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Mercer Advisors

Senior Financial Planner (Newport, Beach CA)

Mercer Advisors · Newport Beach

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 analyses, and providing financial planning advice while ensuring a seamless client experience. Additionally, you will 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
  • 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
  • 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

  • No specific mention of remote work flexibility beyond a hybrid model
  • Role may require early or late hours to meet business tasks and deadlines
  • Travel requirement of up to 20% may not suit all candidates

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

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

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