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← Mercer Advisors

Director, Financial Planning

Mercer Advisors
Location
Remote, USA
Posted
24 days ago
Department
Financial Planning Group
What they actually want (must-haves)
  • Bachelor’s degree
  • 10+ years of successful experience in the financial services industry
  • CFP® (Certified Financial Planning) designation
  • Ability to create content and deliverables in high volume, fast-paced environments
  • Track record of success with ultra-high net worth clients and complex financial planning situations
  • Experience determining the needs of advisors, partners and prospects through investigative questions
Nice to have
  • Additional credentials preferred
What the job really is

The Director of Financial Planning at Mercer Advisors will lead the financial planning team, ensuring efficient processes and training for client service teams. This role involves developing best practices, overseeing daily operations, and enhancing the financial planning experience while maintaining relationships with wealth management teams. The director will also stay updated on industry trends and create visibility for the firm's financial planning services.

Benefits
  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
Things to weigh
  • No salary listed beyond the range of $91,800 to $108,000 USD
  • Role may require early or late hours occasionally
  • Travel assumed up to 10% of the time
Job score3.8/5
Benefits5/5
Freshness4/5
Career value5/5
Role clarity5/5
Pay transparency0/5

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