Portfolio Consultant
$72,000–$85,000 year
Remote · United States
Job Summary
Portfolio Consultant III responsible for driving investment management services for Wealth Advisors and serving as the main point of contact for investment and portfolio management. Role includes consulting with Advisors on portfolio strategy and objectives, ensuring accurate investment implementations, and coordinating with newly acquired firms assimilating to Mercer Advisors’ investment platform. Also focused on developing investment deliverables to support organic growth, collaborating with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading to ensure strategic alignment and exceptional service. Opportunities for career acceleration within Portfolio Management, Investment Operations, and Wealth Management. Requires strong knowledge of investment management, ability to lead presentations, and proficiency with investment platforms and analytics; CFP and/or Series 65 required, CFA or advanced degree preferred; minimum 3 years of financial industry experience; standard business-hours availability with occasional travel. This role is designated as remote with a Remote-US work location.
Required Qualifications
- Bachelor's degree preferred
- CFP® and/or Series 65 required
- CFA or advanced degree preferred
- Minimum 3 years of financial industry related experience
- Working knowledge of Orion and Morningstar preferred
- Advanced knowledge of MS Excel preferred
- Strong communication skills, both written and verbal
- Ability to manage and prioritize multiple tasks
- Travel up to 10% of the time (as needed)
- Availability during standard business hours 8AM-5PM (with possible early/late hours)
Desired Qualifications
- CFP®
- Series 65
- CFA or advanced degree preferred
- Bachelor's degree preferred
- minimum 3 years of financial industry related experience
- MS Excel advanced data analytics
- Working knowledge of Orion and Morningstar
- strong communication skills
- experience in investment management
- portfolio design and management
- capital markets knowledge
- analytics, proposals, and deliverables for Wealth Management Teams
- ability to manage multiple tasks
- team collaboration
- presentation skills
- travel up to 10% (if applicable)
- investment platform experience
- newly acquired firms assimilation to investment platform
- compliance interaction
- trading coordination
- process improvement
- workflow management
- data analytics
- financial planning integration
- wealth management coordination
- investment deliverables development
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