Financial Planner (Houston, TX or Austin, TX)

Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning. Responsibilities Prepare financial plans for prospective clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education‑funding analysis, stock options analysis, estate‑planning analysis, tax planning, asset protection and risk management needs analysis. Work with the sales team and advisors to collect documents from clients to prepare the financial plan. Use financial planning tools (ex: eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients. Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness. 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 cash management, investments, wealth transfer strategies, complex retirement needs, Social Security and tax planning. Assist with creating and implementation of workflows and procedures to improve efficiency and enhance one team procedures and processes. Qualifications Bachelor’s degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related) Has begun CFP® coursework At least 1 year of financial industry related experience preferred Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred Excellent verbal, written, analytical and organizational skills Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment Candidate must have customer service orientation, be coachable, and be eager to learn Must be highly flexible and confidential with all matters Ability to travel up to 10% Work 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 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. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time. Compensation 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: $72,250 - $85,000 USD 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 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 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 your family time Adoption Assistance Reimbursement Program Company 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 option Pet Insurance Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing Equal Opportunity Employer 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 Inc.