merceradvisors
Financial Planner (New York City)
At a Glance
- Location
- New York, United States
- Work Regime
- hybrid
- Posted
- 2026-03-19T11:29:07-04:00
Key Requirements
Required Skills
Domain Knowledge
- Finance
Benefits & Perks
ensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for
Requirements
Customer service–oriented mindset; coachable and eager to learn.
At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
Compensation & Benefits
$63,712.60
—
$74,956 USD
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. We offer the following:
Company Paid Basic Life & AD&D Insurance
Responsibilities
Financial planning is the foundation of Mercer Advisors.
The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans.
This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation.
Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor.
In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools.
You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions.