Senior Investment Strategist – Texas

🕒 May 9

🤠 Texas – Remote

🤠 Texas – Remote

💵 $150k - $180k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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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

• Work in close partnership with clients’ financial advisors to craft and deliver portfolio construction, asset location, vehicle selection, and other investment-related advice to a select group of assigned high net worth clients • Represent and provide expert insight into the firm’s investment philosophy, processes, and platform to local advisor teams and HNW clients • Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams • Ensure timely completion of annual portfolio reviews (including Reg 9s, if applicable) by local advisor teams, in accordance with the firm’s compliance and investment department requirements. • Engagement in industry associations, events and research to stay on top of trends and developments • Some travel required to build and manage relationships with regional offices and/or key client relationships

🎯 Requirements

• 10 years client facing wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm • MBA or CFA a plus • Familiarity with private market investments, alternative asset solutions and quantitative, factor-based investing a plus • Strong quantitative skills preferred • Exceptional client communication skills, both written and verbal • Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States • Strong team player with a commitment to collaboration and teamwork • Series 65 required, 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 • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing