<h3>Job Description</h3>
Job Description
Position Title:&nbsp;&nbsp;&nbsp; Financial Planner
Reports to:&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;SVP
Department: &nbsp;&nbsp;&nbsp;&nbsp; Simplicity Wealth: Protected Tomorrows
Location: &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Lincolnshire, IL&nbsp; &nbsp;(in-office, full-time)
Classification: &nbsp;&nbsp;Full Time/Exempt
Summary / Job Objective: &nbsp;Protected Tomorrows, a Simplicity Commitment, is adding to our financial planning team.&nbsp; We are seeking an individual who is a disciplined, methodical, highly motivated, tech-savvy learner, who consistently performs at a high level under variable workloads, and has a passion for making a positive impact on clients’ lives.&nbsp; The candidate will develop and implement financial plans to achieve clients’ long-term goals, such as retirement, savings, investing and estate planning. &nbsp;The candidate will assess clients’ financial situations, design personalized strategies, and provide ongoing support and guidance. At Protected Tomorrows, a Simplicity Group Commitment, we serve many families with special needs, and combine financial plans with our social service acumen to create holistic plans for our clients.
Essential Job Functions: &nbsp;
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Financial Assessment: Analyze clients’ financial situation, including income, expenses, assets, liabilities and goals&nbsp;
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Plan Development: Create comprehensive financial plans tailored to each client’s needs
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Client Communication and Education: Educate clients about financial concepts, products and risk, and communicate effectively about their financial plan and progress
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Investment Management: Assist clients with investment decisions and recommend appropriate investment strategies
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Retirement Planning: Help clients plan retirement, including saving strategies, determining retirement needs, and utilizing the appropriate retirement accounts.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Tax Planning: Provide guidance on tax strategies such as minimizing tax liabilities and utilizing tax-advantaged accounts.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Estate Planning: Assist clients with estate planning, including wills, trusts and other estate planning documents.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Client Relationship Management: Build and maintain strong relationships with clients, provide ongoing support and guidance, and monitor their financial progress.
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Compliance: Ensure compliance with financial regulations and guidelines
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Staying Current: Keeping updated on financial products, regulations and best practices
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Developing New Business: Identify and attract new clients
Qualifications:
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Bachelor’s Degree
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Series 65, CFP, Insurance Licenses a benefit
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Technical Skills: High proficiency with CRM systems, planning software, Google, Microsoft Office
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Special Needs: Having experience in the special needs community is a benefit
Competencies:
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Process Orientation: methodically follow guidelines for accuracy
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Organized: Manage multiple tasks, deadlines and access resources efficiently
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Analytical Skills: Ability to analyze data, identify issues or concerns and make informed decisions
·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Problem-Solving Skills: Identify and resolve issues that arise during a planning process
&nbsp;Compensation &amp; Benefits: 
Compensation (based on experiences and licenses)
<ul>
<li>Base salary: &nbsp;$65,000 - $80,000</li>
<li>This is an exempt position</li>
<li>Annual performance bonus target: 10%</li>
</ul>
Benefits
· Employee benefits (medical, dental, vision, life insurance, other)
· 401k with employer match
· Paid Time Off
· Free parking
Location: 103 Schelter Road, Lincolnshire IL (This role is an in-office position, M-F)
Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com. 
<h3>Company Description</h3>
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,100 employees and 70 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Financial Planner

