Financial Planner (Old Lyme, CT)
Mercer Advisors(1 month ago)
About this role
Mercer Advisors is a leading independent financial services firm serving over 31,300 families across the U.S. They provide comprehensive wealth management support through a centralized financial planning group, focusing on creating personalized financial plans for clients.
Required Skills
- financial Planning
- eMoney
- Morningstar
- Excel
- CRM
- Estate Planning
- Retirement Planning
- Tax Planning
- Investment Analysis
- Communication
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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