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.
- 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.
- 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
This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM.
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.