<h3>Job Description</h3>
Job Description
We are searching for a motivated individual who is relationship-driven and seeks a long-term opportunity to help shape an already successful financial planning practice to join our team as an Advisor. Alongside our founders, you will be responsible for caring for a specific group of clients and developing new business, acting ethically and honestly as a fiduciary to ensure the client’s best interests are of primary focus.
If you’re a seasoned advisor with a strong client base or advanced planning skills, we’d love to tailor the compensation to your experience.
The base salary for newer advisors is $50,000–$75,000, commensurate with experience and qualifications. This range is designed for candidates with up to five years of advisory experience. A bonus program is offered as well. 
Responsibilities:
<ul>
<li>Build a client base through educational seminars, workshops, referrals, etc.</li>
<li>Gather and analyze client information, including income, assets, investments, and debts.</li>
<li>Identify and educate prospects about financial products that best align with client needs and circumstances.</li>
<li>Provide informed recommendations on wealth management strategies, including income planning, tax efficiency, healthcare, estate planning, and investments.</li>
<li>Proactively prospect new clients through outreach, networking, and marketing initiatives.</li>
<li>Develop and present customized financial plans tailored to client goals.</li>
<li>Document all client interactions in the Customer Relationship Management (CRM) system.</li>
<li>Operate proactively in managing client-related tasks and communications.</li>
<li>Support Client Service Managers with processing service requests and ensure timely responses to client inquiries.</li>
<li>Maintain strict adherence to compliance guidelines and industry best practices.</li>
<li>Continuously expand knowledge of financial planning trends and regulatory updates.</li>
<li>Keep required licensure active and in good standing.</li>
<li>Encouraged to become a CERTIFIED FINANCIAL PLANNER, CFP®</li>
</ul>
Qualifications:
<ul>
<li>Series 65 or equivalent licensing (required) </li>
<li>Life and Health Insurance licensing (required) </li>
<li>1-3 years of experience as a licensed financial advisor (preferred)</li>
<li>BA/BS degree (preferred)</li>
<li>Ability to build strong relationships through open, honest communication</li>
<li>Highly process-driven, with a strong commitment to follow-through</li>
<li>Ability to handle sensitive and confidential information with discretion</li>
<li>Exceptional attention to detail with a commitment to accuracy and excellence</li>
<li>Effective presentation and public speaking skills</li>
<li>Strong knowledge of financial planning principles, investment strategies, and risk management</li>
</ul>
Company DescriptionTrue Financial Partners was founded in 2009 with the sole purpose of helping clients retire successfully. We accomplish this by incorporating several areas of planning including investment, tax, estate, and insurance planning. Our process is very thorough, but it’s the lasting relationships we form with our clients that make the difference. We properly prepare you for retirement! 
<h3>Company Description</h3>
True Financial Partners was founded in 2009 with the sole purpose of helping clients retire successfully. We accomplish this by incorporating several areas of planning including investment, tax, estate, and insurance planning. Our process is very thorough, but it’s the lasting relationships we form with our clients that make the difference. We properly prepare you for retirement!

