Portfolio Consultant III (Fully Remote)
Mercer Advisors
Drive investment management services for Wealth Advisors. Serve as main contact for portfolio strategy and implementations. Support newly acquired firms and develop client deliverables. Qualifications: CFP and/or Series 65 required; bachelor's degree preferred. Minimum 3 years financial industry experience. Strong Excel, analytical, and communication skills. Competitive pay, PTO, and 14 paid holidays. Medical, dental, vision, HSA, and 401(k) match. Paid parental leave and adoption assistance. Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals. #J-18808-Ljbffr
Vacancy posted 2 days ago
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