Financial Planner (Woodland Hills / Los Angeles, CA)

As a Financial Planner at Mercer Advisors, you will be part of a centralized team that supports Wealth Management Teams by creating customized financial plans for clients. Your day-to-day responsibilities will include document analysis, data management, and utilizing various financial planning software to prepare comprehensive financial plans. This entry-level role is ideal for someone eager to develop technical skills in financial planning while collaborating with specialists in investments, tax, estate planning, and insurance.

• 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

• Entry-level position may require significant learning and development time
• Role may involve early or late hours to meet business tasks and deadlines
• Travel requirement of up to 10% may be a consideration for some candidates