- Страна
- США
- Зарплата
- 63 712 $ – 74 956 $
Откликайтесь
на вакансии с ИИ
Financial Planner (New York City)
Оценка ИИВысокий балл обусловлен престижем компании (#1 RIA по версии Barron’s), отличным пакетом льгот и четким путем карьерного роста до финансового советника. Уровень зарплаты соответствует начальному/среднему уровню для Нью-Йорка.
Сложность вакансии
Оценка ИИРоль требует завершенного обучения по программе CFP и владения специализированным ПО (eMoney, Morningstar). Основная сложность заключается в необходимости глубокого анализа данных и работы в быстром темпе мегаполиса.
Анализ зарплаты
Оценка ИИПредложенная зарплата ($63k - $75k) находится в нижнем и среднем сегменте рыночного диапазона для Нью-Йорка. Учитывая высокую стоимость жизни в регионе, компенсация компенсируется бонусами и расширенным соцпакетом.
Сопроводительное письмо
I am writing to express my strong interest in the Financial Planner position at Mercer Advisors in New York City. With a solid foundation in financial planning and a deep commitment to the fiduciary standard, I am eager to contribute to a firm that Barron’s has recognized as the #1 RIA in the nation. My background in analyzing complex financial documents and my proficiency with industry-leading tools like eMoney and Morningstar align perfectly with the technical requirements of your Financial Planning Group.
Throughout my career and CFP® coursework, I have developed a process-driven mindset and a keen eye for detail, which are essential for constructing comprehensive financial plans that encompass tax, estate, and retirement strategies. I am particularly drawn to Mercer Advisors' collaborative environment and its dedication to diversity and client-centric service. I am confident that my analytical skills and passion for helping families simplify their financial lives will make me a valuable asset to your Wealth Management teams.
Составьте идеальное письмо к вакансии с ИИ-агентом
Откликнитесь в merceradvisors уже сейчас
Присоединяйтесь к лидеру индустрии и начните карьеру в финансовом планировании с Mercer Advisors уже сегодня!
Описание вакансии
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.\*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
\* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
| Job Summary: |
| Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor. In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities. |
| Essential Job Functions for this role include: |
| The Financial Planner’s responsibilities include, but are not limited to: Preparing financial plans for prospective and existing clients, including: + Cash flow and 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 Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation. Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans. Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness. Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations. Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning. * Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes. |
| Knowledge, Skills, and Abilities: |
| Bachelor’s degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance. Completion of CFP® coursework. A minimum of one year of financial industry–related experience preferred. Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred. Strong verbal, written, analytical, and organizational skills. Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment. Customer service–oriented mindset; coachable and eager to learn. High level of discretion and ability to maintain confidentiality. Flexibility and adaptability in a fast-paced environment. Ability to travel up to 10%. |
| 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. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. |
| 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. #LI-Hybrid |
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Base Pay Range
$63,712.60—$74,956 USD
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:
- 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. *This inbox is for accommodation requests only.*
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
Создайте идеальное резюме с помощью ИИ-агента
Навыки
- Financial Planning
- eMoney
- Morningstar Advise
- Salesforce
- Microsoft Excel
- Investment Analysis
- Estate Planning
- Tax Planning
- CRM
Возможные вопросы на собеседовании
Проверка технической грамотности и понимания инструментов планирования.
Опишите ваш опыт работы с eMoney или аналогичным ПО для финансового моделирования: какие сложные сценарии вам приходилось настраивать?
Оценка понимания фидуциарной ответственности, которая критична для Mercer Advisors.
Что для вас означает работа в качестве фидуциария и как это влияет на процесс подготовки финансового плана?
Проверка навыков приоритизации в условиях многозадачности.
Как вы справляетесь с ситуацией, когда несколько консультантов одновременно запрашивают подготовку планов с жесткими дедлайнами?
Оценка аналитических способностей в специфических областях.
Какие ключевые факторы вы учитываете при проведении анализа социального обеспечения (Social Security) для клиента, выходящего на пенсию?
Проверка навыков межличностного взаимодействия и командной работы.
Расскажите о случае, когда вам пришлось тесно сотрудничать с налоговыми или юридическими специалистами для решения проблемы клиента.
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- Страна
- США
- Зарплата
- 63 712 $ – 74 956 $