Financial planner (los angeles, ca)

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, collaborating closely with in‑house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires genuine passion for financial planning, self‑motivation, flexibility, strong attention to detail, a process‑driv...