Financial Planner (New York, NY)

Mercer Advisors(18 days ago)

New York, NY, United StatesOnsiteFull TimeJunior$68,000 - $80,000Financial Planning

About this role

Mercer Advisors is seeking an entry-level Financial Planning Associate to support the creation of comprehensive, customized personal financial plans for clients. The role involves working closely with wealth management teams, preparing financial modules, and utilizing various planning tools. It offers an opportunity to gain technical experience in financial planning within a collaborative environment.

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Required Skills

Excel
Financial Planning
Data Management
Wealth Management
Client Relations
Financial Analysis
CRM
Retirement Planning
Social Security
Tax Planning

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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