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Portfolio Consultant III

8 hours, 50 minutes ago
United States
Full-time
Mid Level
Financial Analyst
Finance and Accounting
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 21

Description

  • Consult with wealth advisors on portfolio strategy, objectives, and investment implementations.
  • Serve as a primary point of contact for wealth management investment and portfolio management matters.
  • Communicate investment philosophy, strategies, and implementation status clearly and proactively.
  • Lead presentations on investment topics for wealth advisor teams.
  • Support newly acquired firms as they transition to Mercer Advisors’ investment platform and models.
  • Develop, support, and audit Envestnet proposals and related deliverables for wealth management teams.
  • Apply knowledge of capital markets, portfolio design, and account configuration to match advisor goals with available strategies.
  • Manage standardized workflows, troubleshoot portfolio inquiries, and coordinate process improvements with central teams.
  • Oversee multiple concurrent portfolio implementations to meet or exceed service level agreements.
  • Audit implementations and train new hires to ensure consistent, high-quality service.

Requirements

  • Bachelor’s degree from an accredited institution preferred, ideally in Business, Economics, Psychology, or Finance.
  • CFP® and/or Series 65 required.
  • CFA or an advanced degree preferred.
  • Minimum 3 years of experience in the financial industry.
  • Working knowledge of Envestnet, Orion, and Morningstar preferred.
  • Advanced knowledge of MS Excel, including advanced data analytics, preferred.
  • Strong problem-solving, analytical, and organizational skills.
  • Excellent written and verbal communication skills with a highly collaborative approach.
  • Strong attention to detail and ability to manage and prioritize multiple tasks.
  • Availability during standard business hours Monday through Friday, 8AM to 5PM, with occasional early or late hours as needed.

Benefits

  • Base salary range of $70,000 to $85,000 USD.
  • Eligible for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA contributions for eligible HDHP enrollment.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave for 8 weeks, plus family medical leave and adoption assistance.
  • 401(k) retirement plan with Traditional and Roth options, employer match, and after-tax option.
  • Employee assistance program, concierge services, pet insurance, and personalized financial planning at preferred employee pricing.

Interested in this position?

Apply directly on the company website

Apply Now

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