Mercer Advisors is seeking a Financial Planner to join their team in Newport Beach, CA. The role focuses on preparing comprehensive financial plans for clients while collaborating with various specialists in the firm, aiming to provide exceptional client experiences
Job Summary
Mercer Advisors is a top-ranked RIA firm dedicated to simplifying financial lives for over 31,300 families across the U.S.
This role involves preparing comprehensive financial plans including retirement, tax, and estate analysis while collaborating with specialists.
The position offers a competitive salary range of $80,000 to $90,000 along with robust health benefits and incentive compensation.
Matching Summary
Match Score: 85
Mercer Advisors is seeking a Financial Planner to join their team in Newport Beach, CA. The role focuses on preparing comprehensive financial plans for clients while collaborating with various specialists in the firm, aiming to provide exceptional client experiences.
Salary
Base: $80,000 - $90,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Company paid life/disability insurance, medical plans, HSA