<h3>Job Description</h3>
Job Description
We are looking for a Certified Financial Planner to learn our planning process and help our members (clients) manage their finances. We are a fee-only fiduciary with a focus on retirement planning.
Position Overview
A lead planner is a dedicated professional who primarily focuses on providing personalized financial guidance and support to members. Spending over 60% of their time working directly with members, these planners are instrumental in helping individuals and families achieve their financial goals. Their core responsibilities include creating comprehensive financial plans, developing investment strategies, managing portfolios and offering ongoing advice to ensure members financial plans remain aligned with their changing needs, goals and market conditions. By dedicating most of their time to member interactions, lead planners ensure that their members receive the highest level of personalized service, fostering a sense of confidence and security in their financial future. These positions may cultivate new member referrals through offering a high-level of service to existing members, but they are not required to develop new member relationships through business development and/or marketing channels.
In addition to their member-facing duties, Lead Planners will support Senior Planners and train junior planners. Planners are expected to stay current with market trends, regulatory changes, and new financial products to provide the best possible advice. They often collaborate with other financial professionals, such as tax advisors and estate planners, to offer a holistic approach to financial planning. Effective communication skills, analytical thinking, and a deep understanding of financial principles are essential for success in this role.
Responsibilities include:
<ul>
<li>Develop Customized Financial Plans: Create tailored financial strategies that align with members short-term and long-term goals.</li>
<li>Provide Investment Advice: Recommend appropriate investment options based on members objectives and risk profiles.</li>
<li>Monitor and Review Portfolios: Regularly review and adjust clients' investment portfolios to ensure they remain aligned with their goals and market conditions.</li>
<li>Financial Planning: Help members plan by assessing needs, recommending solutions, and creating financial strategies in all key areas, including Cash Flow, Budgeting, Retirement Planning, Investments, Estate Planning, Tax Planning, Education Planning, and Risk Management.</li>
<li>Conduct Regular Member Meetings: Schedule and hold annual/semiannual review meetings to review and discuss changes in clients' situations.</li>
<li>Educate Members: Explain complex financial concepts in understandable terms to help clients make informed decisions.</li>
<li>Ensure Regulatory Compliance: Stay updated with financial regulations and ensure all member interactions and transactions comply with legal requirements.</li>
<li>Collaborate with Other Professionals: Work with tax advisors, estate planners, and other financial professionals to provide comprehensive advice.</li>
<li>Respond to Member Inquiries: Address clients' questions and concerns promptly, providing accurate and helpful information</li>
<li>Support Senior Planners: Assist in behind the scenes planning work and sit in on any meetings with member that will be transitioned to their book.</li>
<li>Train Junior Planners: Assist in the training of planners’ junior to your role.</li>
</ul>
Skills and knowledge requirements:
<ul>
<li>Financial Expertise: In-depth knowledge of financial planning, investment strategies, retirement planning, tax laws, and estate planning.</li>
<li>Analytical Skills: Strong ability to analyze financial data, assess risk, and develop effective financial strategies.</li>
<li>Communication Skills: Excellent verbal and written communication abilities to explain complex financial concepts clearly and persuasively to members.</li>
<li>Interpersonal Skills: Strong relationship-building skills to establish trust and rapport with members, understanding their needs and goals.</li>
<li>Regulatory Knowledge: Thorough understanding of relevant financial regulations and compliance requirements to ensure ethical and legal practices.</li>
<li>Problem-Solving Skills: Ability to identify financial issues and develop creative solutions tailored to members' unique situations.</li>
<li>Technological Proficiency: Familiarity with financial planning software, investment platforms, and other technology tools to enhance efficiency and service quality.</li>
</ul>
Experience and education requirements:
<ul>
<li>Certifications: Completed CFP designation.</li>
<li>Education: BSc/BA in accounting, finance, business administration or relevant field; additional professional certifications are a plus.</li>
<li>Experience: 3+ years of experience in financial planning or advisory roles, with a proven track record of managing client relationships.</li>
<li>Skills Development: Enhanced expertise in specific areas such as retirement planning, tax strategy, or estate planning.</li>
</ul>
Job Type: Full-time
Benefits:
<ul>
<li>401(k)</li>
<li>401(k) matching</li>
<li>Dental insurance</li>
<li>Employee discount</li>
<li>Health insurance</li>
<li>Life insurance</li>
<li>Paid time off</li>
<li>Professional development assistance</li>
<li>Vision insurance</li>
</ul>
Work Location: In person
Company DescriptionZynergy Retirement Planning is a fee-only retirement planning firm that helps people achieve, maintain, and enjoy financial freedom. 
<h3>Company Description</h3>
Zynergy Retirement Planning is a fee-only retirement planning firm that helps people achieve, maintain, and enjoy financial freedom.

Lead Planner - Certified Financial Planner

<h3>Job Description</h3>
Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard &amp; Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see <a href="http://fortune.com/fortune500/" target="_blank">http://fortune.com/fortune500/</a> Compensation:
$70,000 - $100,000
Responsibilities:
<ul>
<li>Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs</li>
<li>Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products</li>
<li>Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor</li>
<li>Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals</li>
<li>Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan</li>
</ul>
Qualifications:
<ul>
<li>Ability to successfully network to prospect new potential clients is a must</li>
<li>Strong relationship management skills and/or experience required</li>
<li>Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity </li>
</ul>
About Company 
At New York Life, we offer a unique value proposition that cannot be found in many industries:
<ul>
<li>Great income potential</li>
<li>Defined opportunities based on merit, not tenure</li>
<li>Education on the company's dime</li>
<li>Autonomy of schedule</li>
<li>Positive impact on your local community</li>
</ul>

