Portfolio Consultant

Mercer Advisors

. Drive investment management services for Wealth Advisors .

Posted 10/15/2026full-timeRemote • United StatesMid-LevelSenior💰 $76,500 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment management services, portfolio strategy, and capital markets, with a strong focus on collaboration and communication with Wealth Advisors and other departments. Proficient in managing complex investment implementations and delivering tailored investment strategies to meet client objectives.

Highest-signal resume keywords

CFP®Series 65CFAInvestment ManagementAdvanced MS Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ManagementInvestment Strategy DevelopmentData AnalyticsCapital Markets KnowledgeInvestment ImplementationFinancial AnalysisProposal DraftingProcess ImprovementWorkflow ManagementPortfolio Design

Soft Skills

Problem-SolvingAnalytical SkillsOrganizational SkillsWritten CommunicationVerbal Communication

Tools & Technologies

OrionMorningstar

Certifications & Qualifications

CFP®Series 65CFA

Industry Keywords

Wealth ManagementInvestment PhilosophyClient DeliverablesService Level AgreementsFinancial Industry Experience

About the role

Key responsibilities & impact

Drive investment management services for Wealth Advisors
Serve as a main point of contact for investment and portfolio management
Consult with Advisors on portfolio strategy and objectives
Ensure accurate completion of investment implementations
Support newly acquired firms assimilating to the investment platform and models
Develop investment deliverables for prospective clients to support organic growth
Collaborate with Wealth Advisors, Operations, Portfolio Management, Compliance, and Trading departments
Communicate investment philosophy and available investment strategies
Provide proactive, timely status updates on portfolio implementations
Deliver investment strategies and implementations for Wealth Advisor Teams
Lead presentations on investment topics
Support new Portfolio Consultants in developing investment platform competencies
Apply knowledge of capital markets and portfolio design and management
Match Advisor implementation goals with available investment strategies
Work with complex investment vehicles, models, and platforms, including public and private markets
Draft, support, and audit analytics, proposals, and deliverables
Troubleshoot portfolio inquiries and coordinate process improvements
Manage standardized workflows and investment processes
Manage concurrent portfolio implementations to meet or exceed Service Level Agreements
Audit implementations against target portfolio objectives
Lead training for new hires

Requirements

What you’ll need

Bachelor's degree from an accredited institution preferred, preferably Business, Economics, Psychology, or Finance related
CFP® and/or Series 65 required
CFA or advanced degree preferred
Minimum 3 years of financial industry related experience
Working knowledge of Orion and Morningstar preferred
Advanced knowledge of MS Excel, including advanced data analytics, preferred
Strong problem-solving experience and skills
Excellent analytical and organizational skills
Strong written and verbal communication skills and highly collaborative approach
Organized and detail oriented
Ability to manage and prioritize multiple tasks
Availability during Monday-Friday, 8AM-5PM standard business hours, with occasional early or late hours
Dedicated home office workspace free of interruptions or professional office environment
Ability to travel up to 10% of the time

Benefits

Comp & perks

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, 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
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, supplemental STD, and Parental Leave
Adoption Assistance Reimbursement Program
Company Paid Concierge Services
401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option
Pet Insurance
Personalized financial planning and guidance at preferred employee pricing
Incentive compensation eligibility