Financial Planner (Cincinnati or Columbus, OH)
Mercer Advisors(1 month ago)
About this role
Mercer Advisors, a top-ranked independent RIA firm, is seeking to support its Wealth Management Teams through a centralized financial planning group. The role involves preparing comprehensive financial plans, analyzing client data, and collaborating with various team members to deliver tailored financial advice. This entry-level position offers opportunities for growth in the financial planning industry.
Required Skills
- Excel
- Financial Planning Software
- CRM
- Data Management
- Analysis
- Retirement Planning
- Estate Planning
- Tax Planning
- Client 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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