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Holistiplan Jobs (NOW HIRING)

AssetMark

$230K - $265K/yr

Champion innovation and continuous improvement in planning technology (e.g., eMoney, Holistiplan, SS Analyzer) and process design * Work with advisors to develop business opportunities with new and ...

KerberRose S.C.

Financial Planner

Appleton, WI · On-site

$74K - $99K/yr

Advanced mastery of leading planning tools-RightCapital, Income Solver, and Holistiplan-to deliver sophisticated client solutions. * Apply KRW modeling techniques at an expert level. * Independently ...

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site

$120K - $170K/yr

Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan Compensation: $120,000 - $170,000+ (salary + bonus, depending on experience and expertise) Benefits: 401(k) with match, health ...

LJB CPA

Tax Manager

Dallas, TX · On-site

$107K - $141K/yr

Proficiency with tax preparation, tax planning, and research software (e.g., Lacerte, CCH Axcess, Holistiplan) * Must be authorized to work in the United States (we are unable to sponsor work visas ...

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site +1

$120K - $170K/yr

Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan Compensation: $120,000 - $170,000+ (salary + bonus, depending on experience and expertise) Benefits: 401(k) with match, health ...

RIA Recruiting

Paraplanner

Garden City, NY

$90K - $120K/yr

Experience with financial planning and portfolio tools - experience with eMoney, Redtail, Schwab Advisor Center, CircleBlack, Morningstar, and Holistiplan are a plus but not required * Organization ...

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Holistiplan information

What is Holistiplan?

Holistiplan is a tax planning software designed for financial advisors. It automates the process of analyzing client tax returns and generates customized tax planning reports. By uploading a client's tax document, advisors can quickly identify planning opportunities and potential tax savings. This enables more efficient and proactive financial planning, helping advisors provide greater value to their clients.

What are the typical daily tasks and collaborative responsibilities of a financial advisor using Holistiplan software?

As a financial advisor leveraging Holistiplan, your daily tasks often include uploading and analyzing clients’ tax returns, generating tax planning reports, and identifying actionable strategies for each client. You’ll frequently collaborate with other advisors or paraplanners to review client data, discuss planning scenarios, and ensure recommendations align with broader financial goals. Holistiplan streamlines workflows, but effective communication with your team and clients remains essential to interpret results and implement strategies successfully.

What are the key skills and qualifications needed to thrive as a Holistiplan user (financial planner), and why are they important?

To thrive as a Holistiplan user, you need a strong background in financial planning, tax analysis, and client advisement, typically supported by certifications such as CFP or CPA. Proficiency with Holistiplan software, tax planning tools, and financial modeling systems is essential. Excellent communication, analytical thinking, and attention to detail help you interpret complex reports and deliver actionable insights to clients. These skills ensure accurate, efficient financial planning that maximizes client value and supports informed decision-making.

What is the difference between Holistiplan vs Financial Planner?

AspectHolistiplanFinancial Planner
CredentialsTypically requires CFP certification, financial planning backgroundOften holds CFP, ChFC, or other financial planning credentials
Work EnvironmentSoftware-based, used by financial advisors for client analysisAdvisory firms, independent practice, or corporate settings
Industry UsageUsed as a tool within financial planning servicesProvides comprehensive financial advice and planning

Holistiplan is a software tool that financial planners use to analyze client portfolios and generate tax-efficient strategies. In contrast, a Financial Planner offers personalized financial advice, including investment, retirement, and estate planning. While both roles require similar credentials and work within the financial industry, Holistiplan functions as a supporting technology for financial planners rather than a standalone advisory role.

How long has Holistiplan been in business?

Holistiplan was founded in 2017 and has been providing financial planning software for advisors since then. The company specializes in tools that help streamline the client review process and improve efficiency for financial professionals.
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Holistiplan jobs near you
Infographic showing various Holistiplan job openings in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 92% In-person, and 8% Hybrid job distribution.

Senior Financial Planner (Portland, OR)

Portland, OR

Mercer Advisors
Finance and Insurance • 201 - 500 employees
Learn more about Mercer Advisorsexternal

$80K - $108K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* 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. 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.

#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
$89,250—$105,000 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 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
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

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.
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

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