Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As a Financial Planner within Empower’s dedicated services model, you will go beyond planning to help participants take action and achieve meaningful financial outcomes. You’ll engage clients across Empower’s Large to Mega plan segment, providing in-depth financial guidance and positioning Empower’s solutions to help them reach their goals. This role combines expertise with a proactive, consultative mindset—driving results through education, relationship building, and personalized financial strategies that reflect Empower’s mission of improving financial wellness for all. This position will be working with employees of a major employer in the New York City metropolitan area. The selected candidate must be able to travel to client sites as needed. What you will do - Deliver comprehensive, financial plans that drive measurable outcomes for participants within Empower’s dedicated service model - Lead proactive, needs-based conversations to uncover client goals and position appropriate Empower products and services that support their objectives - Provide education and actionable guidance on topics such as managed accounts (My Total Retirement), rollovers, investment allocations, savings strategies, HSAs, and retirement income planning - Act as an Investment Adviser Representative for Empower Advisory Group, offering tailored investment recommendations and leveraging Empower’s managed account platform - Apply the CONSULT model to build trust and guide participants toward clear financial decisions - Conduct outreach to current and former providers to facilitate client-directed transactions and ensure seamless implementation - Document interactions accurately and efficiently using Salesforce and other internal systems - Contribute to a culture of learning by sharing insights, strategies, and success stories with your peers - Deliver a high-touch, ongoing service experience that supports clients before and after retirement What you will bring - Bachelor’s degree or equivalent combination of education and professional experience (MBA preferred) - Certified Financial Planner® (CFP®) designation required - FINRA Series 7, 63, and 65 registrations required - FINRA fingerprinting required - Minimum 3 years of experience in financial services or the 401(k) industry - At least 2 years of direct financial planning experience - Proven ability to analyze and communicate a client’s complete financial picture, including investments, insurance, tax strategy, education planning, retirement, and estate considerations What will set you apart - A results-driven mindset with a passion for helping clients take action and achieve measurable progress toward their goals - Strong consultative selling skills with the ability to match client needs to Empower’s suite of solutions - Exceptional communication, organization, and presentation skills that build confidence and trust - Self-motivated and proactive approach to identifying opportunities and following through on commitments - Proven track record of achieving multi-product sales goals within a client-focused environment - Comfortable using digital tools, CRM systems (Salesforce), and financial planning software in a fully paperless environment - Ability to collaborate effectively within a high-performing, team-based service model - Commitment to Empower’s purpose of guiding participants toward long-term financial confidence #PJPW #LI-Remote ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $104,800.00 - $148,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 04-03-2026 Want the latest money news and views shaping how we live, work and play? 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Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * 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. Job Summary: Financial planning is the foundation of Mercer Advisors. In the Wealth Strategist role, you will support advisors with creating and maintaining comprehensive financial plans for advisors to deliver to clients. You will work as part of our Financial Planning Group, to create and maintain customized and comprehensive financial plans for clients. 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. Essential Job Functions will include: - Work with advisors to review, update and implement financial plans for clients, including but not limited to, goals development, cash flow, investments, tax analysis, insurance analysis, retirement. - Assessment of a client’s planning situation and provide direction and guidance to advisor on next steps in the planning process. - Support advisors with meeting preparation related to the financial plan. - Ensure eMoney, or similar planning software, is up-to-date and all accounts are linked. - Research of specific topics, legislation, or other planning matters unique to client situations and for purposes of internal projects, as well as internal and external materials. - Participation in both department and firmwide projects. - Continued planning knowledge through internal and external firm training/self-study/industry participation. - Other duties as assigned Required Knowledge, Skills and Abilities: - CFP, or advanced degree (ex: CPA, CFA, JD, MT, LLM, MBA) required - 10+ years direct planning experience - Strong analytical and interpersonal skills, as well as written and verbal communication skills - Highly organized and able to excel in a fast-paced environment - Competency with eMoney, BNA, or other planning, tax, or research software preferred. - Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required Work Schedule: Monday through Friday, 8:00AM – 5:00PM Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station, no heavy lifting over 10 lbs. