Financial Planner
New
M
Mercer AdvisorsFinancial Services
Remote, USA, Monday through Friday from 8AM to 5PMFull-TimeMiddle
Salary68,000 - 80,000 USD per year
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Job Details
- Experience
- A minimum of one year of financial industry–related experience preferred.
- Required Skills
- SalesforceFinancial analysis
Requirements
- Bachelor’s degree from an accredited institution.
- Completion of CFP coursework.
- Minimum of one year of financial industry–related experience.
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
- Experience with Salesforce and financial planning software.
- Strong verbal, written, analytical, and organizational skills.
- Ability to manage multiple priorities and meet tight deadlines.
- Customer service–oriented mindset.
- High level of discretion and confidentiality.
- Ability to travel up to 10%.
Responsibilities
- Prepare comprehensive financial planning modules including cash flow, investments, retirement, and tax planning.
- Partner with sales teams and advisors to collect and review client documentation.
- Utilize financial planning tools such as eMoney, Morningstar, SS Analyzer, and CRM systems.
- Collaborate with Wealth Advisor teams to deliver seamless client experiences.
- Work cross-functionally to develop integrated client strategies.
- Stay current on financial planning topics and wealth transfer strategies.
- Assist in the creation and implementation of workflows and procedures.
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