Portfolio Consultant III

Mercer Advisors

Portfolio Consultant III supporting investment management, portfolio implementations, and advisor strategy for Mercer Advisors, an integrated financial planning and wealth management firm serving U.S. families.

Posted 8/11/2026full-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, capital markets, and portfolio design, while effectively collaborating with Wealth Advisors and managing multiple portfolio implementations. Proficient in delivering investment strategies and supporting the development of new Portfolio Consultants.

Highest-signal resume keywords

CFP®Series 65Investment ManagementCapital Markets KnowledgeAdvanced MS Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ManagementInvestment Strategy DevelopmentData AnalyticsComplex Investment VehiclesInvestment 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 PhilosophyPublic MarketsPrivate MarketsComplianceTrainingClient ConsultationService Level AgreementsPortfolio ObjectivesInvestment Deliverables

About the role

Key responsibilities & impact

Drive investment management services for Wealth Advisors and serve as a main point of contact for investment and portfolio management
Meet with Advisors to consult on portfolio strategy and objectives
Ensure accurate completion of investment implementations
Serve as a point person for newly acquired firms assimilating to Mercer Advisors’ 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 and timely status updates on portfolio implementations
Deliver investment strategies and lead presentations on investment topics to Wealth Advisor teams
Support new Portfolio Consultants in developing core competencies within the investment platform
Apply knowledge of capital markets, 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 for Wealth Management Teams
Troubleshoot portfolio inquiries and coordinate process improvement with central teams
Manage standardized workflows and investment processes
Manage concurrent portfolio implementations to meet or exceed Service Level Agreements
Audit implementations for consistency with target portfolio objectives
Lead training of new hires

Requirements

What you’ll need

CFP® and/or Series 65 required
Minimum 3 years of financial industry related experience
Bachelor's degree from an accredited institution preferred, preferably Business, Economics, Psychology, or Finance related
CFA or advanced degree preferred
Working knowledge of Orion and Morningstar preferred
Advanced knowledge of MS Excel preferred, including advanced data analytics
Comprehensive understanding of capital markets and portfolio design and management
Expertise in complex investment vehicles, models, and platforms, including public and private markets
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
Ability to work independently and within a team on multiple time-sensitive projects with a high degree of accuracy and attention to detail
Availability during Monday-Friday standard business hours, 8AM-5PM, with occasional early or late hours
Dedicated home office workspace free of interruptions or professional office environment
Willingness 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 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
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
Incentive compensation eligibility through one of Mercer Advisors’ incentive compensation programs
Basic technology needs provided for the position
Flexible national footprint / dedicated home office workspace option