Mercer Advisors · 1 day ago
Sr. Financial Planner I
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
$64K/yr - $75K/yr
6+ years expMercer Advisors is a leading financial services firm that has been helping families simplify their financial lives for over 40 years. The Senior Financial Planner I role involves collaborating with advisor teams to create customized financial plans for clients, ensuring a seamless client experience and adherence to company standards.
AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
Responsibilities
Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation
This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel
Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future
Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs
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, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning
Dispense financial planning advice in both supervised and unsupervised environments
Deliver financial planning support that results in increased referrals and high client retention
Ensuring adherence to company standards of client care, meetings, referrals and retention
Co-present financial planning concepts and analysis with advisors
Mentor, coach, and review output of other members of the Financial Planning Group
Assist with creating and implementing procedures to improve efficiency and enhance client experiences
Qualification
Required
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
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 Financial Planning
Client facing experience with at least 6 years relevant experience preferred
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
Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment
Ability to work independently without close supervision managing and prioritizing deliverables
Must be highly flexible and confidential with all matters
Ability to travel up to 20% required
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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
Pet Insurance
Company
Mercer Advisors
Mercer Advisors is a full-service wealth management firm.
501-1000 employees
H1B Sponsorship
Mercer Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Altas PartnersHarvest PartnersOak Hill Capital Partners
2023-06-06Private Equity
2023-02-28Private Equity
2019-09-17Private Equity
Leadership Team
Peter Ip
Senior Vice President and Relationship Manager
Recent News
2026-01-06
Company data provided by crunchbase