Financial Planner (Boston, MA)

Job Summary:

Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized comprehensive personal financial plans.

This role is responsible for document analysis data management financial plan construction ongoing maintenance and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.

In this role you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments tax estate planning and insurance solutions. Success in this position requires a genuine passion for financial planning along with self-motivation flexibility strong attention to detail a process-driven mindset analytical skills high follow-through and excellent communication abilities.

Essential Job Functions for this role include:

The Financial Planners responsibilities include but are not limited to:

• Preparing financial plans for prospective and existing clients including:
• Cash flow and 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 analysis
• Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.
• Utilizing financial planning tools such as eMoney Morningstar SS Analyzer Excel CRM systems and portfolio analysis tools to develop client financial plans.
• Collaborating with sales and Wealth Advisor teams to deliver an exceptional seamless client experience with a focus on accuracy and timeliness.
• Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.
• Staying current on financial planning topics including cash management investments wealth transfer strategies complex retirement planning Social Security and tax planning.
• Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes.

Knowledge Skills and Abilities:

• Bachelors degree from an accredited institution; preferred fields include Financial Planning Business Economics Psychology or Finance.
• Completion of CFP coursework.
• A minimum of one year of financial industryrelated experience preferred.
• Proficiency in Microsoft Word Excel PowerPoint and Outlook; experience with Salesforce and financial planning software (e.g. eMoney SS Analyzer CRM portfolio analysis and tax planning tools) preferred.
• Strong verbal written analytical and organizational skills.
• Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative team-oriented environment.
• Customer serviceoriented mindset; coachable and eager to learn.
• High level of discretion and ability to maintain confidentiality.
• Flexibility and adaptability in a fast-paced environment.
• Ability to travel up to 10%.

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

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