<h3>Job Description</h3>
Job Description
Purpose:
As part of the Wealth Management Client Experience Team, the Financial Planner is an integral role to clients and in business activities as they are one of three licensed professionals connected to clients of the firm who have an excess of $500,000 on platform. The Wealth Advisor leads the investment management portion of the relationship and is accountable for business development and new-client onboarding. The Financial Planner supports the Wealth Advisor by attending educational events and building deep relationships with each client to deliver a Raving Fan experience. The Financial Planner also works closely with the Wealth Manager as the primary support. This includes building and maintaining comprehensive financial plans presented by the Wealth Manager, coordination and oversight of planning implementation directly with the client and serving as the client’s main point of contact for ongoing services. Although the Financial Planner does not perform the ongoing services, they are the sole point of contact between the client and the firm regarding these services. This professional team, including the Financial Planner, has regular client interaction, proactive outbound calls, and active participation in Goal Review and Risk Audit meetings. The primary measurement of success for the Financial Planner is solving all proactive and reactive transactional client requests quickly and accurately with a high level of communication.
Job Responsibilities: 
<ul>
<li>Adherence to the Wealth Management core process, while providing proactive and reactive service for clients within the Credent Experience.</li>
<li>Meets with assigned clients a minimum of twice per year to foster and build long-term, trusting relationships through the Credent Experience.
<ul>
<li>Assist the Wealth Manager in the Risk Audit gap analysis for clients within the context of their goals and make appropriate recommendations and adjustments as necessary pertaining to insurance, estate, and taxes.</li>
<li>Assist the Wealth Manager in the Goal Review Meeting by guiding clients through a process of identifying and prioritizing financial and personal goals inclusive of retirement, college, major purchases, and miscellaneous planning needs. These plans are then stress tested and shared with the client.</li>
</ul>
</li>
<li>Serve as the client’s main point of contact for all questions regarding the online Credent Portal, ongoing services, and implementation of planning recommendations.</li>
<li>Conduct regular outbound calls to keep clients informed of ongoing services, RMDs, and planning implementation.</li>
<li>Participate in and support the Wealth Advisor at various firm-sponsored educational and social events with leads and clients.</li>
<li>Through deep relational knowledge, execute Raving Fan initiatives each week in cooperation with team members.</li>
<li>Work with team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations.</li>
<li>Remain knowledgeable of the policies and regulations of the regulatory bodies to ensure compliance with all work activities as well as comply with company-wide policies and regulatory bodies.</li>
</ul>
Equipment Used:
<ul>
<li>Standard office equipment</li>
<li>Web conferencing software</li>
<li>Cloud-based storage software</li>
<li>Finance Planning Software</li>
<li>CRM Software</li>
<li>Microsoft Office Suite</li>
</ul>
Hours/Travel:
<ul>
<li>Monday through Friday; 8:00 am – 5:00 pm plus occasional evenings and weekends.</li>
<li>Meetings and events may require work outside normal office hours and outside of the office.</li>
</ul>
Knowledge, Skills, and Abilities:
<ul>
<li>Progressive analytical knowledge, client service, and interpersonal skills.</li>
<li>Excellent verbal, written, and presentation communication skills.</li>
<li>General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.).</li>
<li>Adaptable, detail-orientated, and creative problem-solving.</li>
<li>Ability to multitask, learn, and think beyond the current process.</li>
<li>Proficient in Microsoft Office suite.</li>
<li>Knowledge of different business and finance software.</li>
</ul>
Education:
<ul>
<li>Bachelor's degree required preferrable in Finance or Business Administration </li>
<li>CFP Preferred</li>
</ul>
Experience:
<ul>
<li>1+ years in Finance, Banking, Tax, accounting firms, or customer service-related field.</li>
</ul>
Series 65:
<ul>
<li>Series 65 or equivalent achieved within 30–45 days after hire.</li>
</ul>

