Director of Financial Planning

🕒 June 24

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 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.

🎯 Requirements

• 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

🏖️ 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 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