Senior Financial Planner (San Francisco Bay Area)
Mercer Advisors · San Francisco
- Posted
- 21 days ago
- Last confirmed live
- Today
What this role involves
Senior Financial Planner I role at Mercer Advisors, working in the Financial Planning Group to create comprehensive financial plans for clients using tools like eMoney, Orion, Morningstar, Holistiplan, and Excel. The role involves supporting advisor teams, mentoring junior staff, and staying current on financial planning topics.
Skills this posting asks for
- emoney
- orion
- morningstar
- holistiplan
- excel
- financial planning
- tax planning
- wealth transfer
- social security
- retirement planning
- portfolio analysis
- client relationship management
- analytical skills
- communication skills
- mentoring
Requirements
- Level: senior
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…
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