<h3>Job Description</h3>
Job Description
Position Summary and Why This Roles Matters
The Associate Financial Planner works closely with our lead planner in delivering retirement planning, investment management, and tax guidance in a fee‐only, fiduciary model. The position is structured to develop you into a Financial Planner in 3 years or less.
Retirement planning is about more than numbers—it’s helping individuals design a life that feels meaningful and purpose‐driven, beyond just financial security. You’ll play a key role in helping clients make that a reality.
Responsibilities
<ul>
<li>Client Engagement &amp; Onboarding
<ul>
<li>Prepare meeting agendas, analyze current investments, propose model portfolios, and create initial retirement projections for discovery meetings with prospective clients.</li>
<li>Participate with lead planner in discovery and onboarding meetings with new clients.</li>
</ul>
</li>
<li>Retirement Planning &amp; Strategy
<ul>
<li>Create and update clients’ retirement planning projections in financial planning software.</li>
<li>Analyze and compare different combinations of Social Security claiming, investment withdrawal, asset tax location, and partial Roth conversion strategies in planning software.</li>
</ul>
</li>
<li>Client Communication &amp; Service
<ul>
<li>Promptly respond to client service requests.</li>
<li>Use analogies and plain language over jargon to explain complex concepts.</li>
<li>Proactively communicate with clients to implement the client service calendar.</li>
<li>Collaborate with lead planner in client review meetings and meeting follow up.</li>
</ul>
</li>
<li>Practice Support &amp; Team Collaboration
<ul>
<li>Assist with trading and rebalancing client investment portfolios.</li>
<li>Coordinate planning implementation with outside professionals.</li>
<li>Assist with year-end tax processes including RMDs, Roth conversions, tax letters, etc.</li>
<li>Coordinate with operations and compliance to ensure seamless client experiences and adherence to regulatory rules and compliance policies.</li>
</ul>
</li>
</ul>
Qualities
<ul>
<li>Character: Integrity to do the right thing, especially when it is difficult.</li>
<li>Competence: Advising clients on complex and multifaceted topics requires a deep and broad knowledge base.</li>
<li>Caring: A passion for helping people and delivering advice with a compassionate bedside manner.</li>
<li>Communication: Clear and professional written and verbal communication skills.</li>
<li>Collaborative: Attention to detail and thrive in a team environment with open communication.</li>
<li>Curiosity: A desire to continually develop knowledge and wisdom to help yourself and others live better lives.</li>
</ul>
Qualifications
<ul>
<li>Bachelor’s degree required (Finance, Economics, or related preferred).</li>
<li>2+ years of experience providing financial planning and investment support for clients required.</li>
<li>CERTIFIED FINANCIAL PLANNER™ (CFP®) and Series 63/66 preferred.</li>
<li>Experience with Microsoft Office and Excel required.</li>
<li>Experience with CRM (Wealthbox), financial planning (RightCapital), portfolio management and reporting (Orion), tax (Holistiplan) and portfolio analysis (Riskalyze/Nitrogen) a plus.</li>
<li>Retirement Income Certified Professional® (RICP®) a plus.</li>
</ul>
What We Offer
<ul>
<li>Competitive Compensation: Base salary from $75,000 to $95,000 depending on education and experience, plus annual bonus target of 10% of salary, referral compensation program, 401(k) match, and generous paid vacation policy.</li>
<li>Mentorship &amp; Clear Growth Path: Close‐knit team and learning environment with the goal of this hire adding Financial Planner responsibilities within 3 years.</li>
<li>Fun, Flexible &amp; Client-Centered Culture: We prioritize client outcomes over a specific number of hours in the office. We strive to create a fun and meaningful place to grow your career. A positive attitude with a sense of humor will fit in well here.</li>
</ul>
To Inquire
Email your resume and a brief note to <a href="mailto:jwolberg@greatriverfinancial.com" target="_blank">jwolberg@greatriverfinancial.com</a>. Please include “Associate Financial Planner – [Your Name]” in the subject line

