Portfolio Consultant III
Benefits
8w paternity
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Role Overview:
- Drive investment management services for Wealth Advisors.
- Serve as main contact for portfolio strategy and implementations.
- Support newly acquired firms and develop client deliverables.
Qualifications:
- CFP and/or Series 65 required; bachelor's degree preferred.
- Minimum 3 years financial industry experience.
- Strong Excel, analytical, and communication skills.
Benefits:
- Competitive pay, PTO, and 14 paid holidays.
- Medical, dental, vision, HSA, and 401(k) match.
- Paid parental leave and adoption assistance.
Mercer Advisors
Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.