Job Summary:

Financial planning is the foundation of Mercer Advisors.  The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans.  The candidate will be responsible for document analysis, data management, and financial plan preparation.  This is an entry level financial planning position perfect for the candidate who seeks to gain technical competency in preparation for a career in financial planning.  

You will prepare comprehensive financial planning modules, utilizing various software and proprietary tools. You will also work with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be passionate about financial planning.  Desirable characteristics: self-motivation, flexibility, detail oriented, process-driven, analytical, and have a high degree of follow-through and strong communication skills.

Essential Job Functions for the Financial Planner will include:

• Prepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis.
• Work with the sales team and advisors to collect documents from clients to prepare the financial plan.
• Use financial planning tools (ex: eMoney, Morningstar, SS Analyzer, Excel worksheets, CRM, portfolio analysis) to create financial plans for clients.
• Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness.
• 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, cash management, investments, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
• Assist with creating and implementation of workflows and procedures to improve efficiency and enhance one team procedures and processes.

Required Knowledge, Skills and Abilities:

• Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance related)
• Has begun CFP^® coursework
• At least 1 year of financial industry related experience preferred
• Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred.
• Excellent verbal, written, analytical and organizational skills
• Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Candidate must have customer service orientation, be coachable, and be eager to learn.
• Must be highly flexible and confidential with all matters
• Ability to travel up to 10%

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 10% of the time.

Job Title: Lead Counselor  

Reports To: Clinical Director

Location: Northpoint Idaho (Adult inpatient in Meridian, ID)

Schedule: Tuesday-Saturday 8:30am-5pm MST

Compensation: $85,000-100,000/year

Northpoint Recovery Holdings, LLC began 2009 as Ashwood Outpatient and officially launched the Northpoint platform in 2015. Now celebrating 10 years of growth in 2025, Northpoint is a leading behavioral healthcare provider offering evidence-based treatment for adults with substance use and co-occurring disorders through the Northpoint Recovery brand, and mental health treatment for adolescents through Imagine by Northpoint. Operating under an in-network, commercial insurance model, Northpoint has grown exclusively through de novo expansion—from two facilities to seventeen across the Western U.S.—with more planned in both existing and new markets. We’re guided by core values of humility, heart, inspiration, and conviction. Our mission is simple: saving lives and restoring relationships by helping people get their lives back, and treating every individual with empathy and respect.

POSITION SUMMARY: As a key member of the Northpoint team, the Inpatient Lead Counselor is responsible for assisting the Market VP and other leadership in the management and direction of a multidisciplinary team for inpatient programming. The Inpatient Lead Counselor will actively communicate with support staff, treatment teams, and outside agencies on treatment and safety issues pertaining to patients and their family members. Additionally, this position will provide individual, group and family therapy for patients, as required by contractual and licensure obligations and will complete all documentation associated with these duties in a professional and timely manner.

ESSENTIAL RESPONSIBILITIES AND DUTIES:

• Responsible for the day-to-day operation of the inpatient program and facility assigned including treatment services, programming, and all key responsibilities required by state and federal guidelines
• Collaborate with the Market VP and other leadership to assist in meeting business and clinical objectives; support/maximize current business activities and provision of quality patient care
• Evaluate staff competency. Provide professional growth and development of staff and provide direction and support to the staff regarding attainment of short-term and long-term goals and objectives
• Create, update, and review evidenced-based curriculum utilized in lecture and educational sessions for patients alongside the expanded clinical team
• Create, update, and review patient assignments utilized in treatment
• Create, provide, and research in-house clinical trainings to improve team skills
• Directly oversee patient risk assessment needs and follow through
• Case staffing, individual case supervision, review of case record maintenance, treatment planning, facilitate individual and group therapy, discharge planning, and documentation standards
• Ensure staff knowledge and utilization of all written Northpoint guidelines, protocol, policies, and procedures
• Recognize and respond to opportunities for problem solving amongst clinical staff
• Delegate growth opportunities and tasks to clinical staff when necessary
• Review clinical documentation daily and provide signatures as needed
• Work closely, cooperatively, and amicably while maintaining professional boundaries with all staff members and patients
• Monitor clinical staff organization and cover scheduling needs; organize holiday group coverage
• Oversee clinical correspondence; probation officers, outside counselors, doctors, court system, and all external needs for clinical communication
• Promote employee engagement to achieve a positive and productive workforce
• Adhere to all company policies and procedures
• Maintain confidentiality in accordance with established policies and procedures and standards of care
• Other clinically appropriate services and special projects as assigned

