Director, Financial Planning
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Job Description
Financial planning director leading centralized planning processes and teams at Mercer Advisors, which integrates wealth management services for families. Developing playbooks, training programs, and client-facing planning expertise.
Responsibilities:
- Develop and maintain unified financial planning processes that drive efficiency for client service teams
- Oversee the day-to-day activities, training and development of members of the centralized Financial Planning Group
- Collect, codify, and disseminate best practices related to financial planning production
- Develop and maintain a playbook for development and delivery of financial plans
- Proactively modify internal systems to support and enhance the financial planning experience
- Lead and mentor a team of planners delivering financial plans, including task oversight, training, time management, coaching, and mentoring
- Cultivate relationships with wealth management team members in support of the financial planning process
- Develop and maintain training programs for wealth management teams on financial planning delivery and tools
- Stay informed about industry trends, regulations, and planning issues, and communicate relevant changes to the organization
- Produce collateral and serve as a financial planning thought leader within Mercer Advisors and the industry
Requirements:
- 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
- Availability during standard business hours Monday through Friday from 8AM to 5PM, with occasional early or late hours
- Up to 10% travel
Benefits:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; 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
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