Director, Financial Planning

Job Summary:

The Director, Financial Planning takes a leading role in driving the success of financial planning at Mercer Advisors by maintaining unified financial planning processes, and training on this process. In addition, this role leads a team of planners that delivers financial planning, including training and oversight.

Essential Job Functions:

• Develop and maintain unified financial planning processes that drives efficiency for client service teams.
• Oversee the day-to-day activities, training and developing members of the centralized Financial Planning Group.
• Collect, codify, and disseminate best practices related to financial planning production.
• Develop and maintain “playbook” on development and delivery of financial plans to create maximum efficiency and ease of delivery for client service.
• Proactively modify internal systems to support and enhance the financial planning experience.
• Lead and mentor team of planners on delivering financial plans, including overseeing day-to-day tasks, training, time management, coaching, and mentoring.
• Cultivate superior relationships with wealth management team members in support of the financial planning process.
• Develop and maintain training programs for wealth management teams on how to deliver financial planning, and tools to use for effective delivery.
• Stay informed of evolving industry trends, regulations, and planning issues, and communicate relevant changes to the organization.
• Create visibility for Mercer Advisors regarding financial planning by producing collateral, being a thought leader within the company as well as in the industry.

Qualifications and Skills:

• Bachelor’s degree required
• 10+ years of successful experience in the financial services industry
• CFP® (Certified Financial Planning) designation required. Additional credentials preferred.
• Ability to create content and deliverables in high volume, fast-paced environments
• Track record of success with ultra-high net worth clients and complex financial planning situations
• Experience determining the needs of advisors, partners and prospects through investigative questions, offering solutions and asking for the right actions.
• Proficiency in public speaking, to clients, prospective clients, and advisors, including large groups.
• Successful track record of creating and implementing new programs and ideas across the organization.
• Deep understanding of the financial planning profession and a forward-looking mindset
• Skilled understanding of the business development environment, including channel partners
• Comprehensive industry, financial planning, and investment management knowledge
• Excellent communication, presentation, listening and analytical skills.
• Strong attention to detail, and exceptional follow through
• Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
• Established and active industry network

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 10% of the time.

Application Deadline: The initial deadline for applications is 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$91,800

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$108,000 USD