Financial Planner (Santa Barbara, CA)

Mercer Advisors(14 days ago)

HybridFull TimeIntern$76,500 - $90,000Financial Planning

About this role

Mercer Advisors, a leading independent fiduciary firm, is committed to helping families manage their financial lives through comprehensive financial planning services. They support a collaborative work environment with a focus on diversity and flexibility. The company seeks team members dedicated to making an impact in clients' financial wellbeing.

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Required Skills

Financial Planning
Data Management
Excel
CRM
Investment Analysis
Retirement Planning
Tax Planning
Client Service
Communication
Financial 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.

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