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Mercer Advisors

Financial Planner (Woodland Hills / Los Angeles, CA)

Mercer Advisors · Woodland Hills

Posted 12 days ago

or apply directly on Mercer Advisors's site. We never take the application ourselves.

Is this posting real?

This role has been open
12 days
Mercer Advisors's roles stay open a median of 45 days
Reposted
No
Salary listed
No
0% of Mercer Advisors's roles list one
Ghost-job risk at Mercer Advisors
high
52 stale, 5 reposted of 104 open
Hiring momentum
167 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from Mercer Advisors's own greenhouse board since 2026-08-03. Full hiring picture for Mercer Advisors.

About this role

As a Financial Planner at Mercer Advisors, you will be part of a centralized team that supports Wealth Management Teams by creating customized financial plans for clients. Your day-to-day responsibilities will include document analysis, data management, and utilizing various financial planning software to prepare comprehensive financial plans. This entry-level role is ideal for someone eager to develop technical skills in financial planning while collaborating with specialists in investments, tax, estate planning, and insurance.

Our read on this posting3.2out of 5
benefits
5/5
freshness
4/5
career value
3/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Mercer Advisors as an employer.

What you need

  • Bachelor's degree from an accredited institution (preferably in Financial Planning, Business, Economics, Psychology, or Finance related)
  • Has begun CFP ® coursework
  • At least 1 year of financial industry related experience preferred
  • Proficiency with MS Word, Excel, PowerPoint and Outlook
  • Excellent verbal, written, analytical and organizational skills
  • Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment

Nice to have

  • Experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning)

What you get

  • 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

Worth weighing

  • Entry-level position may require significant learning and development time
  • Role may involve early or late hours to meet business tasks and deadlines
  • Travel requirement of up to 10% may be a consideration for some candidates

Summarised from Mercer Advisors's posting. Read the full original.

Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

More roles at Mercer Advisors

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