QUALIFICATIONS/REQUIREMENTS:

• Master’s Degree in Mental Health, Social Services, or another relevant field
• Must hold active mental health licensure in the state where treatment services are rendered
• Must maintain applicable state licensure requirements at hire, and for the entire duration of employment
• 3+ years of progressively responsible exempt level experience in mental health discipline
• 2+ years of experience in an administrative or leadership capacity
• Ability to work with a diverse patient population and possess strong interpersonal skills and knowledge required for treating patients in our care
• Must hold strong personal boundaries and able to build rapport with patients
• Must understand and adhere to the ethical standards of the respective licensure governing board
• Demonstrated ability to cultivate and maintain internal and external relationships in an ambiguous and fast-paced environment while maintaining focus on execution and results
• Action-oriented with the ability to: adapt to change, work independently, prioritize tasks, and drive to finish
• Must have solid clinical judgment
• Experience with a growing company with multiple entities preferred

PREFERRED KNOWLEDGE AND SKILLS: 

• Excellent critical thinking skills
• Excellent organizational abilities
• Strong mentoring, and coaching experience to a team with diverse levels of expertise; ability to influence and engage employees and peers
• Exceptional written, oral, interpersonal, and presentation skills and the ability to effectively interface with senior management, board of directors, and staff
• Ability to operate as a practical tactical as well as a strategic thinker
• Comfortable analyzing information and dealing with complexity
• Quickly and effectively identify and resolve problematic situations
• Able to handle confidential material in a reliable manner
• Ability to perform several tasks concurrently with ease and professionalism
• Ability to effectively prioritize workload in a fast-paced environment
• Strong attention to detail and accuracy
• Proficiency with Microsoft Office Suite

SUPERVISORY RESPONSIBILITIES:

• Direct manager for clinical, medical, administrative, operations, and support staff and operations

FULL-TIME BENEFITS INCLUDE:

• Subsidized Health Insurance Coverage for Employee, Spouse, & Dependent(s)
• 100% Employer Paid Basic Life Insurance equal to 1x annual salary, up to $100,000
• 100% Employer Paid Employee Assistance Program
• Voluntary Dental, Vision, Short-Term Disability, Supplemental Life & AD&D, Critical Illness, Accident, and Hospital Indemnity Insurance.
• Pre-tax Savings Accounts for all IRS-allowable medical and dependent care expenses
• Generous Paid Time Off plan 
• Employee Referral Bonuses
• 401K Retirement Plan & Employer Match

This job description is not intended, and should not be construed, to be and exhaustive list of all responsibilities, skills, efforts, or working conditions associated with this job. It is meant to be an accurate reflection of the principal job elements essential for making fair pay decisions about jobs.

Employees with potential access to protected health information must comply with all procedures and guidelines governed by HIPAA.

Northpoint is an Equal Opportunity Employer. Northpoint is an At-Will employer. Employment may be terminated at any time by the employee or employer with or without notice.

Job Title: Inpatient Therapist/Counselor (PRN)

Reports To: Clinical Director

Location: Northpoint Idaho (Adult inpatient in Loveland, CO)

Schedule: As needed Sunday-Saturday 8am-5pm MST

Compensation: $34-38/hour   

Required Licensure: LPC, LMSW, or LAMFT

Northpoint Recovery Holdings, LLC began 2009 as Ashwood Outpatient and officially launched the Northpoint platform in 2015. Now celebrating 10 years of growth in 2025, Northpoint is a leading behavioral healthcare provider offering evidence-based treatment for adults with substance use and co-occurring disorders through the Northpoint Recovery brand, and mental health treatment for adolescents through Imagine by Northpoint. Operating under an in-network, commercial insurance model, Northpoint has grown exclusively through de novo expansion—from two facilities to seventeen across the Western U.S.—with more planned in both existing and new markets. We’re guided by core values of humility, heart, inspiration, and conviction. Our mission is simple: saving lives and restoring relationships by helping people get their lives back, and treating every individual with empathy and respect.

