Remote Senior Portfolio Consultant

OpenKrill; United States; On-site; USD 77,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid holidays

Paid time off

Career growth opportunities

Job summary

Mercer Advisors is seeking a Portfolio Consultant III to drive investment management services for Wealth Advisors. The role serves as the main contact for investment and portfolio management, meeting with Advisors to discuss strategy and objectives and ensuring accurate investment implementations.

You will collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading to ensure alignment and exceptional service, with career progression into Portfolio Management,

Qualifications

• Bachelor's degree from an accredited institution required.
• 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 skills with data analytics.

Responsibilities

• Consult on portfolio strategy and objectives with Wealth Advisors.
• Provide status updates on portfolio implementations.
• Develop investment deliverables for prospective clients.
• Lead presentations on investment topics to Wealth Advisor teams.
• Audit implementations to ensure alignment with target objectives.
• Train new hires on investment management processes.

Job description

Mercer Advisors is seeking a Portfolio Consultant III to drive investment management services for Wealth Advisors. The role serves as the main contact for investment and portfolio management, meeting with Advisors to discuss strategy and objectives and ensuring accurate investment implementations.

You will collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading to ensure alignment and exceptional service, with career progression into Portfolio Management,