Financial Planner (boise, Id)

Mercer Advisors

Boise, Idaho, US
Base: $68,000 - $80,000 usd; bonus/equity: eligibl...
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Bachelor's degree in finance or related field
Proficiency in ms office and excel
Strong analytical and organizational skills
** Mercer Advisors is seeking an entry-level Financial Planner to join their team in Boise, Idaho. The role focuses on document analysis, data management, and financial plan preparation, providing a foundational experience in financial planning for motivated candidates. **

Job Summary

  • Mercer Advisors is a top-ranked independent RIA firm dedicated to simplifying the financial lives of over 31,300 families across the U.S.
  • This entry-level role involves preparing comprehensive financial planning modules covering retirement, tax, estate, and investment strategies using specialized software.
  • The company offers a robust benefits package including paid parental leave, 401(k) matching, and flexible working arrangements in a diverse team environment.

Matching Summary

Match Score: 75

** Mercer Advisors is seeking an entry-level Financial Planner to join their team in Boise, Idaho. The role focuses on document analysis, data management, and financial plan preparation, providing a foundational experience in financial planning for motivated candidates. **

Salary

Base: $68,000 - $80,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, 401(k) match, and paid time off

Skills & Requirements

Must-have

  • Bachelor's degree in Finance or related field
  • Proficiency in MS Office and Excel
  • Strong analytical and organizational skills
  • Ability to manage multiple priorities
  • Customer service orientation

Nice-to-have

  • Self-motivation and flexibility
  • Experience with eMoney or Morningstar software
  • Passion for financial planning
  • High degree of follow-through
  • Coachable attitude eager to learn

Key Requirements

  • Bachelor's degree from accredited institution
  • Begun CFP coursework
  • 1 year financial industry experience preferred
  • Proficiency with Salesforce and CRM tools

Work Rights

Not specified

Tailored Resume

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