Director of Financial Planning, Ascend & Regis

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

S. * Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve.

With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets.

The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here .

Job Summary: The Director, Financial Planning UHNW 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 advanced planners that delivers financial planning, including training and oversight. Essential Job Functions for this role include: Develop and maintain unified financial planning processes that drives efficiency for client service teams dedicated to UHNW clients at Mercer Advisors.

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 specific to UHNW clients.

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.

Knowledge, Skills, and Abilities: 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.