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Mercer Advisors

Manager, Senior Financial Planner (Dallas, TX)

Mercer Advisors · Dallas - Park Cities

Posted about 2 months ago

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

Is this posting real?

This role has been open
53 days
Mercer Advisors's roles stay open a median of 53 days
Reposted
No
Salary listed
No
0% of Mercer Advisors's roles list one
Ghost-job risk at Mercer Advisors
high
63 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
2026-09-26

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 Senior Financial Planner at Mercer Advisors, you will collaborate with advisor teams to create and implement customized financial plans for clients. Your role will involve preparing comprehensive plans, conducting portfolio analysis, and providing financial planning advice while ensuring a high level of client service. You will also mentor other team members and assist in improving operational efficiency within the Financial Planning Group.

Our read on this posting2.8out of 5
benefits
5/5
freshness
1/5
career value
4/5
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 Business, Economics, Accounting or Finance related)
  • Passed the Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional- FPQP® or Master's Degree in Financial Planning
  • Client facing experience with at least 6 years relevant experience preferred
  • Excellent verbal, written, analytical and organizational skills
  • Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer)
  • Technical and analytical training and experience in financial 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

  • Role may require early or late hours to meet business tasks and deadlines
  • Travel up to 20% may be required
  • Position may involve working in a professional office environment or a dedicated home office workspace
  • Base pay range is provided but may vary based on factors such as location and experience

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

Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-09-26. PitchMeAI is not the employer.

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