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Portfolio Consultant III

53 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 26

Description

  • Consult with Wealth Advisors on portfolio strategy, objectives, and investment implementation plans.
  • Serve as a main point of contact for investment and portfolio management support within Wealth Management.
  • Communicate investment philosophy, available strategies, and implementation status clearly and proactively.
  • Lead presentations on investment topics for Wealth Advisor teams.
  • Support newly acquired firms as they transition onto Mercer Advisors’ investment platform and models.
  • Develop, draft, support, and audit Envestnet proposals and related deliverables for Wealth Management teams.
  • Match advisor implementation goals with available investment strategies and account configuration options.
  • Manage standardized workflows and portfolio implementations to meet or exceed service level agreements.
  • Audit portfolio implementations to ensure outcomes align with target portfolio objectives.
  • Collaborate with Operations, Portfolio Management, Compliance, Trading, and central teams to improve processes and deliver service.
  • Train and support new hires and newer Portfolio Consultants on investment platform competencies.

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 financial industry-related experience.
  • Working knowledge of Envestnet, Orion, and Morningstar preferred.
  • Advanced knowledge of Microsoft Excel preferred, including advanced data analytics.
  • Strong problem-solving, analytical, and organizational skills.
  • Excellent written and verbal communication skills with a highly collaborative approach.
  • Ability to manage, prioritize, and execute multiple time-sensitive tasks with strong attention to detail.
  • Availability to work standard business hours Monday through Friday, 8 AM to 5 PM, with occasional early or late hours as needed.
  • Ability to work in a professional office or dedicated home office environment; travel up to 10% of the time.

Benefits

  • Base salary range of $73,000 to $86,000 USD.
  • Eligibility for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance, plus company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including Cigna plans and Kaiser medical plans in California.
  • Health Savings Account with company contributions for employees enrolled in an HDHP.
  • 14 company-paid holidays, including a full week off at Thanksgiving, plus generous vacation and sick time.
  • Paid parental leave of 8 weeks, family medical leave, and adoption assistance reimbursement.
  • 401(k) retirement plan with Traditional and Roth options, employer match, and an after-tax contribution option.

Interested in this position?

Apply directly on the company website

Apply Now

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