Investment Specialist

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Mercer Advisors

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Mercer Advisors est une entreprise de conseil financier à service complet qui se concentre sur la simplification et l'amélioration de la vie financière de ses clients. Elle propose un service de type family office, fournissant une équipe unifiée de planificateurs financiers, d'investisseurs, de comptables et de spécialistes des successions qui adaptent les plans financiers aux besoins individuels. Avec plus de 40 ans d'expérience, l'entreprise met l'accent sur un service personnalisé et axé sur le respect fiduciaire, sans compromettre la gestion de portefeuille de niveau institutionnel, rendant cela accessible aux familles et aux particuliers souhaitant améliorer leur avenir financier.

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.

🎯 Exigences

• 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.)

🏖️ Avantages

• 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