Director, Financial Planning

This is a fully remote position, open to applicants in United States.

📋 Description

• Design and uphold cohesive financial planning processes that enhance efficiency for client service teams.

• Manage the daily operations, training, and development of the centralized Financial Planning Group members.

• Gather, organize, and share best practices related to financial planning production.

• Create and maintain a playbook for the development and delivery of financial plans.

• Actively adjust internal systems to improve and enrich the financial planning experience.

• Lead and mentor a team of planners responsible for delivering financial plans, including overseeing tasks, training, time management, coaching, and mentoring.

• Build relationships with wealth management team members to support the financial planning process.

• Create and sustain training programs for wealth management teams focused on financial planning delivery and tools.

• Stay updated on industry trends, regulations, and planning issues, and relay relevant changes to the organization.

• Produce materials and act as a financial planning thought leader within Mercer Advisors and the broader industry.

⛳️ Requirements

• Bachelor’s degree is mandatory.

• Over 10 years of successful experience in the financial services sector.

• CFP® (Certified Financial Planning) designation is required; additional credentials are preferred.

• Capability to generate content and deliverables in high-volume, fast-paced settings.

• Proven success with ultra-high net worth clients and intricate financial planning scenarios.

• Experience identifying the needs of advisors, partners, and prospects through probing questions, providing solutions, and prompting the appropriate actions.

• Proficient in public speaking to clients, prospective clients, and advisors, including large groups.

• Established history of creating and implementing new programs and initiatives across the organization.

• Profound understanding of the financial planning profession coupled with a forward-thinking perspective.

• Skilled comprehension of the business development landscape, including channel partners.

• Extensive industry, financial planning, and investment management knowledge.

• Outstanding communication, presentation, listening, and analytical abilities.

• Keen attention to detail and exceptional follow-through.

• Strong computer skills with proficiency in MS Excel, Word, Outlook, and PowerPoint.

• Established and active network within the industry.

• Availability during standard business hours, Monday through Friday from 8 AM to 5 PM, with occasional early or late hours.

• Willingness to travel up to 10%.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance.

• Company Paid Short-Term and Long-Term Disability Insurance.

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.

• Three Cigna medical plan options, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California.

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care.

• 14 Company Paid Holidays, including a full week off during Thanksgiving.

• Generous paid time off program for vacation and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits utilizing company-paid STD, any supplemental STD, plus Parental Leave (8 weeks) for recovery, baby bonding, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones to assist with the range of care needs for aging parents, young children, and life’s challenges.

• 401(k) Retirement Plan with both Traditional and Roth options, including a per pay period match and an after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.