Associate Financial Planner

<h3>Job Description</h3>
Job Description
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Sr. Financial Planner assists the Wealth Manager in reviewing, analyzing and delivering financial planning modules to clients. The Financial Planner is an integral team member and will work have a collaborative business approach and will work with team members in the Wealth Management and Sales teams. 
Essential Job Functions for the Financial Planner will include:
<ul>
<li>Providing advanced planning support to Wealth Manager and Wealth Management leadership in the areas of investments, tax, pension, estate, insurance and general financial planning</li>
<li>Supporting in servicing clients by preparing for meetings, developing presentation materials and providing reviews and ad hoc reporting </li>
<li>Managing the financial planning workflow to support the Wealth Manager and Wealth Management leadership team commitments to clients and meet post client meeting delivery deadlines</li>
<li>Establishing and developing strong relationships with clients and participating in client meetings with Wealth Managers</li>
<li>Dispensing financial planning advice in both supervised and unsupervised environments</li>
<li>Delivering financial planning support that results in increased referrals and high client retention</li>
<li>Acting as a trusted advisor through preparation and delivery of advice to clients within the context of the Financial Planner's knowledge and training</li>
<li>Collaborating with other team members and departments including Investments and Family Wealth Services (FWS)</li>
<li>Providing support and training to Wealth management service team and Associate Financial Planners</li>
<li>Ensuring adherence to company standards of client care, meetings, referrals and retention</li>
</ul>

Requirements:

Education:
· Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
Experience:
· Five plus years of advanced planning experience, including client facing experiences
Certifications:
· Certified Financial Planner (CFP) designation
Job Skills:
· Advanced knowledge of the industry
· Knowledge of job skills as a Client Service Specialist, if internal employee
· Excellent Client Focus
· Continually seeks to enhance job knowledge; striving to expand skillset in the Wealth Advisor career path
· Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software preferred
· Technical and analytical training and experience in financial planning
· Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment
· Ability to work without close supervision managing and prioritizing deliverables
· Must be highly flexible and confidential with all matters
· Ability to travel up to 20% as required for local client meetings and/or nationally for educational trainings and seminars

Work Schedule: Monday through Friday, 8:00AM – 5:00PM.
Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs. Travel assumed up to 20% of the time.
Competencies:
Business &amp; Technological Knowledge
Industry Experience
Advanced knowledge of the industry, financial products and financial planning concepts
Economic Landscape
Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
Data/Financial Acumen
Advanced working knowledge of data and financial metrics relevant to the job
Business Ops - CSU
Strong working and core understanding of CSU Operations
SO's - FP
Advanced knowledge of financial planning concepts and Firm's services/offerings
Tech - FP
Mastery of Financial Planning software and comparison tools
Tech - Salesforce
Expert use of core technology
Core Tech/Platforms
Expert of all of the mechanics of all Core Technology (Microsoft Office, Box, Custodian Sites, Task Mgmt tools, Docusign)
Tech - ENV
Oversees all Envestnet activities for the CSU
Compliance
Advanced working knowledge of compliance requirements
INTERPERSONAL EFFECTIVENESS
Teamwork &amp; Collaboration
Role model for cross-Firm teamwork and collaboration
Work Environment
Role model positive work environment; builds appropriate rapport with other team members
Balancing Priorities
Balances competing priorities and manages time pressures with composure
Trustworthiness
Instills trust across the Firm as someone who can be counted on for honesty, integrity and reliability
Professional Presence
Confidently facilitates client and/or team meeting of appropriate role and demeanor in client and team meetings, internal trainings and business functions
Communications
Presents oral and written communications in a concise and well-organized form
CLIENT FOCUS &amp; ACCOUNTABILITY
Client Service
Assists in the development of materials for client meetings and follow-ups. Proactively seeks opportunities to provide support to Financial Planners and/or Wealth Advisors
Resource Coordination
Begins to establish internal resource channels needed to deliver high quality work on a timely basis
Growth Mindset
Learns the Firm's approach to business development
Quality
Demonstrates accountability for own work quality; checks with others to ensure accuracy
LEADERSHIP
Guiding Principles
Consistently demonstrates full commitment to Firm vision and values
Talent Development &amp; Leadership
Proactively takes on new work; Formally involved in training, coaching and mentoring more junior employees; seeks new leadership opportunities
Innovation &amp; Change Management
Seeks to expand capabilities of the company
Firm-building
May play a key role in the implementation of firm wide processes
Driving Results
Partners with Wealth Advisors to support achievement of KPI's
Benefits:
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:
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays with a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (6 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>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.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match</li>
<li>Pet Insurance</li>
</ul>
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

