merceradvisors
Financial Planner (Lexington/Louisville, KY)
At a Glance
- Location
- United States
- Experience
- 1+ years
- Posted
- 2026-02-20T10:10:10-05:00
Key Requirements
Required Skills
Domain Knowledge
- Education
- Finance
- Insurance
- Medical
Benefits & Perks
ensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for
Requirements
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
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
Responsibilities
Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans.
You will prepare comprehensive financial planning modules, utilizing various software and proprietary tools.