Financial Planning Specialist

1 week ago

Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full time
Job Title: Financial Planning Specialist

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:
  • Analyze and interpret financial data to develop comprehensive financial plans for clients
  • Develop and implement investment strategies to meet clients' financial goals
  • Provide ongoing financial planning and investment advice to clients
  • Collaborate with other team members to ensure seamless delivery of services to clients
Requirements:
  • Bachelor's degree in a related field (e.g. finance, accounting, economics)
  • Professional certifications such as CFP, ChFC, or PFS
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
What We Offer:
  • A competitive salary and bonus structure
  • A comprehensive benefits package, including medical, dental, and vision insurance
  • A 401(k) retirement plan with company match
  • Opportunities for professional growth and development

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

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