Senior Portfolio Consultant

Mercer Advisors

Century City, California, US
Base: $80,750 - $95,000 usd; bonus/equity: eligibl...
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Series 65 license required
Cfp certification required
Envestnet platform knowledge
** Mercer Advisors is seeking a Senior Portfolio Consultant to manage investment implementations for high net worth clients while collaborating with various departments to enhance client experiences. The role offers opportunities for career advancement and emphasizes a commitment to diversity and a supportive work environment. **

Job Summary

  • Mercer Advisors serves over 31,300 families as the #1 RIA Firm in the nation by Barron's.
  • The role involves executing complex investment implementations and supporting organic growth by developing investment deliverables for prospective clients.
  • Employees enjoy a robust benefit package including company-paid life insurance, health plans, and generous paid time off.

Matching Summary

Match Score: 75

** Mercer Advisors is seeking a Senior Portfolio Consultant to manage investment implementations for high net worth clients while collaborating with various departments to enhance client experiences. The role offers opportunities for career advancement and emphasizes a commitment to diversity and a supportive work environment. **

Salary

Base: $80,750 - $95,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, and paid parental leave included

Skills & Requirements

Must-have

  • Series 65 license required
  • CFP certification required
  • Envestnet platform knowledge
  • Complex portfolio implementation
  • High net worth client support

Nice-to-have

  • CFA designation preferred
  • Advanced Excel data analytics
  • Orion software experience
  • Morningstar platform familiarity
  • Private market expertise

Key Requirements

  • Bachelor's degree in Business, Economics, Psychology, or Finance
  • Minimum 4 years of financial industry experience
  • Valid CFP and/or Series 65 certification
  • CFA or advanced degree preferred

Work Rights

Not specified

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