Financial Planner (Los Angeles)

Mercer Advisors(18 days ago)

RemoteFull TimeJunior$76,500 - $90,000Financial Planning

About this role

Mercer Advisors is a financial services firm that integrates various financial solutions to simplify and enhance their clients' financial lives. They support families across the U.S. through a centralized team of paraplanners who create personalized financial plans. The company values diversity, flexibility, and a client-focused approach, providing a supportive work environment.

View Original Listing

Required Skills

financial Planning
Data Management
Excel
CRM
Financial Analysis
Investments
Tax Planning
Estate Planning
Client Service
Planning Software

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.

View more jobs at Mercer Advisors →