Director of Financial Planning

📋 Description

• Design and sustain cohesive financial planning processes that enhance efficiency for client service teams focused on UHNW clients at Mercer Advisors.

• Supervise daily operations, while training and nurturing members of the centralized Financial Planning Group.

• Gather, systematize, and share best practices pertaining to financial planning production.

• Create and uphold a “playbook” regarding the development and presentation of financial plans to optimize efficiency and ease of delivery for client services.

• Proactively adjust internal systems to support and improve the financial planning experience.

• Lead and guide a team of planners in delivering financial plans, managing daily tasks, providing training, time management, coaching, and mentorship.

• Foster exceptional relationships with wealth management team members to support the financial planning process for UHNW clients.

• Establish and maintain training programs for wealth management teams on effective financial planning delivery and associated tools.

• Remain updated on emerging industry trends, regulations, and planning issues, while communicating pertinent changes to the organization.

• Enhance the visibility of Mercer Advisors concerning financial planning by creating collateral, serving as a thought leader within the company and the broader industry.

⛳️ Requirements

• A Bachelor’s degree is required.

• Over 10 years of successful experience within the financial services industry.

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

• Ability to develop content and deliverables in high-volume, fast-paced settings.

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

• Experience in identifying the needs of advisors, partners, and prospects through investigative questioning, providing solutions, and encouraging appropriate actions.

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

• A successful history of creating and executing new programs and concepts throughout the organization.

• In-depth understanding of the financial planning profession along with a forward-thinking approach.

• Strong grasp of the business development landscape, including relationships with channel partners.

• Comprehensive knowledge of the industry, financial planning, and investment management.

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

• Meticulous attention to detail and exceptional follow-through.

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

• A well-established and active network within the industry.

🏝️ 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 expenses.

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

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

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

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

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones, addressing various caring needs for aging parents, young children, and life’s challenges.

• 401(k) Retirement Plan offering both Traditional and Roth options with per pay period matching and an after-tax option.

• Pet Insurance.

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