Investment Specialist

Mercer Advisors

. Support Investment Strategist partnership with RVPs to represent and provide expert insight into the firm’s investment philosophy, processes, and platform within Regis and select Ascend level prospect opportunities.

Posted 4/21/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $150,000 - $180,000 per yearWebsite

About the role

Key responsibilities & impact

Support Investment Strategist partnership with RVPs to represent and provide expert insight into the firm’s investment philosophy, processes, and platform within Regis and select Ascend level prospect opportunities.
Provide portfolio construction, sales, service, and analytical support to local RVP and advisor teams for Regis and select Ascend clients across all asset classes including alternatives.
Liaise with the Portfolio Consulting Group (PCG) as needed to construct proposals and various analyses for prospective and new-to-firm clients.
Deliver an excellent experience to prospective and new-to-firm clients in analyzing their investment portfolios and developing relevant materials that educate on the firm’s investment platform and philosophy.

Requirements

What you’ll need

3-5 years wealth management experience preferred, ideally in an independent wealth management firm, RIA, or similar firm
Comprehensive understanding of public markets, portfolio design, complex investment vehicles, and investment models.
Must have the ability to work both independently as well as collaboratively within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail.
Ability to communicate effectively and frequently with multiple stakeholders working remotely across the United States
Strong quantitative skills required
Familiarity with alternative investments and quantitative, factor-based investing a plus
CFA Charter or CAIA a plus
Series 65 required (Or attained within 3 months of start date), unless otherwise exempt due to attainment of other professional designations (CFA, CFP, etc.)

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 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
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

portfolio constructionsales supportanalytical supportpublic marketsportfolio designcomplex investment vehiclesinvestment modelsquantitative skillsalternative investmentsfactor-based investing

Soft Skills

independent workcollaborative workattention to detaileffective communicationstakeholder engagement

Certifications

CFA CharterCAIASeries 65CFP