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.
Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
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.
- 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 Monday through Friday, 8:00 AM – 5:00 PM.
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs. Travel assumed up to 10% of the time.
Application Deadline: The initial deadline for applications is 5/22/2026. 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.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
Mercer Advisors San Francisco, California, USA Office
San Francisco, United States, 94105
Mercer Advisors Sunnyvale, California, USA Office
Sunnyvale, United States, 94086
Mercer Advisors Walnut Creek, California, USA Office
Walnut Creek, United States, 94596
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