Senior Financial Planner (Portland, OR)

As a Senior Financial Planner at Mercer Advisors, you will collaborate with advisor teams to create and implement customized financial plans for clients. Your role involves supporting all stages of financial planning, conducting portfolio analyses, and providing tax planning advice. You will also mentor junior team members and ensure a high standard of client care while keeping current on financial planning topics.

• 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

• No specific mention of remote work flexibility, though a hybrid model is suggested
• Role may require early or late hours to meet business tasks and deadlines
• Travel requirement of up to 20% may not suit all candidates