Merceradvisors
Senior Investment Strategist (Bay Area)
Menlo Park; San Francisco; Walnut Creek. Posted 2 months ago
The role
Investment Strategists provide thought leadership, portfolio construction, and analytical support to local advisor teams. They work with financial advisors to deliver investment advice to high net worth clients.
What you will do
- Craft and deliver portfolio construction, asset location, and vehicle selection to high net worth clients
- Provide expert insight into the firm's investment philosophy, processes, and platform
- Provide thought leadership, portfolio construction, service, and analytical support to local advisor teams
- Ensure timely completion of annual portfolio reviews
- Engage in industry associations, events and research
Required qualifications
- Exceptional client communication skills, both written and verbal
- Ability to communicate effectively and frequently with multiple stakeholders working remotely
- 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
- 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
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account
- 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 is an independent fiduciary that has been helping families for more than 40 years. They serve over 42,800 families across 110+ cities in the U.S.