Senior Financial Planner

Job overview

The Senior Financial Planner role is listed for San Diego, CA, and the posting describes a professional office or dedicated home-office workspace; it is hybrid, with travel up to 20%. Base pay is $95,250–$120,000 per year, with eligibility for incentive compensation. Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and related services.

What you'll do

• Support advisors through preparation, updating, delivery, and implementation of financial plans
• prepare comprehensive plans and portfolio and tax analyses
• collaborate with advisor teams and other groups on client strategies
• provide planning advice in supervised and unsupervised settings
• co-present planning concepts
• mentor and review Financial Planning Group colleagues
• improve procedures and client experience.

What we're looking for

Skills & competencies

senior financial planner

financial planning

wealth management

client plans

advisor support

san diego ca

mercer advisors

hybrid

up to 20% travel

$95,250–$120,000/year

cfp exam

monday–friday

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid life and disability insurance
• medical, dental, and vision plans
• HSA with company contributions for eligible plans
• dependent care savings account
• paid holidays and PTO
• paid parental leave
• adoption assistance
• 401(k) match
• pet insurance
• employee financial planning at preferred pricing.

Why this role

The role supports advisor teams with comprehensive client plans and includes mentoring and review responsibilities.

About the employer

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