Newport Beach, California, United States · Hybrid
$77k–$90k/yr
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…
Skills: Financial Planning, Portfolio Analysis, Tax Planning, Relationship Management, Analytical Skills
United States · Remote OK
$77k–$90k/yr
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…
Skills: Investment Management, Portfolio Strategy, Financial Planning, Data Analytics, Client Service
San Francisco, California, United States · Hybrid
$128k–$150k/yr
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…
Skills: Wealth management, Sales pipeline management, Financial planning, Investment management, Client relationship management
Charleston, South Carolina, United States · Hybrid
$64k–$75k/yr
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…
Skills: Wealth management, Client relationship management, Strategic planning, Practice management, Service excellence
United States · Remote OK
$68k–$80k/yr
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…
Skills: Financial Planning, Investment Management, Client Onboarding, Sales, Relationship Management
Newport Beach, California, United States · Hybrid
$31/hr–$36/hr
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…
Skills: Tax Preparation, Administrative Support, Workflow Management, Data Integrity, Client Communication
San Diego, California, United States · Hybrid
$85k–$120k/yr
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…
Skills: Financial planning, Investment management, Client relationship management, Portfolio management, Tax planning
Denver, Colorado, United States · Hybrid
$95k–$110k/yr
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…
Skills: Financial Planning, Investment Management, Wealth Management, Client Relationship Management, Portfolio Analysis
Minneapolis, Minnesota, United States · Hybrid
$70k–$85k/yr
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…
Skills: Wealth Management, Client Relationship Management, Practice Management, Service Excellence, Strategic Planning
United States · Hybrid
$106k–$125k/yr
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…
Skills: Tax Preparation, Tax Review, Client Relationship Management, Tax Projections, Tax Research
United States · Hybrid
$90k–$105k/yr
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…
Skills: Tax Preparation, Tax Projections, Tax Research, Client Service, Individual Tax
Newport Beach, California, United States · Hybrid
$85k–$145k/yr
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…
Skills: Financial planning, Investment management, Business development, Client retention, Tax planning
Newport Beach, California, United States · Hybrid
$72k–$90k/yr
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…
Skills: Wealth management, Client relationship management, Practice management, Financial planning, Service excellence
Boston, Massachusetts, United States · Hybrid
$77k–$90k/yr
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…
Skills: Financial Planning, Investment Analysis, Retirement Projections, Social Security Analysis, Tax Planning
United States · Remote OK
$250k–$400k/yr
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…
Skills: Tax Strategy, Wealth Management, Estate Planning, Fiduciary Responsibility, Tax Compliance
United States · Remote OK
$250k–$400k/yr
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…
Skills: Estate Planning, Wealth Management, Tax Strategy, Trust Administration, Wealth Transfer
United States · Remote OK
$300k–$450k/yr
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…
Skills: Estate Planning, Wealth Management, Tax Strategy, Trust and Estate Administration, Leadership
United States · Hybrid
$27/hr–$31/hr
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…
Skills: Operational Support, Case Management, Insurance Operations, Data Reporting, Process Improvement
United States · Remote OK
$255k–$300k/yr
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…
Skills: Estate Planning, Wealth Management, UHNW Client Advisory, Team Leadership, Tax Strategy
United States · Remote OK
$213k–$250k/yr
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…
Skills: Estate Planning, Wealth Management, Tax Strategy, Trust Administration, Wealth Transfer
Newport Beach, California, United States • Hybrid
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Collaborate with advisor teams to create customized, comprehensive financial plans and provide support through preparation, delivery, and implementation. Mentor other members of the Financial Planning Group while ensuring high client retention and adherence to company standards.
Requires a Bachelor's degree and passing the CFP exam or holding a relevant advanced certification/degree. Preferred candidates have at least 6 years of relevant client-facing experience and proficiency in financial planning software.
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.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
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.
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 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.
#LI-Hybrid
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.
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:
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 [email protected]. 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 Collection
A family office for your family.
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
Offices: 1200 17th St, Denver, Colorado 80202, US · 100 Sun Ave NE, Albuquerque, New Mexico 87109, US
A family office for your family.
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
Offices: 1200 17th St, Denver, Colorado 80202, US · 100 Sun Ave NE, Albuquerque, New Mexico 87109, US
