Wealth Portfolio Consultant - Strategy & Implementations
Mercer Advisors
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. #J-18808-Ljbffr
Vacancy posted 2 hours ago
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