experience with at least 6 years relevant experience preferredExcellent verbal, written, analytical and organizational skillsFluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer).Technical and analytical training and experience in financial planningDemonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environmentAbility to work independently without close supervision managing and prioritizing deliverablesMust be highly flexible and confidential with all mattersAbility to travel up to 20% requiredWork Schedule:This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.Working Conditions:This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time.Base Pay Range $95,250 —$120,000 USDBenefits:Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:Company Paid Basic Life & AD&D InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.Kaiser Medical plans available in CaliforniaHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.Two comprehensive Dental PlansVision Insurance PlanDependent 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 daysEmployee Assistance PlanFamily Medical LeavePaid 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 your family time.Adoption Assistance Reimbursement ProgramCompany Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax optionPet InsurancePersonalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricingWe are not accepting unsolicited resumes from agencies and/or search firms for this job posting.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.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.For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at CollectionIf you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.