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

The role

You will work in the Financial Planning Group to create customized and comprehensive financial plans for clients. You will support advisors through all stages of planning, including preparation, updating, delivery, and implementation.

What you will do

• Support advisors through all stages of planning
• Prepare comprehensive financial plans in eMoney
• Perform portfolio analysis using Orion or Morningstar
• Conduct tax planning with Holistiplan
• Partner with advisor teams to deliver client experience
• Uncover clients' needs and position appropriate solutions
• Collaborate with Family Wealth Services and Investments to develop client strategies
• Keep current on financial planning topics
• Dispense financial planning advice in supervised and unsupervised environments
• Mentor, coach, and review output of other members of the Financial Planning Group

Required qualifications

• Bachelor's degree from an accredited institution
• 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 Fi
• Excellent verbal, written, analytical and organizational skills
• Fluency 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 planning
• Ability to manage multiple priorities and deliver to tight deadlines
• Ability to work independently without close supervision
• Must be highly flexible and confidential
• Ability to travel up to 20%

Nice to have

• Client facing experience with at least 6 years relevant experience
• Bachelor's degree preferably Business, Economics, Accounting or Finance related

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
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

Before you apply

• Not accepting unsolicited resumes from agencies and/or search firms

About the company

Mercer Advisors has been helping families for more than 40 years by integrating financial planning, investment management, business management, tax, estate, and insurance. It is an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.