Job Summary:
- Support the firm’s regional advisor teams.
- Provide thought leadership and portfolio construction.
- Provide expert insight into the firm’s investment philosophy.
Essential Job Functions:
- Work in partnership with financial advisors.
- Represent the firm’s investment philosophy.
- Provide analytical support to local advisor teams.
Required Knowledge, Skills & Abilities:
- 10 years client facing wealth management experience.
- Strong quantitative skills are preferred.
- Exceptional client communication skills.
Mercer Advisors
Mercer Advisors helps 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. They serve over 31,300 families across 90+ cities across the U.S. and have a flexible, national footprint, building their teams around exceptional talent.