Experience with financial planning software like emoney
Mercer Advisors is a top-ranked RIA firm dedicated to integrating financial planning, investment management, and tax services for over 31,300 families
Job Summary
Mercer Advisors is a top-ranked RIA firm dedicated to integrating financial planning, investment management, and tax services for over 31,300 families.
This role involves preparing comprehensive financial plans including cash flow, retirement projections, and estate planning using industry-leading software.
The company offers a competitive benefit package including company-paid life insurance, health plans, and opportunities for incentive compensation.
Matching Summary
Mercer Advisors is a top-ranked RIA firm dedicated to integrating financial planning, investment management, and tax services for over 31,300 families.
Salary
Base: $70,000 - $80,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Company paid life/disability insurance, medical plans, HSA
Skills & Requirements
Must-have
Bachelor's degree in Finance or related field
Proficiency in Microsoft Excel and Word
Experience with financial planning software like eMoney
Strong analytical and communication skills
Ability to manage multiple priorities and deadlines
Nice-to-have
Completion of CFP coursework
One year of financial industry experience
Familiarity with Salesforce CRM systems
Passion for helping families with financial lives
Coachable mindset eager to learn
Key Requirements
Bachelor's degree from accredited institution
Completion of CFP coursework preferred
Minimum one year financial industry experience preferred