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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.
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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
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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.
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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