Financial Planner (Dallas, TX)

What this role involves

The Financial Planner role at Mercer Advisors involves preparing comprehensive financial plans for clients, including cash flow, investment, retirement, tax, and estate planning analyses. The position requires collaboration with sales teams and advisors, utilizing tools like eMoney, Morningstar, and Excel. The role is based in Dallas, TX, and requires onsite presence.

Skills this posting asks for

• financial planning
• cash flow analysis
• investment analysis
• retirement projections
• social security analysis
• education funding analysis
• stock options analysis
• estate planning analysis
• tax planning
• asset protection
• risk management
• emoney
• morningstar
• ss analyzer
• excel
• crm systems
• portfolio analysis tools

Requirements

• Level: mid
• Remote policy: onsite

From the employer’s posting

  Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, i…