Senior Financial Planner (Kansas City, MO)
Mercer Advisors
- Salary
- $106k - $125k
- Experience
- 6+ yrs
- Location
- Kansas City, Missouri, United States
- Job type
- Full-time
Required skills
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
- Salesforce
- eMoney
- Morningstar
- Orion Risk Intelligence
- Holistiplan
- SS Analyzer
About the role
Bachelor's degree in business, economics, accounting, or finance; CFP or FPQP certification or Master's in financial planning; 6+ years client-facing experience preferred; proficiency in MS Office, Salesforce, eMoney, Morningstar, Orion, Holistiplan; ability to travel up to 20%.
About Mercer Advisors
Independent U.S. wealth management and financial planning firm serving families and institutional clients as a fiduciary.
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