Portfolio Consultant III
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8w maternity
8w paternity
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Role Overview:
- Drive investment management services for Wealth Advisors, consulting on portfolio strategy and ensuring accurate implementations.
- Serve as main point of contact for newly acquired firms and support organic growth by developing investment deliverables.
Qualifications:
- Bachelor's degree preferred in Business, Economics, or Finance; CFP or Series 65 required.
- Minimum 3 years financial industry experience; knowledge of Orion, Morningstar, and advanced Excel preferred.
Work Environment:
- Remote position within USA; standard business hours with occasional early or late hours as needed.
- Travel up to 10%; workspace can be office or home office with provided technology.
Benefits:
- Comprehensive benefits including medical, dental, vision, 401(k) with match, generous PTO, and paid parental leave (8 weeks).
- Additional perks like HSA with company contributions, life insurance, disability insurance, and employee assistance program.
Mercer Advisors
Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.