Financial Planning Specialist
6 days ago
At Mercer Global Advisors Inc., we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning and investment advice to our clients.
Key Responsibilities:- Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
- Conduct thorough financial analyses and provide recommendations on investment strategies, tax planning, and estate planning.
- Collaborate with our investment team to develop and implement investment plans that align with our clients' goals and risk tolerance.
- Provide ongoing support and guidance to clients, including regular reviews and updates on their financial plans.
- Bachelor's degree in a related field, such as finance, accounting, or economics.
- Professional certifications, such as CFP or ChFC, are highly desirable.
- Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients, colleagues, and other stakeholders.
- A competitive salary and bonus structure.
- A comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) plan.
- Opportunities for professional growth and development, including training and education programs.
- A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced financial planning professional looking for a new challenge, please submit your application today.
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