Portfolio Consultant

The role

The Portfolio Consultant III drives investment management services for Wealth Advisors. This person consults on portfolio strategy, manages investment implementations, and supports the firm's organic growth through investment deliverables.

What you will do

• Communicate investment philosophy and available investment strategies
• Provide proactive status updates on portfolio implementations
• Develop and implement investment strategies for Wealth Advisor Teams
• Lead presentations on various investment topics
• Support new Portfolio Consultants with core competencies
• Match Advisor implementation goals with available investment strategies
• Draft, support, and audit analytics, proposals, and deliverables
• Manage standardized workflows and investment processes
• Manage portfolio implementations concurrently to meet Service Level Agreements
• Lead the training of new hires

Required qualifications

• CFP ® and/or Series 65 required
• Minimum 3 years of financial industry related experience
• Strong problem-solving experience and skills
• Excellent analytical and organizational skills
• Strong communication skills, both written and verbal
• Organized and detail oriented
• Ability to manage and prioritize multiple tasks
• Routinely sitting and standing for periods of time
• No heavy lifting over 10 lbs

Nice to have

• Bachelor's degree from an accredited institution (preferably Business, Economics, Psychology, or Finance related)
• CFA or advanced degree
• Working knowledge of Orion and Morningstar
• Advanced knowledge of MS Excel, including advanced data analytics

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

Before you apply

• Initial application deadline is 11/07/2026
• Mercer Advisors participates in E-Verify

About the company

Mercer Advisors has been helping families for more than 40 years by integrating financial planning, investment management, and other services. It is an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.