Financial Planner (Los Angeles, CA)
Mercer Advisors(6 days ago)
About this role
Mercer Advisors is seeking an entry-level Financial Planner who will support the creation of personalized financial plans for clients. The role involves analyzing client data, using various financial planning tools, and collaborating with other specialists to ensure accurate and comprehensive planning.
Required Skills
- Excel
- Financial Planning
- CRM
- Tax Planning
- Retirement Planning
- Investments
- Data Analysis
- Client Service
- Financial Analysis
- eMoney
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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