Portfolio Consultant Ii

Mercer Advisors

Santa Barbara, California, US
Base: $63,750 - $75,000 usd; bonus/equity: eligibl...
On-site
Series 65 certification required
Cfp certification required
Investment implementation execution
Mercer Advisors is seeking a Portfolio Consultant II in Santa Barbara, California, to facilitate investment management services for Wealth Advisors. The role involves consulting on portfolio strategies, ensuring accurate investment implementations, and enhancing the client experience

Job Summary

  • Mercer Advisors serves over 31,300 families as the #1 RIA Firm in the nation by Barron's with a commitment to acting as a fiduciary.
  • The Portfolio Consultant II role focuses on executing standardized workflows for investment implementations while ensuring accurate completion of portfolio models.
  • Employees receive a robust benefits package including company-paid life insurance, health plans, 401(k) matching, and paid parental leave.

Matching Summary

Match Score: 85

Mercer Advisors is seeking a Portfolio Consultant II in Santa Barbara, California, to facilitate investment management services for Wealth Advisors. The role involves consulting on portfolio strategies, ensuring accurate investment implementations, and enhancing the client experience.

Salary

Base: $63,750 - $75,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, 401(k) match, and paid time off

Skills & Requirements

Must-have

  • Series 65 certification required
  • CFP certification required
  • Investment implementation execution
  • Capital markets knowledge
  • Envestnet software proficiency
  • Tax transition strategy support

Nice-to-have

  • CFA designation preferred
  • Advanced Excel data analytics
  • Orion platform experience
  • Morningstar software familiarity
  • Process improvement recommendations
  • Team training and mentorship

Key Requirements

  • Bachelor's degree preferred
  • Minimum 2 years financial industry experience
  • Must hold CFP or Series 65 license
  • CFA or advanced degree preferred

Work Rights

Not specified

Tailored Resume

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