Holistiplan Jobs (NOW HIRING)

Job Summary:

Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In the Senior Financial Planner I role, you will work as part of our Financial Planning Group, in collaboration with our advisor teams to create customized and comprehensive financial plans for clients.  This position is best for a candidate who is advancing towards an advisor role or enjoys supporting efforts around the end client experience.

To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills.

Essential Job Functions for the Senior Financial Planner I will include:

• Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation.
• This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel.
• 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.
• Dispense financial planning advice in both supervised and unsupervised environments.
• Deliver financial planning support that results in increased referrals and high client retention.
• Ensuring adherence to company standards of client care, meetings, referrals and retention.
• Co- present financial planning concepts and analysis with advisors. 
• Mentor, coach, and review output of other members of the Financial Planning Group.
• Assist with creating and implementing procedures to improve efficiency and enhance client experiences.

Required Knowledge, Skills and Abilities:

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
• Passed the Certified Financial Planner (CFP) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP or Master's Degree in Financial Planning
• Client facing experience with at least 6 years relevant experience preferred
• Excellent verbal, written, analytical and organizational skills
• Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer).
• Technical and analytical training and experience in financial planning
• Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Ability to work independently without close supervision managing and prioritizing deliverables
• Must be highly flexible and confidential with all matters
• Ability to travel up to 20% required

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. Travel assumed up to 20% of the time.

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