Wealth Portfolio Consultant – Strategy & Implementations
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Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Mercer Advisors Inc. seeks a qualified professional to drive investment management services for Wealth Advisors and serve as the main contact for portfolio strategy and implementations. The role supports newly acquired firms and develops client deliverables.
Requirements include CFP and/or Series 65, a bachelor’s degree preferred, and a minimum of three years in the financial industry. Proficiency in Excel, strong analytical abilities, and clear communication are essential.
As a Wealth Portfolio Consultant – Strategy & Implementations, you will play an important part at Mercer Advisors Inc. in United States.
We are seeking a motivated Wealth Portfolio Consultant – Strategy & Implementations to join Mercer Advisors Inc. in United States.
Consider building your career as a Wealth Portfolio Consultant – Strategy & Implementations at Mercer Advisors Inc.
The Wealth Portfolio Consultant – Strategy & Implementations position in the Sales field is open for applications.
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