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Senior Financial Planner | Path to Advisor Leadership (CFP)

Merceradvisors

Mercer Advisors is seeking a Senior Financial Planner I to join our Financial Planning Group in a role designed for someone advancing toward an advisor position or who enjoys supporting the end-client experience. The candidate will work with advisors to create customized financial plans, using eMoney and tools like Morningstar, Orion, and Holistiplan, while maintaining a high level of detail, structure, and follow-through. #J-18808-Ljbffr Merceradvisors

Vacancy posted 1 day ago
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