Portfolio Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Engage in effective communication to grasp client objectives and achieve desired results.

• Offer proactive and timely status updates on portfolio implementations.

• Ensure an outstanding experience for our Wealth Advisor Teams while developing and implementing investment strategies.

• Demonstrate the capability to work autonomously as well as collaboratively on various time-sensitive projects, maintaining a high level of accuracy and attention to detail.

• Possess a working knowledge of capital markets and portfolio design.

• Effectively align Advisor implementation goals with suitable investment strategies.

• Understand account configuration options, including cash reserves, rebalancing frequency, and do-not-buy/do-not-sell restrictions.

• Have a working knowledge of short-term and long-term capital gains tax to assist in transitioning portfolios over intended time horizons.

• Draft, support, and audit analytics, proposals, and deliverables for Wealth Management Teams.

• Responsible for executing standardized workflows and investment processes.

• Manage portfolio implementations simultaneously to meet or surpass Service Level Agreements.

• Provide suggestions for process enhancements to boost efficiency and improve client experience.

• Gather and submit precise portfolio-level data for implementation while resolving issues swiftly.

• Audit implementations to ensure outcomes align with target portfolio objectives.

• Assist in training new hires, ensuring the team is adequately prepared to deliver exceptional investment management services.

⛳️ Requirements

• Preferred Bachelor's degree from an accredited institution (ideally in Business, Economics, Psychology, or Finance).

• CFP® and/or Series 65 certification required.

• CFA or an advanced degree is preferred.

• A minimum of 2 years of experience in the financial industry.

• Working knowledge of Orion and Morningstar is preferred.

• Advanced proficiency in MS Excel is preferred, particularly in advanced data analytics.

• Proven problem-solving abilities and skills.

• Strong communication abilities, both written and verbal, with a highly collaborative approach.

• Well-organized and detail-oriented.

• Capability to manage and prioritize multiple tasks effectively.

🏝️ 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 plan options, 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 for those 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 during Thanksgiving.

• Generous paid time off program for vacation and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits that utilize company-paid STD, any supplemental STD, plus Parental Leave (8 weeks) to allow time for recovery, bonding with the baby, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones to assist with various caring needs for aging parents, young children, and life’s challenges.

• 401(k) Retirement Plan with both Traditional and Roth options, including per pay period matching and an after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals, available at preferred employee pricing.