Mercer Advisors · 4 days ago
Financial Planner (McLean, VA)
McLean, VA
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $100K/yr
5+ years expMercer Advisors is a leading financial services firm dedicated to enhancing the financial lives of families across the U.S. The Financial Planner role is focused on preparing comprehensive financial plans and collaborating with advisors to deliver exceptional client experiences.
AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Prepare financial plans for prospective and existing clients. 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
Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis
Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs
Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future
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
Co-present financial planning concepts and analysis with advisors
Be available as a direct one-on-one client resource for financial planning questions
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 Financial Planning, Business, Economics, Psychology or Finance related)
Must have a Certified Financial Planner (CFP®) designation or must have a S65 and completed CFP® coursework
5 years client facing financial planning experience
Excellent verbal, written, analytical and organizational skills
Ability to dispense financial planning topics in both supervised and unsupervised setting
Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer)
Ability to work independently managing and prioritizing deliverables and supervising those newer to their careers
Must be highly flexible and confidential with all matters
Ability to travel up to 10% 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
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
2026-01-07
2026-01-07
Company data provided by crunchbase