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, 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.
Job Summary:
Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In this 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 interested in managing individual contributors and has a passion of technical expertise. 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.
Essential Job Functions for the Manager, Sr Financial Planner II will include:
- 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 in 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.
- Present financial planning concepts and analysis to end clients to support financial journey.
- Manage, mentor, coach, and review output of members of the Financial Planning Group.
- Assist with creating and implementing procedures to improve efficiency and enhance client experiences.
- Management duties to include supervision and training of Financial Planner I, II, or III:
- Reviewing plans to ensure accuracy and quality
- Managing to timelines and SLEs
- Ensuring advisor team satisfaction measured by NPS
- PRCPs for FP I and FP II
- Regular scheduled meetings to ensure FPI and FPII progress
Required Knowledge, Skills and Abilities:
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
- Must have a Certified Financial Planner (CFP®) designation or must have a S65 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 7 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 planning experience equivalent to that of a Wealth Advisor.
- 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
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. No heavy lifting over 10 lbs. Travel assumed up to 20% of the time.
Application Deadline: The initial deadline for applications is 10/8/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.
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.
Benefits:
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:
- 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 including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
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
Skills Required
- Bachelor's degree
- 10+ years of successful experience in the financial services industry
- CFP designation
- Ability to create content and deliverables in high-volume, fast-paced environments
- Track record of success with ultra-high-net-worth clients and complex financial planning situations
- Experience determining advisor, partner, and prospect needs and offering appropriate solutions
- Public speaking experience with clients, prospective clients, advisors, and large groups
- Track record of creating and implementing organizational programs and ideas
- Deep understanding of the financial planning profession and a forward-looking mindset
- Understanding of business development environments and channel partners
- Comprehensive financial planning, investment management, and industry knowledge
- Excellent communication, presentation, listening, and analytical skills
- Strong attention to detail and exceptional follow-through
- Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
- Established and active industry network
- Additional professional credentials
Mercer Advisors Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mercer Advisors and has not been reviewed or approved by Mercer Advisors.
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Healthcare Strength — Core health coverage includes medical, prescription drug, dental, vision, life and disability insurance, plus an Employee Assistance Program and HSA options. Health insurance and HSA offerings are viewed favorably and are employer-verified as part of the package.
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Retirement Support — A 401(k) with Traditional and Roth options and a per-pay-period employer match is highlighted as part of the rewards package. Retirement benefits are generally regarded as solid, if not market-leading.
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Leave & Time Off Breadth — Paid time off and paid holidays are included, alongside service-anniversary awards. In some locations, an added Thanksgiving week break is referenced, indicating meaningful time-off practices in places.
Mercer Advisors Insights
What We Do
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
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