Manager, Senior Financial Planner (Bellevue, WA or Portland, OR)
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include a section only when posting has real specific content. We need to map content.
We have:
- About the role: maybe the "Job Summary" paragraph describing role. That's about the role. So we can have About the role
with
containing the job summary paragraph. - Responsibilities: Essential Job Functions list. Use
- .
- Requirements: maybe "Required Knowledge, Skills And Abilities" includes education, certifications, experience. Could be Requirements.
- Qualifications: maybe overlapping; but we can separate: Requirements (education, certifications, experience) and Skills (technical skills). However we must not create thin sections; we can combine if needed. But we have both "Required Knowledge, Skills And Abilities" which includes education, experience, skills. Could split into Requirements (education, certifications, experience) and Skills (technical and soft skills). We'll decide.
- Benefits: list.
- Pay: base pay range.
- Schedule: work schedule and maybe working conditions? Schedule section for work hours. Working conditions maybe not required; we could incorporate into Schedule or omit. The instruction: include a section ONLY when posting has real specific content. We have schedule details: "Work Schedule: This professional role requires availability during standard business hours...". Also "Working Conditions: ...". Could combine schedule and working conditions under Schedule? But better to have Schedule section for work hours, and maybe omit Working Conditions as not a separate heading unless we have content. Could include Working Conditions under Schedule as part of same section? But headings are fixed list; we cannot create new headings besides those. So we can put working conditions details inside Schedule section as part of
. Or we could omit Schedule if we think it's not specific enough? But we have specific schedule details, so we should include Schedule. - Pay: base pay range. We must not repeat job title as heading. No Job ID. We must remove boilerplate: EEO, E-Verify, accommodation request, etc. Also remove "We are not accepting unsolicited resumes..." etc. Also remove ranking details footnote etc. Keep substantive info. We need to preserve all substantive information: the "Why Work at Mercer Advisors?" paragraph includes company description; we might include that as part of About the role? Or maybe we could have an introductory
before sections? The instruction: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid having a leading paragraph before any heading. But we should likely include the "Why Work at Mercer Advisors?" as an introductory paragraph before sections, as it's substantive. Not a heading. Thus output: introductory
with that paragraph(s). Then sections. Let's extract content. Intro: "Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here." We may keep that but maybe trim the ranking details footnote? It's substantive. Keep. Now Job Summary: "Job Summary Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In this role, you will work as part of our Financial Planning Group, in collaboration with our advisor teams to create customized and comprehensive financial plans for clients. This position is best for a candidate who is interested in managing individual contributors and has a passion of technical expertise. To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills." We'll put that under About the role? Actually About the role could be job summary. The intro already describes company. So About the role heading could contain the Job Summary paragraph. Responsibilities: Essential Job Functions list. Let's extract bullet points: - Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation. This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel. - Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future. - Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs. - Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client. - Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. - Dispense financial planning advice in both supervised and unsupervised environments. - Deliver financial planning support that results in increased referrals and high client retention. - Ensuring adherence to company standards of client care, meetings, referrals and retention. - Co- present financial planning concepts and analysis with advisors. - Manage, mentor, coach, and review output of members of the Financial Planning Group. - Assist with creating and implementing procedures to improve efficiency and enhance client experiences. - Management duties to include supervision and training of Financial Planner I, II, or III: Reviewing plans to ensure accuracy and quality; Managing to timelines and SLEs; Ensuring advisor team satisfaction measured by NPSPRCPs for FP I and FP II; Regular scheduled meetings to ensure FPI and FPII progress. We'll turn each into
- . Requirements: Education, certifications, experience. From Required Knowledge, Skills And Abilities: - Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related) - Must have a Certified Financial Planner (CFP®) designation or must have a S65 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 We'll put these under Requirements. Skills: Technical and soft skills. From same block: - 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 - Demonstrated flexibility, versatility, and ability to manage multiple priorities and deliver to tight deadlines in a team environment - Ability to work independently without close supervision managing and prioritizing deliverables - Must be highly flexible and confidential with all matters - Ability to travel up to 20% required We'll put under Skills. Benefits: list as given. We need to preserve all benefit items. Benefits list: - 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. - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care. - 14 Company Paid Holidays including a full week off at Thanksgiving. - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. - Adoption Assistance Reimbursement Program - Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. - 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option - Pet Insurance - Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We'll put each as
- .
Pay: Base Pay Range $76,500 - $90,000 USD. Also mention incentive compensation eligibility. We'll include that.
Schedule: Work schedule details and maybe working conditions.
Work Schedule: "This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs."
Working Conditions: "This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 20% of the time."
We'll combine into Schedule section with two paragraphs.
Now ensure we don't include boilerplate: remove EEO, E-Verify, accommodation request, etc. Also remove "We are not accepting unsolicited resumes from agencies and/or search firms for this job posting." Remove ranking footnote maybe keep? It's part of intro but maybe considered boilerplate? It's about ranking methodology; it's substantive but could be considered legal? It's not EEO. I'd keep it.
Now produce HTML fragment.
Structure:
Why Work at Mercer Advisors? ...
About the role
Job Summary Financial planning is the foundation ...
Responsibilities
- ... ...
Requirements
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
- Must have a Certified Financial Planner (CFP®) designation or must have a S65 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
Skills
- Excellent verbal, written, analytical and organizational skills
- Fluency with MS Word, Excel, PowerPoint, and Outlook