Financial Planner (Houston, TX)

Mercer Advisors is a leading independent national fiduciary firm that has been helping families amplify and simplify their financial lives for over 40 years. The Financial Planner will support Wealth Management Teams by creating customized financial plans, analyzing documents, and managing data to enhance the client experience.ResponsibilitiesPrepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysisWork with the sales team and advisors to collect documents from clients to prepare the financial planUse financial planning tools (ex: eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clientsPartner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timelinessCollaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each clientKeep current on financial planning topics including, but not limited to, cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planningAssist with creating and implementation of workflows and procedures to improve efficiency and enhance one team procedures and processesSkillsBachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related)Has begun CFP® courseworkAt least 1 year of financial industry related experience preferredProficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferredExcellent verbal, written, analytical and organizational skillsDemonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environmentCandidate must have customer service orientation, be coachable, and be eager to learnMust be highly flexible and confidential with all mattersAbility to travel up to 10%BenefitsCompany Paid Basic Life & AD&D InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.Kaiser Medical plans available in CaliforniaHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.Two comprehensive Dental PlansVision Insurance PlanDependent Care Savings Account for child and dependent care.14 Company Paid Holidays including a full week off at Thanksgiving.Generous paid time off program for vacation and sick daysEmployee Assistance PlanFamily Medical LeavePaid Parental Leave (8 weeks)Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.Adoption Assistance Reimbursement ProgramCompany Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax optionPet InsuranceCompany OverviewMercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.



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