Director, Financial Planning

Mercer Advisors

3d • $91,800 - $108,000 • Hybrid

About The Position

The Director, Financial Planning takes a leading role in driving the success of financial planning at Mercer Advisors by maintaining unified financial planning processes, and training on this process. In addition, this role leads a team of planners that delivers financial planning, including training and oversight.

Requirements

• Bachelor’s degree required
• 10+ years of successful experience in the financial services industry
• CFP® (Certified Financial Planning) designation required. Additional credentials preferred.
• Ability to create content and deliverables in high volume, fast-paced environments
• Track record of success with ultra-high net worth clients and complex financial planning situations
• Experience determining the needs of advisors, partners and prospects through investigative questions, offering solutions and asking for the right actions.
• Proficiency in public speaking, to clients, prospective clients, and advisors, including large groups.
• Successful track record of creating and implementing new programs and ideas across the organization.
• Deep understanding of the financial planning profession and a forward-looking mindset
• Skilled understanding of the business development environment, including channel partners
• Comprehensive industry, financial planning, and investment management knowledge
• Excellent communication, presentation, listening and analytical skills.
• Strong attention to detail, and exceptional follow through
• Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
• Established and active industry network

Nice To Haves

• Additional credentials preferred.

Responsibilities

• Develop and maintain unified financial planning processes that drives efficiency for client service teams.
• Oversee the day-to-day activities, training and developing members of the centralized Financial Planning Group.
• Collect, codify, and disseminate best practices related to financial planning production.
• Develop and maintain “playbook” on development and delivery of financial plans to create maximum efficiency and ease of delivery for client service.
• Proactively modify internal systems to support and enhance the financial planning experience.
• Lead and mentor team of planners on delivering financial plans, including overseeing day-to-day tasks, training, time management, coaching, and mentoring.
• Cultivate superior relationships with wealth management team members in support of the financial planning process.
• Develop and maintain training programs for wealth management teams on how to deliver financial planning, and tools to use for effective delivery.
• Stay informed of evolving industry trends, regulations, and planning issues, and communicate relevant changes to the organization.
• Create visibility for Mercer Advisors regarding financial planning by producing collateral, being a thought leader within the company as well as in the industry.

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

What This Job Offers

• Job Type: Full-time
• Career Level: Director