Financial Planner (los Angeles)

Mercer Advisors

Los Angeles, California, USA
Base: $76,500 - $90,000 usd; bonus/equity: eligibl...
On-site
Financial plan preparation
Document analysis and data management
Utilize financial planning software
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.
  • The Financial Planning Group supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans.
  • Mercer Advisors offers a competitive and robust benefit package including medical, dental, vision, 401(k) with match, and paid parental leave.

Matching Summary

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

Salary

Base: $76,500 - $90,000 USD; Bonus/Equity: Eligible for incentive compensation; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Financial plan preparation
  • Document analysis and data management
  • Utilize financial planning software
  • Collaborate with wealth advisor teams
  • Stay current on financial planning topics

Nice-to-have

  • Passionate about financial planning
  • Self-motivated and flexible
  • Detail-oriented and process-driven
  • Strong communication skills
  • Customer service orientation and coachable

Key Requirements

  • Bachelor's degree in a related field
  • Completed CFP® coursework
  • 1 year of financial industry experience preferred
  • Proficiency in MS Office Suite
  • Experience with Salesforce and financial planning software preferred
  • Ability to travel up to 10%

Work Rights

Not specified

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