Manager, Senior Financial Planner

Job overview

The Manager, Senior Financial Planner role is listed in Dallas, TX, with the posting also naming Austin and Houston as possible locations; it describes an office or dedicated home-office workspace and a hybrid designation. Base pay is $80,750–$95,000 per year, with eligibility for incentive compensation. Mercer Advisors provides integrated financial planning and investment management services to families. Working with advisor teams, the Senior Financial Planner prepares and updates comprehensive client plans, analyzes portfolios and tax considerations, and supports plan delivery and implementation. The role contributes to client outcomes through tailored recommendations, collaboration across planning and investment groups, and mentoring and process improvement within the Financial Planning Group.

What you'll do

• Support advisors through financial plan preparation, updates, delivery, and implementation
• prepare plans in eMoney and portfolio analyses using Orion or Morningstar
• support tax planning with Holistiplan and Excel tools
• collaborate on client strategies
• provide planning advice
• co-present concepts and analysis
• mentor and review colleagues’ work
• help improve procedures and client experience.

What we're looking for

Skills & competencies

senior financial planner

manager

mercer advisors

dallas tx

austin tx

houston tx

financial planning

wealth management

emoney

portfolio analysis

hybrid

$80,750–$95,000/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision plans
• life and disability insurance
• HSA with company contributions for eligible plans
• paid holidays and PTO
• paid parental leave
• adoption assistance
• 401(k) match
• pet insurance
• employee-priced financial planning
• and other listed benefits.

Why this role

Financial planning leadership and mentoring responsibilities, with travel up to 20% required.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.