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Director, Financial Planning at Mercer Advisors - ApplyBlast

Director, Financial Planning

Mercer Advisors

1 month ago

4.0 on Glassdoor

Remote

Full Time

Director

5 applicants

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About this role

The Director, Financial Planning leads the development and maintenance of unified financial planning processes and oversees a team of planners at Mercer Advisors. This role is responsible for training, best practice dissemination, and enhancing internal systems to improve client service efficiency, while collaborating with wealth management teams and staying current on industry trends.

Responsibilities

Develop and maintain unified financial planning processes
Lead and mentor team of planners delivering financial plans
Create and deliver training programs for wealth management teams

Skills

Qualifications

Bachelor's degreeCFP® (Certified Financial Planning) designation

About Mercer Advisors

merceradvisors.com

Headquarters

Denver, Colorado, United States

Company Size

501-1000 employees

Founded

1985

View Profile

Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.