Sr Financial Planner I

<h3>Job Description</h3>
Job Description
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
The Senior Financial Planner ("SFP") will serve as a national financial and tax planning resource across Choreo.  The SFP will partner directly with client-facing advisors to support client planning engagements and ongoing relationships. The focus of this role is on building, evaluating, and presenting both comprehensive and ad hoc scenario-based plans that span the full range of wealth planning disciplines. The SFP will cover both client-specific planning and advisor education/enablement. This role will help continue to build a center of excellence for tax-centric planning resources for Choreo advisors nationwide. 
The Senior Financial Planner will focus on core planning areas including goals-based and retirement planning, cash flow and savings modeling, and annual income and multi-year tax planning. Additional areas of focus include Social Security and Medicare, risk management and insurance, investment planning, education and college funding, philanthropic giving, estate and wealth transfer planning, and business owner planning. The SFP will be the primary contact for all advisory support for these topics for mid-sized, moderately complex clients with the opportunity to partner with the Senior Wealth Strategist on large-sized, complex client relationships. 
Primary Responsibilities: 
<ul>
<li>Serve as a technical planning partner to wealth advisors on active client situations, and at times, join meetings with Choreo advisors, clients, and outside client advisors.</li>
<li>Review advisor-drafted financial plans and modeling with advisors and offer insights.</li>
<li>Assist advisors in leveraging eMoney and other planning tools (e.g., Holistiplan) across a variety of cases including co-preparation of financial plans and simulations.</li>
<li>Respond to advisor planning questions and conduct research on nuanced financial/tax issues.</li>
<li>Coordinate closely with Choreo's Senior Wealth Strategist to expand advanced planning initiatives across the firm.</li>
<li>Help codify and disseminate best practices in financial and income tax planning across the firm.</li>
<li>Help test and evaluate planning software for broader adoption.</li>
<li>Develop and deliver internal training on relevant topics.</li>
<li>Participate in thought leadership and marketing content development.</li>
<li>Support the integration of planning into the broader client experience model across Choreo, and collaborate with the Senior Wealth Strategist to develop the Choreo advanced planning team.</li>
<li>Contribute to firm-wide initiatives focused on planning quality, consistency, and innovation. </li>
</ul>
Basic Qualifications:
<ul>
<li>10+ years' experience working in financial and tax planning with wealth management teams (or a similar role in a CPA firm with significant financial planning and 1040/1041 return preparation experience)</li>
<li>CFP or PFS designation (CPA or other advanced tax qualifications are also highly preferred)</li>
<li>Experience collaborating with financial advisors and advisory teams</li>
<li>Master-level proficiency with eMoney and Holistiplan</li>
<li>Experienced leadership skills with the ability to provide effective coaching</li>
<li>Proactive problem-solving skills with an entrepreneurial mindset</li>
<li>Ability to deliver information and present to clients and larger internal and external groups in public speaking</li>
<li>In-depth knowledge of comprehensive financial planning and wealth management disciplines</li>
<li>Highly effective communication skills and emotional intelligence</li>
<li>Ability to travel throughout the continental U.S., expected between 10-20% as needed </li>
</ul>
Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: 
<ul>
<li>Competitive salary and bonus plan </li>
<li>Competitive medical, dental, and vision plans </li>
<li>Basic life and disability coverage </li>
<li>401(k) matching program </li>
<li>Financial support for approved designations and courses</li>
<li>Technical, leadership, sales training opportunities</li>
<li>Unlimited, discretionary time off</li>
<li>Paid parental leave </li>
</ul>
​​Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

