Portfolio Consultant

Mercer Advisors Inc.; Oregon; Híbrido; USD 77.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

401(k) Plan

Paid Holidays

HSA Contributions

Parental Leave

Descripción de la vacante

Mercer Advisors is seeking a Portfolio Consultant III to drive investment management services for Wealth Advisors. You will be the main contact for portfolio strategy, ensuring accurate investment implementations and coordinating with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading teams.

You will play a pivotal role in assimilating newly acquired firms into our platform, contributing to organic growth through deliverables for prospective clients and cross-functional

Formación

• Bachelor's degree in business, economics, psychology, or finance preferred.
• CFP® and/or Series 65 required.
• CFA or advanced degree preferred.
• Minimum 3 years of financial industry experience.
• Working knowledge of Orion and Morningstar preferred.
• Advanced MS Excel with data analytics.
• Strong analytical and organizational skills.
• Excellent written and verbal communication skills.

Responsabilidades

• Communicate investment philosophy and strategies clearly to Wealth Advisor teams.
• Provide status updates on portfolio implementations proactively.
• Deliver excellent experience in developing and implementing investment strategies.
• Work independently and in teams on time-sensitive projects with high accuracy.
• Lead presentations on investment topics to Wealth Advisor teams.
• Support new Consultants in developing core competencies within the platform.
• Demonstrate understanding of capital markets and portfolio design & management.
• Match Advisor goals with available investment strategies.
• Draft, support, and audit analytics and deliverables for Wealth Management Teams.
• Collaborate with central teams to improve processes and workflows.
• Manage standardized investment workflows and implementations to meet SLAs.
• Audit implementations to ensure alignment with target objectives.
• Lead training for new hires to ensure readiness.

Conocimientos

Communication skills

Analytical skills

Organizational skills

multitasking

Educación

Bachelor's degree in Business/Economics/Psychology/Finance

CFP or Series 65

CFA or advanced degree

Herramientas

Orion

Morningstar

MS Excel

Descripción del empleo

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping 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. We deliver the kind of comprehensive care once reserved for only the wealthiest households.Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.Join us and help families amplify and simplify their financial lives with confidence.* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary

The Portfolio Consultant III will drive investment management services for Wealth Advisors. The role serves as a main point of contact for Wealth Management for investment and portfolio management. Primary responsibilities include meeting with Advisors to consult on portfolio strategy, objectives, and ensuring accurate completion of investment implementations. This role is deeply involved in the investment process, serving as a point person for newly acquired firms assimilating to our investment platform and models. In addition, this role is pivotal in supporting the firm's organic growth by developing investment deliverables for prospective clients. Collaborating closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments, this role ensures strategic alignment and delivers exceptional service. This role provides excellent opportunity for career acceleration and advancement to many areas within the company including Portfolio Management, Investment Operations, and Wealth Management.

Essential Job Functions will include

• Communicate investment philosophy and available investment strategies clearly and effectively.
• Provide status updates on portfolio implementations proactively and timely.
• Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies
• Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail.
• Lead presentations on various investment topics to Wealth Advisor teams.
• Support new Portfolio Consultants with developing core competencies within investment platform.
• Demonstrate a comprehensive understanding of capital markets and portfolio design & management.
• Ability to effectively match Advisor implementation goals with available investment strategies.
• Expertise in complex investment vehicles, models, and platform, including public and private markets.
• Drafting, supporting, and auditing analytics, proposals, and deliverables for Wealth Management Teams.
• Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries.
• Collaborate with key central teams to coordinate process improvement.
• Responsible for managing standardized workflows and investment processes
• Manage portfolio implementations concurrently to meet or exceed Service Level Agreements
• Audit implementations to ensure outcome is consistent with target portfolio objectives
• Lead the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services.

Required Knowledge, Skills, and Abilities

• Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)
• 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, including advanced data analytics
• Strong problem-solving experience and skills
• Excellent analytical and organizational skills
• Strong communication skills, both written and verbal and highly collaborative approach
• Organized and detail oriented
• Ability to manage and prioritize multiple tasks

Work Schedule

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time.

Application Deadline

The initial deadline for applications is 11/07/2026.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range$76,500—$90,000 USD

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights .If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.CCPA Notice at CollectionIf you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.