Wealth Portfolio Consultant – Strategy & Implementations

Mercer Advisors Inc.; United States; À distance; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Competitive pay

PTO + holidays

Health benefits

Parental leave

Résumé du poste

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.

Responsabilités

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

Connaissances

CFP/Series 65

Analytical skills

Communication skills

Formation

Bachelor's degree

Outils

Excel

Description du poste

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.