Senior Financial Planner

<h3>Job Description</h3>
Job Description
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
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.
To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills.
Essential Job Functions for the Senior Financial Planner I will include:
<ul>
<li>Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation.</li>
<li>This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel.</li>
<li>Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future.</li>
<li>Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs.</li>
<li>Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.</li>
<li>Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.</li>
<li>Dispense financial planning advice in both supervised and unsupervised environments.</li>
<li>Deliver financial planning support that results in increased referrals and high client retention.</li>
<li>Ensuring adherence to company standards of client care, meetings, referrals and retention.</li>
<li>Co- present financial planning concepts and analysis with advisors. </li>
<li>Mentor, coach, and review output of other members of the Financial Planning Group.</li>
<li>Assist with creating and implementing procedures to improve efficiency and enhance client experiences.</li>
</ul>
Required Knowledge, Skills and Abilities:
<ul>
<li>Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)</li>
<li>Passed the Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP® or Master's Degree in Financial Planning</li>
<li>Client facing experience with at least 6 years relevant experience preferred</li>
<li>Excellent verbal, written, analytical and organizational skills</li>
<li>Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer).</li>
<li>Technical and analytical training and experience in financial planning</li>
<li>Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment</li>
<li>Ability to work independently without close supervision managing and prioritizing deliverables</li>
<li>Must be highly flexible and confidential with all matters</li>
<li>Ability to travel up to 20% required</li>
</ul>
Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 20% of the time.
Benefits:
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:
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays with a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (6 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>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.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match</li>
<li>Pet Insurance</li>
</ul>
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

<h3>Job Description</h3>
Job Description
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
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.
To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills.
Essential Job Functions for the Senior Financial Planner I will include:
<ul>
<li>Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation.</li>
<li>This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel.</li>
<li>Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future.</li>
<li>Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs.</li>
<li>Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.</li>
<li>Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.</li>
<li>Dispense financial planning advice in both supervised and unsupervised environments.</li>
<li>Deliver financial planning support that results in increased referrals and high client retention.</li>
<li>Ensuring adherence to company standards of client care, meetings, referrals and retention.</li>
<li>Co- present financial planning concepts and analysis with advisors. </li>
<li>Mentor, coach, and review output of other members of the Financial Planning Group.</li>
<li>Assist with creating and implementing procedures to improve efficiency and enhance client experiences.</li>
</ul>
Required Knowledge, Skills and Abilities:
<ul>
<li>Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)</li>
<li>Passed the Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP® or Master's Degree in Financial Planning</li>
<li>Client facing experience with at least 6 years relevant experience preferred</li>
<li>Excellent verbal, written, analytical and organizational skills</li>
<li>Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer).</li>
<li>Technical and analytical training and experience in financial planning</li>
<li>Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment</li>
<li>Ability to work independently without close supervision managing and prioritizing deliverables</li>
<li>Must be highly flexible and confidential with all matters</li>
<li>Ability to travel up to 20% required</li>
</ul>
Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time.
Benefits:
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:
<ul>
<li>Company Paid Basic Life &amp; AD&amp;D Insurance</li>
<li>Company Paid Short-Term and Long-Term Disability Insurance</li>
<li>Supplemental Life &amp; AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li>
<li>Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li>
<li>Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.</li>
<li>Two comprehensive Dental Plans</li>
<li>Vision Insurance Plan</li>
<li>Dependent Care Savings Account for child and dependent care.</li>
<li>14 Company Paid Holidays with a full week off at Thanksgiving.</li>
<li>Generous paid time off program for vacation and sick days</li>
<li>Employee Assistance Plan</li>
<li>Family Medical Leave</li>
<li>Paid Parental Leave (6 weeks)</li>
<li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li>
<li>Adoption Assistance Reimbursement Program</li>
<li>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.</li>
<li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match</li>
<li>Pet Insurance</li>
</ul>
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

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