Financial Planner (Tampa, FL)

Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related)

Has begun CFP

®

coursework

At least 1 year of financial industry related experience preferred

Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred.

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.  The candidate will be responsible for document analysis, data management, and financial plan preparation.  This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning.

You will prepare comprehensive financial planning modules, utilizing various software and proprietary tools. You will also work with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be passionate about financial planning.  Desirable characteristics: self-motivation, flexibility, detail oriented, process-driven, analytical, and have a high degree of follow-through and strong communication skills.