Financial Planner (Ketchum, ID)

Mercer Advisors(4 months ago)

Ketchum, IDOnsiteFull TimeIntern$72,250 - $85,000Financial Planning

About this role

Mercer Advisors is seeking an entry-level financial planning support professional to assist in creating customized and comprehensive personal financial plans. The role involves document analysis, data management, and preparation of financial modules using various software tools. It offers an opportunity to gain technical competencies in financial planning within a supportive team environment.

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Required Skills

Finacial Planning
Data Management
Excel
CRM
Tax Planning
Investment Analysis
Retirement Planning
Financial Software
Client Communication
Document Analysis

About Mercer Advisors

merceradvisors.com

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.

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