Investment Specialist

🕒 April 21

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Support Investment Strategist partnership with RVPs to represent and provide expert insight into the firm’s investment philosophy, processes, and platform within Regis and select Ascend level prospect opportunities. • Provide portfolio construction, sales, service, and analytical support to local RVP and advisor teams for Regis and select Ascend clients across all asset classes including alternatives. • Liaise with the Portfolio Consulting Group (PCG) as needed to construct proposals and various analyses for prospective and new-to-firm clients. • Deliver an excellent experience to prospective and new-to-firm clients in analyzing their investment portfolios and developing relevant materials that educate on the firm’s investment platform and philosophy.

🎯 Requirements

• 3-5 years wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm • Comprehensive understanding of public markets, portfolio design, complex investment vehicles, and investment models. • Must have the ability to work both independently as well as collaboratively within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail. • Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States • Strong quantitative skills required • Familiarity with alternative investments and quantitative, factor-based investing a plus • CFA Charter or CAIA a plus • Series 65 required (Or attained within 3 months of start date), unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)

🏖️ 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. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays including a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance