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Mercer Advisors

Tax Partner - UHNW

$113K - $148K/yr

Lead and develop a select team of UHNW-focused tax professionals supporting Regis engagements, overseeing staffing, engagement economics, billing, and service quality. * Identify planning ...

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Director of Financial Planning, (HNW/UHNW)

Mercer Advisors

Remote

Full-time

Re-posted 13 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

Job Summary:

The Director, Financial Planning UHNW takes a leading role in driving the success of financial planning at Mercer Advisors by maintaining unified financial planning processes, and training on this process. In addition, this role leads a team of advanced planners that delivers financial planning, including training and oversight. 

Essential Job Functions for this role include:

  • Develop and maintain unified financial planning processes that drives efficiency for client service teams dedicated to UHNW clients at Mercer Advisors.
  • Oversee the day-to-day activities, training and developing members of the centralized Financial Planning Group.
  • Collect, codify, and disseminate best practices related to financial planning production.
  • Develop and maintain "playbook" on development and delivery of financial plans to create maximum efficiency and ease of delivery for client service.
  • Proactively modify internal systems to support and enhance the financial planning experience.
  • Lead and mentor team of planners on delivering financial plans, including overseeing day-to-day tasks, training, time management, coaching, and mentoring.
  • Cultivate superior relationships with wealth management team members in support of the financial planning process specific to UHNW clients.
  • Develop and maintain training programs for wealth management teams on how to deliver financial planning, and tools to use for effective delivery.
  • Stay informed of evolving industry trends, regulations, and planning issues, and communicate relevant changes to the organization.
  • Create visibility for Mercer Advisors regarding financial planning by producing collateral, being a thought leader within the company as well as in the industry.

Knowledge, Skills, and Abilities:

  • Bachelor's degree required
  • 10+ years of successful experience in the financial services industry
  • CFP (Certified Financial Planning) designation required. Additional credentials preferred.
  • Ability to create content and deliverables in high volume, fast-paced environments
  • Track record of success with ultra-high net worth clients and complex financial planning situations
  • Experience determining the needs of advisors, partners and prospects through investigative questions, offering solutions and asking for the right actions.
  • Proficiency in public speaking, to clients, prospective clients, and advisors, including large groups.
  • Successful track record of creating and implementing new programs and ideas across the organization.
  • Deep understanding of the financial planning profession and a forward-looking mindset            
  • Skilled understanding of the business development environment, including channel partners
  • Comprehensive industry, financial planning, and investment management knowledge
  • Excellent communication, presentation, listening and analytical skills.
  • Strong attention to detail, and exceptional follow through
  • Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
  • Established and active industry network

Work Schedule:

This professional role requires availability Monday through Friday, 8:00 AM - 5:00 PM.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs. Travel assumed up to 10% of the time.

Application Deadline: The initial deadline for applications is 5/22/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

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