Financial Planner (Ann Arbor, MI)
Mercer Advisors(8 days ago)
About this role
Mercer Advisors is a distinguished financial planning firm dedicated to supporting families across the U.S. through integrated financial services. They offer a collaborative work environment, flexible arrangements, and focus on making a positive impact on clients' financial lives.
Required Skills
- Financial Planning
- Excel
- CRM
- Tax Planning
- Investment Analysis
- Retirement Planning
- Estate Planning
- Financial Software
- Customer Service
- Financial Analysis
About Mercer Advisors
merceradvisors.comMercer 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.
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