Mercer Advisors is ranked the #1 RIA Firm in the nation by Barron's and serves over 31,300 families across the U.S
Job Summary
Mercer Advisors is ranked the #1 RIA Firm in the nation by Barron's and serves over 31,300 families across the U.S.
This role involves preparing comprehensive financial plans including cash flow, retirement projections, and tax planning using proprietary tools.
The company offers a competitive benefit package including company-paid life insurance, health plans, and an HSA.
Matching Summary
Mercer Advisors is ranked the #1 RIA Firm in the nation by Barron's and serves over 31,300 families across the U.S.
Salary
Base: $80,000 - $90,000 USD; Bonus/Equity: Eligible for incentive compensation; Benefits: Robust package including medical, dental, vision, and life insurance
Skills & Requirements
Must-have
Bachelor's degree in Finance or related field
Proficiency in eMoney and Morningstar tools
Strong analytical and communication skills
Ability to manage multiple priorities
Experience with financial planning software
Nice-to-have
Completion of CFP coursework
One year of financial industry experience
Coachable and eager to learn mindset
Flexibility for hybrid work arrangements
Passion for making a meaningful impact
Key Requirements
Bachelor's degree from accredited institution
Completion of CFP coursework preferred
Minimum one year financial industry experience preferred