Financial Planner (McLean, VA)

Mercer Advisors(1 month ago)

McLean, VAOnsiteFull TimeSenior$85,000 - $100,000Financial Planning

About this role

Mercer Advisors is seeking a Financial Planner III to support their Wealth Management Teams in creating comprehensive financial plans. The role provides exposure to various financial planning modules and works closely with advisors and clients to deliver tailored solutions and strategies.

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Required Skills

financial Planning
Tax Planning
Financial Analysis
Client Management
Excel
eMoney
Morningstar
Holistiplan
Salesforce

Qualifications

Bachelor's Degree in Finance, Economics, Business, or related field
CFP® designation or coursework

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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