Senior Portfolio Consultant

Mercer Advisors

Remote, US
Base: $80,000 - $95,000 usd; bonus/equity: eligibl...
Remote
Series 65 license required
Cfp certification required
4 years financial industry experience
Mercer Advisors is a top-ranked independent fiduciary RIA firm dedicated to simplifying financial lives for over 31,300 families

Job Summary

  • Mercer Advisors is a top-ranked independent fiduciary RIA firm dedicated to simplifying financial lives for over 31,300 families.
  • The Senior Portfolio Consultant plays a critical role in executing complex investment implementations and supporting the assimilation of newly acquired firms.
  • Employees enjoy a robust benefits package including company-paid life insurance, health plans with HSA contributions, and generous paid time off.

Matching Summary

Mercer Advisors is a top-ranked independent fiduciary RIA firm dedicated to simplifying financial lives for over 31,300 families.

Salary

Base: $80,000 - $95,000 USD; Bonus/Equity: Eligible for incentive compensation; Benefits: Comprehensive health, dental, vision, and 401k-like retirement options

Skills & Requirements

Must-have

  • Series 65 license required
  • CFP certification required
  • 4 years financial industry experience
  • Envestnet platform knowledge preferred
  • Orion software proficiency preferred

Nice-to-have

  • CFA designation preferred
  • Advanced Excel data analytics skills
  • Experience with private markets
  • Strong presentation abilities
  • Collaborative team approach

Key Requirements

  • Bachelor's degree preferred
  • Minimum 4 years experience
  • Series 65 license mandatory
  • CFP certification mandatory
  • US work authorization implied

Work Rights

Not specified

Tailored Resume

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