Financial Planner (Woodbridge/Westport, CT)

Mercer Advisors(1 month ago)

Woodbridge, CT, Westport, CT, ConnecticutOnsiteFull TimeJunior$68,000 - $80,000Financial Planning

About this role

Mercer Advisors is seeking an entry-level Financial Planner to support its Wealth Management Teams in creating comprehensive financial plans for clients. The role involves data management, document analysis, and collaboration with various in-house specialists, providing a foundational experience in financial planning.

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Required Skills

Financial Planning
Excel
CRM
Investment Analysis
Tax Planning
Retirement Planning
Financial Software
Data Analysis
Client Service
Wealth Management

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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