Portfolio Consultant III (Fully Remote)

Mercer Advisors Inc.; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive pay

PTO + holidays

Health benefits

Parental leave

Job summary

Mercer Advisors Inc. seeks a qualified professional to drive investment management services for Wealth Advisors and serve as the main contact for portfolio strategy and implementations. The role supports newly acquired firms and develops client deliverables.

Requirements include CFP and/or Series 65, a bachelor’s degree preferred, and a minimum of three years in the financial industry. Proficiency in Excel, strong analytical abilities, and clear communication are essential.

Qualifications

• CFP and/or Series 65 required; bachelor's degree preferred.
• Minimum 3 years financial industry experience.
• Strong Excel, analytical, and communication skills.

Responsibilities

• Drive investment management services for Wealth Advisors.
• Serve as main contact for portfolio strategy and implementations.
• Support newly acquired firms and develop client deliverables.

Skills

CFP/Series 65

Analytical skills

Communication skills

Education

Bachelor's degree

Tools

Excel

Job description

• Drive investment management services for Wealth Advisors.
• Serve as main contact for portfolio strategy and implementations.
• Support newly acquired firms and develop client deliverables.

Qualifications:

• CFP and/or Series 65 required; bachelor's degree preferred.
• Minimum 3 years financial industry experience.
• Strong Excel, analytical, and communication skills.
• Competitive pay, PTO, and 14 paid holidays.
• Medical, dental, vision, HSA, and 401(k) match.
• Paid parental leave and adoption assistance.

Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.