Financial Planner (New York City)

Mercer Advisors

3 hours ago

4.0 on Glassdoor

New York, New York

Hybrid

Full Time

Junior

0 applicants

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About this role

The Financial Planning Group at Mercer Advisors supports nationwide Wealth Management Teams by creating comprehensive, customized financial plans using industry-leading software and proprietary tools. The role involves document analysis, data management, financial plan construction, and collaboration with various teams to deliver exceptional client service. It offers an excellent opportunity for individuals seeking to develop technical expertise in financial planning.

Skills

Qualifications

Bachelor’s Degree

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.