Financial Planner (Houston, TX)
Mercer Advisors(2 days ago)
About this role
Mercer Advisors is a well-established financial services firm focused on providing comprehensive financial planning, investment management, and wealth advice to families across the United States. The company values diversity and flexible work arrangements. They are seeking an entry-level Financial Planner to support their Wealth Management Teams in creating customized financial plans.
Required Skills
- Financial Planning
- Investment Analysis
- Financial Software
- Data Management
- Client Service
- Retirement Planning
- Tax Planning
- Estate Planning
- CRM
- Excel
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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