Financial Planner
Job Details
Newport Beach - Newport Beach, CA
Full Time
Bachelor's Degree

Mercer Advisors is a total wealth management firm that provides comprehensive financial planning and investment management services. Dedicated to improving the lives of our clients both today and through their retirement, we help them to develop a clear vision of their life goals. We then support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life. Our staff of over 300 in 40+ offices coast-to-coast includes financial advisors, attorneys, CPAs, investment experts, and other skilled and talented professionals who want to create a life of choices and freedom for each and every client. 


Job Summary

The Financial Planner assists the Branch Manager in reviewing, analyzing and delivering financial planning modules to clients. Working with the Branch Manager, Client Advisors, Associate Planners, Client Associates and Regional Vice Presidents, the Financial Planner is an integral member of the branch client service team.


Essential Job Functions for the Financial Planner will include:


  • Providing advanced planning support to Client Advisor and Branch Manager in the areas of investments, tax, pension, estate, insurance and general financial planning
  • Supporting in servicing clients by preparing for meetings, developing presentation materials and providing reviews and ad hoc reporting 
  • Managing the financial planning workflow to support the Client Advisor and Branch Manager’s commitments to clients and meet post client meeting delivery deadlines
  • Establishing and developing strong relationships with clients and participating in client meetings with Client Advisor and Branch Manager
  • Dispensing financial planning advice in both supervised and unsupervised environments
  • Delivering financial planning support that results in increased referrals and high client retention
  • Acting as a trusted advisor through preparation and delivery of advice to clients within the context of the Financial Planner’s knowledge and training
  • Collaborating with other team members and departments including Investments and Family Wealth Services (FWS)
  • Providing support and training to Client Associates and Associate Planners
  • Ensuring adherence to company standards of client care, meetings, referrals and retention
  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
  • Certified Financial Planner (CFP) designation
  • At least 2 years financial industry related experience required; 3 to 4 years’ experience preferred   
  • Client-facing experience required
  • Excellent verbal, written, analytical and organizational skills
  • Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software preferred
  • 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 without close supervision managing and prioritizing deliverables
  • Must be highly flexible and confidential with all matters
  • Ability to travel up to 20% required


Benefits: We can offer you an exciting, fast-paced working environment, and the opportunity to play a vital role in our growth. Mercer Advisors is an equal opportunity employer offering a competitive salary and benefits package.


We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.