Financial Planner (scottsdale, Az)

Mercer Advisors

Scottsdale, AZ, USA
Base: $68,000 - $80,000 usd; bonus/equity: not spe...
On-site
Prepare comprehensive financial plans
Utilize financial planning software
Collaborate with internal specialists
Mercer Advisors is a national fiduciary legally obligated to always act in the best interest of clients

Job Summary

  • Mercer Advisors is a national fiduciary legally obligated to always act in the best interest of clients.
  • This role supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.
  • Mercer Advisors offers a competitive and robust benefit package to our employees.

Matching Summary

Mercer Advisors is a national fiduciary legally obligated to always act in the best interest of clients.

Salary

Base: $68,000 - $80,000 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Prepare comprehensive financial plans
  • Utilize financial planning software
  • Collaborate with internal specialists
  • Analyze client documentation

Nice-to-have

  • Process-driven mindset
  • Customer service-oriented mindset
  • Flexibility and adaptability

Key Requirements

  • Bachelor's degree in Financial Planning, Business, Economics, Psychology, or Finance
  • Completion of CFP® coursework
  • Minimum of one year of financial industry experience
  • Proficiency in Microsoft Office Suite
  • Experience with Salesforce and financial planning software

Work Rights

Not specified

Tailored Resume

Cover Letter