Portfolio Consultant III

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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

• Communicate investment philosophy and available investment strategies clearly and effectively. • Provide status updates on portfolio implementations proactively and timely. • Deliver an excellent experience to our Wealth Advisor Teams in developing and implementing investment strategies • Must have the ability to work both independently as well as within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail. • Lead presentations on various investment topics to Wealth Advisor teams. • Support new Portfolio Consultants with developing core competencies within investment platform. • Demonstrate a comprehensive understanding of capital markets and portfolio design & management. • Ability to effectively match Advisor implementation goals with available investment strategies. • Expertise in complex investment vehicles, models, and platform, including public and private markets. • Drafting, supporting, and auditing Envestnet proposals (and related software deliverables) for Wealth Management Teams. • Understanding of account configuration options including cash reserves, rebalancing frequency, and do-not-buy / do-not-sell restrictions • Comprehensive knowledge of short-term and long-term capital gains tax to help transition portfolios over desired time-horizons. • Strong grasp on overall process & workflow to help troubleshoot portfolio inquiries. • Collaborate with key central teams to coordinate process improvement. • Responsible for managing standardized workflows and investment processes • Manage portfolio implementations concurrently to meet or exceed Service Level Agreements • Audit implementations to ensure outcome is consistent with target portfolio objectives • Lead the training of new hires, ensuring the team is well-prepared to deliver exceptional investment management services.

🎯 Requirements

• Bachelor's degree from an accredited institution preferred (preferably Business, Economics, Psychology, or Finance related) • CFP® and/or Series 65 required • CFA or advanced degree preferred • Minimum 3 years of financial industry related experience • Working knowledge of Envestnet, Orion and Morningstar preferred • Advanced knowledge of MS Excel preferred, including advanced data analytics • Strong problem-solving experience and skills • Excellent analytical and organizational skills • Strong communication skills, both written and verbal and highly collaborative approach • Organized and detail oriented • Ability to manage and prioritize multiple tasks

🏖️ 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 • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing