merceradvisors
Senior Financial Planner (Newport, Beach CA)
At a Glance
- Location
- Newport Beach
- Work Regime
- hybrid
- Experience
- 6+ years
- Posted
- 2026-07-20T16:45:45-04:00
Key Requirements
Required Skills
Domain Knowledge
- Accounting
- Education
- Finance
- Insurance
- Medical
Benefits & Perks
ensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for
Requirements
Client facing experience with at least 6 years relevant experience preferred
Technical and analytical training and experience in financial planning
At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
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.
Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Responsibilities
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.