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. Base Pay Range $68,000—$80,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: - 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 We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * 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. Job Summary: Financial planning is the foundation of Mercer Advisors. In the Wealth Strategist role, you will support advisors with creating and maintaining comprehensive financial plans for advisors to deliver to clients. You will work as part of our Financial Planning Group, to create and maintain customized and comprehensive financial plans for clients. 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. Essential Job Functions will include: - Work with advisors to review, update and implement financial plans for clients, including but not limited to, goals development, cash flow, investments, tax analysis, insurance analysis, retirement. - Assessment of a client’s planning situation and provide direction and guidance to advisor on next steps in the planning process. - Support advisors with meeting preparation related to the financial plan. - Ensure eMoney, or similar planning software, is up-to-date and all accounts are linked. - Research of specific topics, legislation, or other planning matters unique to client situations and for purposes of internal projects, as well as internal and external materials. - Participation in both department and firmwide projects. - Continued planning knowledge through internal and external firm training/self-study/industry participation. - Other duties as assigned Required Knowledge, Skills and Abilities: - CFP, or advanced degree (ex: CPA, CFA, JD, MT, LLM, MBA) required - 10+ years direct planning experience - Strong analytical and interpersonal skills, as well as written and verbal communication skills - Highly organized and able to excel in a fast-paced environment - Competency with eMoney, BNA, or other planning, tax, or research software preferred. - Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required Work Schedule: Monday through Friday, 8:00AM – 5:00PM Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station, no heavy lifting over 10 lbs. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. Base Pay Range $68,000—$80,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: - 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 We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

It's a new day with a new opportunity at 8am! About the role: 8am is seeking a Financial Analyst to support the CFO and finance team with budgeting, forecasting, financial reporting, and analysis. This role is open to entry-level candidates with a Bachelor’s degree in Economics, Finance, Accounting, or a related field. The Financial Analyst will work closely with the CFO and senior leadership on key financial initiatives, offering hands-on exposure to FP&A, meaningful responsibility, and strong opportunities for professional growth and development. About us: At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters. Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well! What you'll do: - Assist Finance Department with development of financial forecasts and budgets - Engage in the annual planning process and on-going quarterly forecasts - Prepare and analyze monthly financial and operating reports including but not limited to monthly operating statements, forecasts, and budget data. Assist in the preparation of monthly forecasts, annual budgets, and long range plans. - Assist in the development and production of monthly reports, providing regular updates on YTD, QTD and MTD performance to CFO. - Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures. - Assist in development of quarterly reports that are distributed to 8am’s member benefit programs and integrated partners. - Assist with the continued development of budgeting, financial forecasting, and operating plan - Support management team and department heads with analysis and reporting as needed - Provide financial analysis and reporting for recurring meetings related to projects and corporate financial performance - Increase productivity by developing automated applications and reports; coordinate information requirements - Develop financial models, conduct benchmarking and process analysis About you: - Bachelor’s degree in Economics, Finance, Accounting, or a related field, or expected graduation by May 2026. - Highest standards of accuracy and attention to detail in a dynamic, multitasking environment - Solid knowledge of general accounting and financial planning - Able to work independently - Advanced proficiency in Excel - Highly analytical, detail oriented and strong business sense; proven ability to manage new ideas and creative solutions and demonstrated experience managing such mechanisms to an end result - Extensive database experience as well as working with BI tools such as Tableau Why 8am: At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day. Diversity, equity & inclusion at 8am: At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach. Additional Information The starting range for this position is between $60,000 - 70,000, depending on experience. 8am is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education. This position is non-exempt and eligible for overtime. Security advisory: Our hiring teams at 8am are dedicated to recruiting top talent who share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow-up.