Financial Planner (Houston, TX)
Mercer Advisors(3 days ago)
About this role
Mercer Advisors is seeking an entry-level Financial Planner to support the creation of personalized financial plans for clients. The role provides an opportunity to develop technical skills in financial planning and collaborate with various internal teams to enhance client service.
Required Skills
- Excel
- CRM
- Financial Planning Software
- Investment Analysis
- Retirement Planning
- Tax Planning
- Estate Planning
- Customer Service
- Data Management
- Communication
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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