POSITION SUMMARY: As a key member of the Northpoint team, the Therapist/Counselor will oversee the therapeutic services provided to a caseload of patients. This individual will act as the treatment plan coordinator for the multi-disciplinary team in the development and implementation of the master treatment plan and the discharge plan for each patient. The Therapist/Counselor will provide individual, group and family therapy for assigned patients, as required by contractual and licensure obligations. This person will actively communicate with support staff, treatment teams, and outside agencies on treatment and safety issues pertaining to patients and their family members. The Therapist/Counselor will complete all documentation associated with these duties in a professional and timely manner.

ESSENTIAL RESPONSIBILITIES AND DUTIES:

• Provide counseling, assessments and group facilitation to individuals and families
• Coordinate all aspects of direct clinical care from admission to discharge
• Consult with the multidisciplinary treatment team to provide quality patient care
• Provide orientation and education to patients, families and others to aid in the therapeutic process
• Collaborate with assigned patients in the development of written treatment plans; include patient and family involvement in assessment, treatment, education and discharge planning
• Monitor patients on an ongoing basis to continually assess needs and facilitate treatment and interventions
• Document clinical assessment, diagnosis, treatment plan, diagnostic summaries, and progress charting in a timely manner to assure comprehensive and quality patient care
• Actively participate as a member of the multidisciplinary treatment team and maintain effective working relationships with employees and peers
• Maintain professional boundaries with patients at all times
• Oversee and participate in the quality assurance and compliance activities of the facility
• Provide clinical updates to utilization review and representatives of managed care to best coordinate reimbursement of treatment services
• Coordinate with community based providers and referral sources to ensure optimal levels of care and treatment outcomes, post discharge
• Case staffing and individual case supervision
• Facilitate individual and group therapy
• Adhere to all company policies and procedures
• Maintain confidentiality in accordance with established policies and procedures and standards of care
• Other clinically appropriate services and special projects as assigned

QUALIFICATIONS/REQUIREMENTS:

• Master’s Degree of Mental Health, Social Sciences or commensurate experience required
• Must hold active mental health licensure in the state where treatment services are rendered
• Must maintain applicable state licensure requirements at hire, and for the entire duration of employment
• 1+ year of experience in relevant field required
• Ability to work with a diverse population and possess strong interpersonal skills and knowledge required for treating patients assigned
• Must hold strong personal boundaries and able to build rapport with patients
• Must understand and adhere to the ethical standards of the respective licensure governing board

PREFERRED KNOWLEDGE AND SKILLS:

• Excellent organizational abilities
• Excellent written and oral communication skills
• Attention to detail and accuracy
• Patient service oriented (both internal and external)
• Creative and persistent problem solver
• Able to handle confidential material in a reliable manner
• Ability to interact and communicate with individuals at all levels of organization
• Strong interpersonal skills to handle sensitive situations and confidential information
• Ability to multi-task and prioritize workload in a fast-paced environment
• Proficiency with Microsoft Office Suite and EMR systems

FULL-TIME BENEFITS INCLUDE:

• Subsidized Health Insurance Coverage for Employee, Spouse, & Dependent(s)
• 100% Employer Paid Basic Life Insurance equal to 1x annual salary, up to $100,000
• 100% Employer Paid Employee Assistance Program
• Voluntary Dental, Vision, Short-Term Disability, Supplemental Life & AD&D, Critical Illness, Accident, and Hospital Indemnity Insurance.
• Pre-tax Savings Accounts for all IRS-allowable medical and dependent care expenses
• Generous Paid Time Off plan 
• Employee Referral Bonuses
• 401K Retirement Plan & Employer Match

This job description is not intended, and should not be construed, to be exhaustive lists of all responsibilities, skills, efforts or working conditions associated with this job. It is meant to be an accurate reflection of the principal job elements essential for making fair pay decisions about jobs.

Employees with potential access to protected health information must comply with all procedures and guidelines governed by HIPAA.

Northpoint is an Equal Opportunity Employer. Northpoint is an At-Will employer. Employment may be terminated at any time by employee, or employer with or without notice.