Financial Planner (McLean, VA)

Financial planning is the foundation of Mercer Advisors.

The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.

This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation.

Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.

In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools.

You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions.

Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities.

Essential Job Functions for this role include:

The Financial Planner’s responsibilities include, but are not limited to:

• Preparing financial plans for prospective and existing clients, including:

• Cash flow and spending plans

• Investment analysis

• Retirement projections

• Social Security analysis

• Education funding analysis

• Stock options analysis

• Estate planning analysis

• Tax planning

• Asset protection and risk management needs analysis

• Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation.

• Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans.

• Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness.

• Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations.

• Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning.