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Financial Planner at Mercer Advisors | Charlotte, NC

Mercer AdvisorsCharlotteNew
On-site Full-time $69.7K/yr - $82K/yr

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Experience Level

Entry Level

Qualifications

The Financial Planning Group is the core of our operations at Mercer Advisors. As part of this centralized team of paraplanners, you will play a vital role in supporting our Wealth Management Teams across the nation by developing tailored, comprehensive financial plans for our clients. Your responsibilities will include document analysis, data management, the construction of financial plans, and ensuring their ongoing maintenance and implementation. This position provides an excellent opportunity for individuals eager to deepen their technical expertise in preparation for a career in financial planning or as a future Wealth Advisor. In this role, you will create detailed financial planning modules utilizing a variety of industry-leading software and proprietary tools. You will work closely with in-house specialists in investment, tax, estate planning, and insurance solutions. To excel in this position, you should possess a genuine enthusiasm for financial planning, along with a commitment to continuous learning and professional growth.

About the job

Mercer Advisors has guided families through financial decisions for over forty years. The firm offers coordinated services in financial planning, investment management, tax strategies, estate planning, and insurance. With more than 90 offices nationwide, the team currently supports over 31,300 families across the United States.

As an independent national fiduciary, Mercer Advisors puts clients’ interests first in every aspect of its work. Barron's recognized the firm as the #1 Registered Investment Advisor (RIA) in the country, highlighting its leadership in the industry.

Workplace culture

Diversity and inclusion are central to Mercer Advisors’ approach. Women represent half of the workforce, and the company draws talent from across the country. Flexible work arrangements and a collaborative spirit help build a strong team environment.

Mission

The firm’s mission centers on improving the financial well-being of families throughout the United States.

Recognition

  • Barron’s named Mercer Advisors the top RIA firm with assets up to $70 billion. Factors included size, growth, service quality, technology, and succession planning. See the Barron's RIA rankings for details.

About Mercer Advisors

Mercer Advisors is a leading financial planning firm that integrates diverse financial services to deliver unparalleled value to clients. Our team is dedicated to fostering a collaborative and inclusive environment where top talent can thrive and make a significant impact.

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