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Senior Financial Planner I at Mercer Advisors - ApplyBlast

Senior Financial Planner I

Mercer Advisors

1 month ago

4.0 on Glassdoor

Kansas City, Missouri, United States

Hybrid

Full Time

Senior

0 applicants

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About this role

The Senior Financial Planner I at Mercer Advisors collaborates with advisor teams to create customized and comprehensive financial plans for clients, supporting them through all stages of planning and implementation. This role focuses on delivering an exceptional client experience by leveraging analytical skills and financial planning expertise to uncover client needs and position appropriate solutions. The position involves co-presenting financial concepts, mentoring team members, and contributing to strategies that enhance client retention and referrals.

Responsibilities

Create customized and comprehensive financial plans for clients
Support advisors through all stages of planning and implementation
Mentor and review output of other Financial Planning Group members

Skills

Qualifications

Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)Certified Financial Planner (CFP®)Financial Paraplanner Qualified Professional- FPQP®Master's Degree in Financial Planning

About Mercer Advisors

merceradvisors.com

Headquarters

Denver, Colorado, United States

Company Size

501-1000 employees

Founded

1985

View Profile

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.