Director of Financial Planning

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Mercer Advisors

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Mercer Advisors est une entreprise de conseil financier à service complet qui se concentre sur la simplification et l'amélioration de la vie financière de ses clients. Elle propose un service de type family office, fournissant une équipe unifiée de planificateurs financiers, d'investisseurs, de comptables et de spécialistes des successions qui adaptent les plans financiers aux besoins individuels. Avec plus de 40 ans d'expérience, l'entreprise met l'accent sur un service personnalisé et axé sur le respect fiduciaire, sans compromettre la gestion de portefeuille de niveau institutionnel, rendant cela accessible aux familles et aux particuliers souhaitant améliorer leur avenir financier.

Description

• Develop and maintain unified financial planning processes that drives efficiency for client service teams dedicated to UHNW clients at Mercer Advisors. • Oversee the day-to-day activities, training and developing members of the centralized Financial Planning Group. • Collect, codify, and disseminate best practices related to financial planning production. • Develop and maintain “playbook” on development and delivery of financial plans to create maximum efficiency and ease of delivery for client service. • Proactively modify internal systems to support and enhance the financial planning experience. • Lead and mentor team of planners on delivering financial plans, including overseeing day-to-day tasks, training, time management, coaching, and mentoring. • Cultivate superior relationships with wealth management team members in support of the financial planning process specific to UHNW clients. • Develop and maintain training programs for wealth management teams on how to deliver financial planning, and tools to use for effective delivery. • Stay informed of evolving industry trends, regulations, and planning issues, and communicate relevant changes to the organization. • Create visibility for Mercer Advisors regarding financial planning by producing collateral, being a thought leader within the company as well as in the industry.

🎯 Exigences

• Bachelor’s degree required • 10+ years of successful experience in the financial services industry • CFP® (Certified Financial Planning) designation required. Additional credentials preferred. • 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 the needs of advisors, partners and prospects through investigative questions, offering solutions and asking for the right actions. • Proficiency in public speaking, to clients, prospective clients, and advisors, including large groups. • Successful track record of creating and implementing new programs and ideas across the organization. • Deep understanding of the financial planning profession and a forward-looking mindset • Skilled understanding of the business development environment, including channel partners • Comprehensive industry, financial planning, and investment management knowledge • Excellent communication, presentation, listening and analytical skills. • Strong attention to detail, and exceptional follow through • Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint • Established and active industry network

🏖️ Avantages

• 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