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← Mercer Advisors

Senior Portfolio Consultant (Mountain or Pacific Time Zones)

Mercer Advisors
Location
Remote, USA
Posted
24 days ago
Department
Portfolio Consulting
What they actually want (must-haves)
  • Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related)
  • CFP ® and/or Series 65 required
  • Minimum 4 years of financial industry related experience
  • Strong problem-solving experience and skills
  • Excellent analytical and organizational skills
  • Strong communication skills, both written and verbal
Nice to have
  • CFA or advanced degree preferred
  • Working knowledge of Orion and Morningstar preferred
  • Advanced knowledge of MS Excel preferred, including advanced data analytics
What the job really is

The Senior Portfolio Consultant will play a key role in managing investment implementations for complex portfolios and high net worth clients. This position involves collaborating with various departments to ensure strategic alignment and delivering exceptional service, including leading presentations and providing insights to optimize client portfolios. The role offers opportunities for career advancement within the company.

Benefits
  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
Things to weigh
  • Remote position with a strong preference for candidates in Mountain or Pacific time zones
  • Role may require early or late hours to meet business tasks and deadlines
  • Travel assumed up to 10% of the time
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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