Portfolio Consultant
Mercer Advisors — Remote
Posted: 2026-10-15
Job Description
• Drive investment management services for Wealth Advisors and serve as the primary Wealth Management contact for investment and portfolio management.
• Consult with Advisors on portfolio strategy, objectives, investment implementations, models, and available public and private market strategies.
• Manage, audit, and improve standardized portfolio workflows and concurrent implementations to meet or exceed Service Level Agreements.
• Collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading; draft analytics, proposals, and investment deliverables.
• Requires a bachelor's degree preferred, CFP and/or Series 65, and at least 3 years of financial industry experience; remote role with Monday–Friday, 8 AM–5 PM availability and up to 10% travel.