Sr. Financial Planner I
Mercer Advisors(1 month ago)
About this role
Mercer Advisors is a leading financial services firm dedicated to providing comprehensive financial planning, investment management, tax, estate, and insurance services. They focus on creating tailored financial strategies for families across the United States and value diversity, flexibility, and client-centered solutions.
Required Skills
- financial Planning
- Excel
- Holistiplan
- Morningstar
- eMoney
- Orion Risk Intelligence
- Salesforce
- Tax Planning
- Portfolio Analysis
- Client Management
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.
View more jobs at Mercer Advisors →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Mercer Advisors
Similar Jobs
Senior Financial Planner
Virtus Investment Partners(1 month ago)
Associate Financial Planner
Wealth Enhancement Group(8 months ago)
Financial Planner
Wealth Enhancement Group(5 months ago)
Senior Financial Planner
Kestra Financial Independent Advisor(1 year ago)
Senior Financial Planner
AssetMark(27 days ago)
Senior Wealth Planner
Allworth Financial(2 months ago)