Manager, Senior Financial Planner (Dallas, TX)

What this role involves

The Senior Financial Planner I role at Mercer Advisors involves supporting advisors in creating comprehensive financial plans for clients, using tools like eMoney, Orion, Morningstar, and Holistiplan. The position requires strong analytical and communication skills, and is based in Dallas, TX. The role includes mentoring and co-presenting with advisors, and staying current on financial planning topics.

Skills this posting asks for

• financial planning
• investment management
• tax planning
• estate planning
• insurance
• emoney
• orion
• morningstar
• holistiplan
• excel
• analytical
• communication
• relationship management

Requirements

• Level: senior
• 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…