Financial Planner (Manhattan, NY)
$76.5k/y-$90k/y
Mercer Advisors2 days ago
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OnsiteFull-timeEntry
Summary
Mercer Advisors is seeking a Financial Planner to join their team in Manhattan, NY. The role involves preparing comprehensive financial plans and supporting Wealth Management Teams in creating customized financial strategies.
About the Role
As a Financial Planner, you will be responsible for document analysis, data management, and financial plan preparation. You will prepare financial plans for clients, including spending plans, investment analysis, retirement projections, and more. The position requires collaboration with sales and wealth advisor teams to ensure a seamless client experience and staying current on financial planning topics.
About You
Required:
- Bachelor's degree from an accredited institution (preferably in Financial Planning, Business, Economics, Psychology, or Finance related).
- Has begun CFP® coursework.
- At least 1 year of financial industry related experience preferred.
- Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with financial planning software preferred.
- Excellent verbal, written, analytical, and organizational skills.
Preferred:
- Experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning).
- Demonstrated organizational skills and ability to manage multiple priorities.
- Customer service orientation and eagerness to learn.
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Paid Parental Leave (8 weeks)
Mercer Advisors
Are you looking to amplify and simplify your financial life? For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. Learn more about Mercer Advisors – a family office for your family.
Manhattan, NY