Investment Strategist (Texas; Mountain or Pacific Time Zones)

The role

Investment Strategists provide thought leadership, portfolio construction, and analytical support to regional advisor teams. They act as local representatives of the investment department for advisors and high net worth clients.

What you will do

• Craft and deliver portfolio construction, asset location, and vehicle selection to assigned high net worth clients.
• 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 by local advisor teams.
• Engage in industry associations, events and research to stay on top of trends and developments.
• Travel to build and manage relationships with regional offices and/or key client relationships.

Required qualifications

• 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.)

Nice to have

• 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

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

About the company

Mercer Advisors has been helping families amplify and simplify their financial lives for more than 40 years. They are an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.