- Prepare financial plans for prospective and existing clients. This includes 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.
- Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis.
- Fluency with financial planning tools (ex: eMoney, Morningstar, SS Analyzer, CRM, portfolio accounting).
- Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future.
- Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs.
- Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.
- Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
- Co- present financial planning concepts and analysis with advisors.
- Assist with creating and implementing procedures to improve efficiency and enhance client experiences.
- Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related)
- Has met the educational requirements to sit for Certified Financial Planner (CFP) exam or holds relevant and approved advanced certification, designation or degree, such as Financial Paraplanner Qualified Professional- FPQP or Master's degree in Financial Planning
- 3 years client facing financial planning experience.
- Excellent verbal, written, analytical and organizational skills
- Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis).
- Ability to work independently managing and prioritizing deliverables
- Must be highly flexible and confidential with all matters
- Ability to travel up to 20% required
- 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
- Pet Insurance
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Financial Planner II - West Des Moines, United States - Mercer Advisors
Description
Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – "A family office for your family." We connect the dots of our clients' financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients' best interest.
When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.
Job Summary:
Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner.
The planner will be exposed to numerous advisors and clients to deliver comprehensive financial planning modules, utilizing various software and proprietary tools, as well as through working with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be detail and process-oriented, analytical and have a high degree of follow-through and strong communication skills.
Essential Job Functions for the Financial Planner II will include:
Required Knowledge, Skills and Abilities:
Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 20% of the time.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
