Portfolio Consultant

About the role

Mercer Advisors is an independent fiduciary committed to providing comprehensive financial planning and investment management services to over 31,300 families across 90+ cities. As the #1 RIA firm in the nation by Barron’s, we integrate various financial services under one team to serve the needs of wealthier households.

Responsibilities

• Facilitate investment management services for Wealth Advisors, consulting on portfolio strategy and ensuring accurate implementation.
• Meet with Advisors to discuss portfolio objectives and implement investment strategies.
• Manage and audit portfolio implementations to ensure alignment with target portfolio objectives.
• Support the training of new hires to ensure they can deliver exceptional investment management services.

Requirements

• Bachelor's degree from an accredited institution, preferably in Business, Economics, Psychology, or Finance.
• CFP® and/or Series 65 certification required.
• CFA or advanced degree preferred.
• Minimum 2 years of financial industry-related experience.
• Working knowledge of Orion and Morningstar.
• Advanced knowledge of MS Excel, including advanced data analytics.
• Demonstrable problem-solving experience and strong communication skills.
• Organized and detail-oriented with the ability to manage multiple tasks.

Qualifications

• Knowledge of investment management, capital markets, and portfolio design.
• Ability to match Advisor implementation goals with available investment strategies.
• Understanding of account configuration options, including cash reserves, rebalancing frequency, and do-not-buy/do-not-sell restrictions.
• Working knowledge of short-term and long-term capital gains tax.

Skills

• Effective communication and collaboration skills.
• Independent and team-oriented work style.
• Highly organized and detail-oriented.
• Strong analytical and problem-solving abilities.

Benefits

• Company-paid life and disability insurance.
• Short-term and long-term disability insurance.
• Supplemental life and AD&D insurance.
• Comprehensive dental and vision plans.
• Dependent care savings account.
• Paid time off, including holidays and parental leave.
• 401(k) retirement plan with company match.
• Concierge services for personal and family care.

Pay

Competitive compensation package with a generous benefits program.

Schedule

Standard business hours of Monday through Friday from 8AM to 5PM. Occasional early or late hours may be required.

Application Deadline

The initial deadline for applications is May 29, 2026. Subsequent applications will be considered on a rolling basis until the position is filled.